CARLOS AND DEBORAH HERNANDEZ FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARLOS AND DEBORAH HERNANDEZ FOUNDATION INC (EIN 87-3929920)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202501229349101240
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T12:01:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873929920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARLOS AND DEBORAH HERNANDEZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERN | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLOS M HERNANDEZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | KAREN KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,705,108 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,115,021 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $767,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,779,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $767,476 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,907,161 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $791,558 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,783 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,189 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $659,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $653,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,247,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $786,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,242 | CashBOYAmt |
| Cash EOY | $168,535 | CashEOYAmt |
| Cash EOYFMV | $168,535 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,061 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $777,607 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,353,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,527,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $791,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,705,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $791,219 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,531,524 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $791,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $791,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $791,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,247,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,038,750 | SubtotalAmt |
| Other Decreases | $507,226 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 12926. FLUOR CORP | 2022-03-06 | 2024-12-30 | $638,553 | $303,115 | $335,438 | $335,438 |
| 6853. FLUOR CORP | 2022-05-16 | 2024-12-30 | $338,543 | $186,265 | $152,278 | $152,278 |
| 221. FLUOR CORP | 2023-03-06 | 2024-12-30 | $10,918 | $8,148 | $2,770 | $2,770 |
| 3. ISHARES MSCI EMERGING MKTS INDEX FUND | 2022-11-11 | 2024-03-26 | $123 | $114 | $9 | $9 |
| 50. ISHARES MSCI EMERGING MKTS INDEX FUND | 2022-11-11 | 2024-05-13 | $2,142 | $1,902 | $240 | $240 |
| 39. ISHARES MSCI EMERGING MKTS INDEX FUND | 2022-11-11 | 2024-10-01 | $1,795 | $1,484 | $311 | $311 |
| 444. ISHARES MSCI EMERGING MKTS INDEX FUND | 2022-11-11 | 2024-12-02 | $19,216 | $16,890 | $2,326 | $2,326 |
| 550. ISHARES MSCI EMERGING MKTS INDEX FUND | 2022-11-11 | 2024-12-30 | $23,116 | $20,928 | $2,188 | $2,188 |
| 240. ISHARES S&P 500 GROWTH ETF | 2015-06-29 | 2024-01-17 | $18,011 | $6,902 | $11,109 | $11,109 |
| 77. ISHARES S&P 500 GROWTH ETF | 2015-06-29 | 2024-03-26 | $6,543 | $2,214 | $4,329 | $4,329 |
| 226. ISHARES S&P 500 GROWTH ETF | 2015-06-29 | 2024-05-13 | $19,159 | $6,500 | $12,659 | $12,659 |
| 134. ISHARES S&P 500 GROWTH ETF | 2022-05-27 | 2024-05-13 | $11,363 | $8,782 | $2,581 | $2,581 |
| 148. ISHARES S&P 500 GROWTH ETF | 2015-06-29 | 2024-10-01 | $14,002 | $4,256 | $9,746 | $9,746 |
| 1000. ISHARES S&P 500 GROWTH ETF | 2015-06-29 | 2024-12-02 | $101,467 | $28,759 | $72,708 | $72,708 |
| 67. ISHARES S&P 500 VALUE ETF | 2015-06-29 | 2024-01-17 | $11,445 | $6,238 | $5,207 | $5,207 |
| 18. ISHARES S&P 500 VALUE ETF | 2015-06-29 | 2024-03-26 | $3,304 | $1,676 | $1,628 | $1,628 |
| 54. ISHARES S&P 500 VALUE ETF | 2015-06-29 | 2024-05-13 | $9,958 | $5,028 | $4,930 | $4,930 |
| 34. ISHARES S&P 500 VALUE ETF | 2015-06-29 | 2024-10-01 | $6,692 | $3,166 | $3,526 | $3,526 |
| 523. ISHARES S&P 500 VALUE ETF | 2015-06-29 | 2024-12-02 | $107,024 | $48,695 | $58,329 | $58,329 |
| 25. ISHARES MSCI EAFE ETF | 2022-11-11 | 2024-01-17 | $1,825 | $1,629 | $196 | $196 |
| 98. ISHARES MSCI EAFE ETF | 2022-11-11 | 2024-03-26 | $7,815 | $6,385 | $1,430 | $1,430 |
| 313. ISHARES MSCI EAFE ETF | 2022-11-11 | 2024-05-13 | $25,163 | $20,394 | $4,769 | $4,769 |
| 495. ISHARES MSCI EAFE ETF | 2022-11-11 | 2024-12-02 | $38,980 | $32,253 | $6,727 | $6,727 |
| 605. ISHARES MSCI EAFE ETF | 2022-11-11 | 2024-12-30 | $45,820 | $39,421 | $6,399 | $6,399 |
| 94. ISHARES S&P MID-CAP 400 GROWTH ETF | 2015-06-29 | 2024-01-17 | $7,265 | $4,030 | $3,235 | $3,235 |
| 3. ISHARES S&P MID-CAP 400 GROWTH ETF | 2015-06-29 | 2024-03-26 | $270 | $129 | $141 | $141 |
| 5. ISHARES S&P MID-CAP 400 GROWTH ETF | 2015-06-29 | 2024-05-13 | $450 | $214 | $236 | $236 |
| 334. ISHARES S&P MID-CAP 400 GROWTH ETF | 2015-06-29 | 2024-12-02 | $32,856 | $14,319 | $18,537 | $18,537 |
| 58. ISHARES S&P MID-CAP 400 VALUE ETF | 2021-01-08 | 2024-01-17 | $6,321 | $5,226 | $1,095 | $1,095 |
| 9. ISHARES S&P MID-CAP 400 VALUE ETF | 2021-01-08 | 2024-10-01 | $1,103 | $811 | $292 | $292 |
| 183. ISHARES S&P MID-CAP 400 VALUE ETF | 2021-01-08 | 2024-12-02 | $24,492 | $16,490 | $8,002 | $8,002 |
| 176. ISHARES S&P MID-CAP 400 VALUE ETF | 2021-07-13 | 2024-12-02 | $23,555 | $18,409 | $5,146 | $5,146 |
| 6. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2021-01-08 | 2024-10-01 | $637 | $521 | $116 | $116 |
| 112. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2021-07-13 | 2024-12-02 | $13,059 | $11,474 | $1,585 | $1,585 |
| 61. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2021-01-08 | 2024-12-02 | $7,112 | $5,295 | $1,817 | $1,817 |
| 66. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2022-01-25 | 2024-12-02 | $7,695 | $6,690 | $1,005 | $1,005 |
| 46. ISHARES S&P SMALL-CAP 600 VALUE ETF | 2024-05-13 | 2024-12-02 | $5,363 | $4,662 | $701 | $701 |
| 2. ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2015-06-29 | 2024-01-17 | $239 | $133 | $106 | $106 |
| 6. ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2015-06-29 | 2024-10-01 | $829 | $398 | $431 | $431 |
| 48. ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2024-05-13 | 2024-12-02 | $7,141 | $6,257 | $884 | $884 |
| 81. ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2015-06-29 | 2024-12-02 | $12,051 | $5,376 | $6,675 | $6,675 |
| 55. ISHARES CORE MSCI EAFE ETF | 2022-05-27 | 2024-05-13 | $4,109 | $3,638 | $471 | $471 |
| 119. ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-05-27 | 2024-05-13 | $6,390 | $6,148 | $242 | $242 |
| 257. ISHARES CORE MSCI EMERGING MARKETS ETF | 2023-02-06 | 2024-05-13 | $13,801 | $12,765 | $1,036 | $1,036 |
| 3750. PUTNAM FLOATING RATE INCOME FUND | 2020-03-30 | 2024-01-17 | $30,000 | $27,150 | $2,850 | $2,850 |
| 250. PUTNAM FLOATING RATE INCOME FUND | 2020-03-30 | 2024-03-26 | $2,000 | $1,802 | $198 | $198 |
| 13675.215 PUTNAM FLOATING RATE INCOME FUND | 2020-03-30 | 2024-12-30 | $109,402 | $98,560 | $10,842 | $10,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $767,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,436 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARLOS HERNANDEZ | ||||||
| 960 CRESCENT BEACH ROAD | VERO BEACH | FL | 32963 | PRESIDENT | 1 | $0 |
| DEBORAH HERNANDEZ | ||||||
| 960 CRESCENT BEACH ROAD | VERO BEACH | FL | 32963 | VICE PRESIDENT | 1 | $0 |
| ALICIA HERNANDEZ | ||||||
| 701 N WESTON LANE | AUSTIN | TX | 78733 | ASSISTANT SEC/TREAS | 1 | $0 |
| MONICA HERNANDEZ | ||||||
| 1341 28TH STREET NW | WASHINGTON | DC | 20007 | SECRETARY | 1 | $0 |
| CECILIA HERNANDEZ | ||||||
| 2518 WORTHINGTON STREET | DALLAS | TX | 75204 | TREASURER | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,093,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,112,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,112,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,095,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,932 | TotalTaxAmt |
| Distributable Before Adj | $43,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,859 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $653,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $653,772 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $653,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $666,636 | 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 | $666,636 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $8,169 | ExcessFromYear2Amt |
| Excess From Year1 | $48,554 | ExcessFromYear1Amt |
| Excess From Current Year | $609,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HISTORIC MARBOLD FARMSTEAD ASSOCIATION | |||||||
| PO BOX 438 | GREENVIEW | IL | 62642 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| BRAIN HEALTH ADVANCES CENTER FOUNDATION | |||||||
| 2200 WEST MOCKINGBIRD LANE | DALLAS | TX | 75235 | N/A | PC | UNRESTRICTED GENERAL | $33,333 |
| PURDUE FOR LIFE RESEARCH FOUNDATION | |||||||
| 403 WEST WOOD STREET | WEST LAFAYETTE | IN | 47907 | N/A | PC | JOHN PERDUE CLUB/LYLES | $531,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248106 | CORAL GABLES | FL | 33124 | N/A | PC | UNRESTRICTED GENERAL | $75,000 |
| CENTER FOR AMERICAN & INTERNATIONAL LAW | |||||||
| 5201 DEMOCRACY DR | PLANO | TX | 75024 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,333 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $767,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $792,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $792,140 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARLOS DEBORAH HERNANDEZ CLAT | |||||||
| 1 | 1300 AMERICAN BLVD | PENNINGTON | NJ | 08534 | $110,721 | Yes (X) | |
| CARLOS DEBORAH HERNANDEZ | |||||||
| 2 | 960 CRESCENT BEACH ROAD | VERO BEACH | FL | 32963 | $1,004,300 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | FLUOR CORP SHARES | NoncashPropertyDesc |
| Fair Market Value | $1,004,300 | FairMarketValueAmt |
| Received | 2024-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287606 ISHARES S&P MID-CAP | AT COST | $91,730 | $109,026 |
| 746763226 PUTNAM FLOATING RATE | AT COST | $22,000 | $22,363 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $161,204 | $162,066 |
| 464287408 ISHARES S&P 500 VALU | AT COST | $311,397 | $370,116 |
| 464287705 ISHARES S&P MID-CAP | AT COST | $143,078 | $152,076 |
| 464287879 ISHARES S&P SMALL-CA | AT COST | $100,513 | $103,614 |
| 464287309 ISHARES S&P 500 GROW | AT COST | $249,991 | $333,221 |
| 464287887 ISHARES S&P SMALL-CA | AT COST | $60,531 | $61,458 |
| 464287234 ISHARES MSCI EMERGIN | |||
| 464287465 ISHARES MSCI EAFE ET | |||
| 46434G103 ISHARES CORE MSCI EM | AT COST | $81,070 | $81,359 |
| 19766F613 COLUMBIA FLOATING RA | AT COST | $18,385 | $18,385 |
| 277911491 EATON VANCE FLOATING | AT COST | $18,386 | $18,386 |
| 277923637 EATON VANCE FLOATING | AT COST | $18,387 | $18,387 |
| 416649804 HARTFORD FLOATING RA | AT COST | $18,384 | $18,384 |
| 92206C847 VANGUARD LONG-TERM T | AT COST | $58,872 | $58,671 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTRIBUTION EXCESS FMV/BASIS | $506,772 |
| TIMING DIFFERENCE | $454 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $7,971 | Amt |
| Net Investment Income | $4,783 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,189 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CARLOS DEBORAH HERNANDEZ CLAT | |||
| 1300 AMERICAN BLVD | PENNINGTON | NJ | 08534 |
| CARLOS DEBORAH HERNANDEZ | |||
| 960 CRESCENT BEACH ROAD | VERO BEACH | FL | 32963 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $228 | $228 | $0 |
| EXCISE TAX - PRIOR YEAR | $253 | $0 | $0 |
| EXCISE TAX ESTIMATES | $496 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $10 | $10 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $89 | $89 | $0 |