TOM AND VIRGINIA JENNARO FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND VIRGINIA JENNARO FAMILY FOUNDATION INC (EIN 20-2604168)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202421299349101047
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T08:05:03-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592535267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur J Canter CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Dixie Hwy Ste 322 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202604168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tom and Virginia Jennaro Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 9549410367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2321 NE 32nd Court | AddressLine1Txt |
| City | Lighthouse Point | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marianne Jennaro | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marianne | PersonFirstNm |
| Person Last | Jennaro | 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 | Arthur J Canter | PreparerPersonNm |
| PTIN | P00010280 | PTIN |
| Phone | 5613914477 | 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 | 2023 | 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 | $1,995,250 | 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 |
| Dividends Rev And Expnss | $50,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,125 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,125 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $538,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,751 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,996 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $426,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,876 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,121 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,700 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,675 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,041 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,906 | CashBOYAmt |
| Corporate Stock BOY | $635,029 | CorporateStockBOYAmt |
| Corporate Stock EOY | $526,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,247,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $296,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $736,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $717,721 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,482 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $975,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,281,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,995,250 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,899 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,899 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $975,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,278,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $975,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $975,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,281,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $975,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,999 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,278,619 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50k US Treasury Note | P | 2023-01-17 | 2023-12-15 | $50,000 | $48,004 | $1,996 | $1,996 |
| 289.393 Vanguard 500 Index Admin | P | 2010-03-16 | 2023-02-07 | $111,254 | $31,038 | $80,216 | $80,216 |
| 493.097 Vanguard S/T Inv Gr Bond Fund | P | 2011-07-08 | 2023-05-04 | $4,985 | $5,315 | -$330 | -$330 |
| 1825 Vanguard Total Stock Market | P | 2020-01-01 | 2023-12-31 | $370,436 | $77,710 | $292,726 | $292,726 |
| Capital Gain Dividends | $2,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,751 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,996 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,635 | SubtotalAmt |
| Tax Based On Investment Income | $5,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,365 | OverpaymentAmt |
| Applied To ES Tax | $2,365 | 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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | Marianne Jennaro | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547819121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 NE 14 St Causeway Apt 1011 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Georgene Freedman | ||||||
| 2575 Peachtree Rd NE 305 | Atlanta | GA | 30305 | Trustee | 0.25 | $7,500 |
| Marianne Jennaro | ||||||
| 2880 NE 14th St Causeway Apt 1 | Pompano Beach | FL | 33062 | Trustee | 0.25 | $7,500 |
| Sharyl Jennaro | ||||||
| 2321 NE 32 Court | Lighthouse Point | FL | 33064 | Trustee | 0.25 | $7,500 |
| 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 | $1,942,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,462 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,960,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,960,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,930,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,635 | TotalTaxAmt |
| Distributable Before Adj | $90,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,431 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,895 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,431 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,536 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,260 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,447 | ExcessFromYear4Amt |
| Excess From Year3 | $4,647 | ExcessFromYear3Amt |
| Excess From Year2 | $6,423 | ExcessFromYear2Amt |
| Excess From Year1 | $9,542 | ExcessFromYear1Amt |
| Excess From Current Year | $11,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marianne Jennaro | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 NE 14th St Causeway Apt 1011 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549410367 | RecipientPhoneNum |
| Form And Info And Materials | No restrictions | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No political activities; no private individual recipients | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aid to Victims of Domestic Abuse | |||||||
| PO Box 6161 | Delray Beach | FL | 33482 | None | PC | For use by the donee for their exempt purposes. | $15,000 |
| The Salvation Army | |||||||
| P O Box 120158 | Fort Lauderdale | FL | 33312 | None | PC | For use by donee for their exempt purposes | $20,000 |
| Leukemia Lymphoma Soc of America | |||||||
| 651 W Washington Blvd Ste 400 | Chicago | IL | 60661 | None | PC | For use by donee for their exempt purposes | $20,000 |
| St Jude Children's Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | For use by the donee for their exempt purposes | $4,500 |
| American Heart Association | |||||||
| 6444 NW 5th Way | Fort Lauderdale | FL | 33309 | None | PC | For use by donee for their exempt purposes | $4,500 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Hwy | Fort Lauderdale | FL | 33316 | None | PC | For use by the donee for their exempt purposes | $4,500 |
| PAWS Broward Humane Society | |||||||
| 2070 Griffin Rd | Fort Lauderdale | FL | 33312 | None | PC | For use by the donee for their exempt purposes | $3,000 |
| The Carmel Foundation | |||||||
| P O Box 1050 | Carmel | CA | 93921 | None | PC | For use by donee for their exempt purposes | $5,000 |
| 4 Kids | |||||||
| 2717 West Cypress Creek Rd | Fort Lauderdale | FL | 33309 | None | PC | For use by the donee for their exempt purposes. | $1,000 |
| American Cancer Society | |||||||
| 9500 S Dadeland Blvd 710 | Miami | FL | 33156 | None | PC | For use by the donee for their exempt purposes. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,125 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $374,608 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $424,733 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,876 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Funds provided by dividend income are used to supplement donated funds | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alcoa nka Howmet Aerospace 2/1/2027 5.9% | $54,175 | $51,250 |
| Bank of America 1/22/2024 4.12% | $52,022 | $49,947 |
| DirecTV Holdings 4/1/2024 4.45% | $52,134 | $47,329 |
| Goldman Sachs 3/3/2014 4% | $51,324 | $49,855 |
| Vanguard S/T Inv Gr Bd Fd | $26,202 | $24,868 |
| Verizon 3/16/2027 4.125% | $55,658 | $49,212 |
| Boeing 5/1/2030 5.15% | $50,527 | $50,864 |
| Ford 3/20/2028 7.15% | $50,045 | $50,074 |
| Westrock Co 3/15/2029 4.9% | $49,363 | $50,169 |
| Fed Home Loan Bank 2/9/2028 | $50,000 | $49,774 |
| JPMorgan Chase 1/31/2028 5.1% | $50,000 | $49,482 |
| Morgan Stanley 7/23/2025 4% | $49,295 | $49,322 |
| Brookfield Finance 3/29/2029 4.85% | $49,596 | $49,419 |
| Wells Fargo 1/24/2029 4.15% | $48,840 | $48,596 |
| General Electric 5/1/2027 3.45% | $47,507 | $47,560 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA Emerging Mkts Core | $47,502 | $62,972 |
| DFA Intl Small Co. Port. | $43,990 | $55,831 |
| DFA Micro Cap Fd. | $33,662 | $75,642 |
| Vanguard Index 500 Admiral Shares | ||
| DFA US Targeted Value | $92,227 | $127,571 |
| DFA US High Profitability | $40,000 | $59,515 |
| DFA All World ex US Core | $60,000 | $68,184 |
| DFA Intl High Relative Profitability | $35,000 | $40,810 |
| DFA All World ex US Value | $30,000 | $33,528 |
| DFA Marketwide Value ETF | $65,127 | $284,137 |
| Vanguard Total Stk Mkt ETF | $78,774 | $438,857 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vanguard REIT Index Fd | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $18,548 | BookValueAmt |
| EOYFMV | $30,482 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fee | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Checks in excess of cash | Desc |
| EOY Book Value | $2,899 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $9,675 | Amt |
| Net Investment Income | $9,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2022 Form 990-PF taxes | $8,367 | $8,367 |
| Foreign Tax | $674 | $674 |