100 TIMES FOUNDATION CORPORATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 100 TIMES FOUNDATION CORPORATION (EIN 26-1211203)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202412119349100601
- Schema version
- 2023v5.1
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T06:27:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421729237 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDNER GENERATIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 358 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45201 | 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 | 261211203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 100 TIMES FOUNDATION CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 100T | BusinessNameControlTxt |
| Phone | 5135796360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1365 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 320041365 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDON HANSFORD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5135796360 | PhoneNum |
| Signature | 2024-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER TERHAR | PreparerPersonNm |
| PTIN | P01369632 | PTIN |
| Phone | 5135796360 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,790,972 | 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 | $6,270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $432,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $432,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,010,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $439,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,190 | 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 | $10,418 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,209 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,135 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $176 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $799,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $799,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $806,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$376,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,969 | CashBOYAmt |
| Cash EOY | $139,999 | CashEOYAmt |
| Cash EOYFMV | $139,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,492,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,003,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,003,653 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,454,162 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,430,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,644,742 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $100,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,069 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,578 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,578 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,053,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,676,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,790,972 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,053,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,676,829 | 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 | $16,053,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,676,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,053,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,676,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,053,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$376,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,676,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,676,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UNITED STATES TREAS 2.75% 4/30/23 | 2022-07-25 | 2023-04-30 | $5,000 | $5,000 | $0 | $0 |
| U S TREASURY NOTE | 2023-05-02 | 2023-11-30 | $5,000 | $5,000 | $0 | $0 |
| U S TREASURY NOTE | 2022-09-01 | 2023-08-31 | $1,000,000 | $1,000,000 | $0 | $0 |
| US GOVT 0.375% 11/30/23 | 2023-03-01 | 2023-11-30 | $1,000,000 | $1,000,000 | $0 | $0 |
| U S TREASURY NOTE 1.5% 2/28/23 | 2019-04-02 | 2023-02-28 | $1,000,000 | $1,000,000 | $0 | $0 |
| UNITED STATES TREAS 1.25% 7/31/23 | 2018-07-17 | 2023-07-31 | $500,000 | $500,000 | $0 | $0 |
| UNITED STATES TREAS 1.25% 7/31/23 | 2018-07-17 | 2023-07-31 | $500,000 | $500,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,000 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,000 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,410 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,410 | OverpaymentAmt |
| Applied To ES Tax | $2,410 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDNER GENERATIONS LLC | IndividualWithBooksNm |
| Phone | 5135796360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 358 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45201 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH E LINDNER | ||||||||
| PO BOX 1365 | PONTE VEDRA BEACH | FL | 320041365 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| COURTNEY O'NEIL LINDNER | ||||||||
| PO BOX 1365 | PONTE VEDRA BEACH | FL | 320041365 | SECRETARY | 0.00 | $0 | $0 | $0 |
| BRENDON HANSFORD | ||||||||
| PO BOX 358 | CINCINNATI | OH | 45201 | TREASURER | 0.00 | $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 | $13,163,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,938,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,101,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,101,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,875,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,000 | TotalTaxAmt |
| Distributable Before Adj | $737,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $737,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $737,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $806,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $806,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $737,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $14,565 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $806,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $737,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,578 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,565 | ExcessFromYear3Amt |
| Excess From Year1 | $7,263 | ExcessFromYear1Amt |
| Excess From Current Year | $68,750 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KEITH E LINDNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE DOG PARK AT OCEAN REEF INC | |||||||
| 24 DOCKSIDE LANE | KEY LARGO | FL | 33037 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| JACKSONVILLE FIREFIGHTERS CHARITIES | |||||||
| 625 STOCKTON ST | JACKSONVILLE | FL | 32204 | N/A | PUBLIC | GENERAL FUND | $100 |
| JACKSONVILLE FRATERNAL ORDER OF POLICE FOUNDATION INC | |||||||
| 5530 BEACH BLVD | JACKSONVILLE | FL | 32207 | N/A | PUBLIC | GENERAL FUND | $400 |
| JOHNSON CHARITABLE GIFT FUND | |||||||
| 3777 WEST FORK RD | CINCINNATI | OH | 45247 | N/A | PUBLIC | AMERICAN FAMILY VALUES FUND | $550,000 |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED INC | |||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | N/A | PUBLIC | GENERAL FUND | $2,000 |
| LUTHERAN SOCIAL SERVICES OF NORTHEAST FLORIDA INC | |||||||
| 4615 PHILIPS HWY | JACKSONVILLE | FL | 32207 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| OCEAN REEF COMMUNITY FOUNDATION INC | |||||||
| 35 OCEAN REEF DR SUITE 148 | KEY LARGO | FL | 33037 | N/A | PUBLIC | ALL CHARITIES FUND | $20,000 |
| OCEAN REEF COMMUNITY FOUNDATION INC | |||||||
| 35 OCEAN REEF DR SUITE 148 | KEY LARGO | FL | 33037 | N/A | PUBLIC | ISRAEL RELIEF FUND | $100,000 |
| ORCAT INC | |||||||
| 97 S HARBOR DR | KEY LARGO | FL | 33037 | N/A | PUBLIC | BUILDING CAMPAIGN | $100,000 |
| ST MARK'S EVENGELICAL LUTHERAN CHURCH | |||||||
| 3976 HENDRICKS AVE | JACKSONVILLE | FL | 32207 | N/A | PUBLIC | GENERAL FUND | $1,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80934 | N/A | PUBLIC | GENERAL FUND | $2,500 |
| THE PROTESTANT CONGREGATION OF OCEAN REEF INC | |||||||
| 31 OCEAN REEF DRIVE C101-248 | KEY LARGO | FL | 33037 | N/A | PUBLIC | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $799,000 | 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 | $6,270 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $432,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,190 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LINDNER GENERATIONS LLC | $7,114 | $3,557 | $3,557 |
| VALERIE FRIEDMAN | $1,804 | $902 | $902 |
| ROSEMARY STEIN | $1,500 | $750 | $750 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION DOES NOT SOLICIT DONATIONS FROM PEOPLE IN FLORIDA THEREFORE THE FOUNDATION IS NOT REQUIRED TO SUBMIT ITS 990-PF UNDER THE SOLICITATION OF CONTRIBUTIONS ACT. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XIV | FormAndLineReferenceDesc |
| Medium Explanation | ALL CONTRIBUTIONS WERE MADE IN CASH. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LITTLE CLOUD INC | StockNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,430,599 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,644,742 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS & INTEREST RECEIVABLE | $2,062 | $1,681 | $1,681 |
| PURCHASED INTEREST | $7 | $897 | $897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA CORP FILING FEE | $61 | $30 | $31 |
| CORPORATION SERVICE COMPANY | $207 | $104 | $103 |
| BANK & BROKER FEES | $84 | $42 | $42 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BNY CUSTODIAL & INVESTMENT FEES | CategoryTxt |
| Amt | $4,270 | Amt |
| Net Investment Income | $2,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,135 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |