LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349101914
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:35:44-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201651907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA G JOHNSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E YAMATO ROAD SUITE 3120 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273158367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS POPE LIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 5615828083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS POPE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5615828083 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOIS | PersonFirstNm |
| Person Last | POPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
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 |
| 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 | $6,759,406 | 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 | $177,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $280,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $505,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $300,756 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $458,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,437 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $62,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $261,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,405 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,581 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45,166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $474,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,732 | CashBOYAmt |
| Cash EOY | $72,227 | CashEOYAmt |
| Cash EOYFMV | $72,227 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,771,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,688,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,014,517 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,755,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,828,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,672,662 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $19,570 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,712 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,625,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,609,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,759,406 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,204 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,158 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,204 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,158 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,623,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,608,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,623,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,608,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,625,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,609,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,623,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,005 | OtherIncreasesAmt |
| Subtotal | $5,608,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,608,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| COLGATE-PALMOLIVE CO | 2017-04-13 | 2022-02-25 | $8,072 | $4,020 | $4,052 | $4,052 | |
| DARDEN RESTAURANTS | 2017-04-13 | 2022-09-22 | $12,798 | $4,503 | $8,295 | $8,295 | |
| EUROPACIFIC GROWTH FD | 2017-04-27 | 2022-04-07 | $2,993 | $2,718 | $275 | $275 | |
| H WORLD GROUP LTD | 2017-04-13 | 2022-08-15 | $39,846 | $31,292 | $8,554 | $8,554 | |
| INVESCO TR AEROSPACE & DEFENSE | 2017-04-13 | $33,542 | $7,585 | $25,957 | $25,957 | ||
| MERCK & CO | 2017-04-13 | 2022-04-18 | $10,268 | $4,031 | $6,237 | $6,237 | |
| MICRON TECHNOLOGY INC | 2017-04-13 | 2022-02-25 | $8,015 | $934 | $7,081 | $7,081 | |
| OLIN CORP | 2017-04-13 | 2022-05-05 | $7,943 | $2,146 | $5,797 | $5,797 | |
| REPUBLIC SVCS INC | 2012-01-17 | 2022-10-06 | $951 | $192 | $759 | $759 | |
| SELECT SECTOR SPDR MATERIALS | 2017-04-13 | 2022-05-05 | $11,456 | $4,379 | $7,077 | $7,077 | |
| SELECT SECTOR SPDR FINANCIAL | 2017-04-27 | $52,708 | $37,684 | $15,024 | $15,024 | ||
| SELECT SECTOR SPDR TECHNOLOGY | 2014-06-17 | 2022-10-06 | $18,897 | $5,723 | $13,174 | $13,174 | |
| STARBUCKS CORP | 2017-04-13 | 2022-12-29 | $10,139 | $2,890 | $7,249 | $7,249 | |
| WASTE MGMT INC | 2017-04-13 | $20,257 | $4,301 | $15,956 | $15,956 | ||
| AMGEN INC | 2008-11-05 | 2022-12-14 | $10,101 | $2,278 | $7,823 | $7,823 | |
| BISTOL MYERS SQUIBB | 2011-02-11 | 2022-04-18 | $9,882 | $3,303 | $6,579 | $6,579 | |
| CSX CORP | 2008-12-02 | 2022-02-25 | $7,639 | $863 | $6,776 | $6,776 | |
| CATERPILLAR INC | 2007-06-19 | $15,329 | $5,605 | $9,724 | $9,724 | ||
| CONOCO PHILLIPS | 2007-06-19 | 2022-10-18 | $9,223 | $4,950 | $4,273 | $4,273 | |
| EXXON MOBIL CORP | 2007-06-19 | 2022-12-29 | $10,232 | $8,160 | $2,072 | $2,072 | |
| GENL DYNAMICS CORP | 2008-12-02 | 2022-06-08 | $10,293 | $2,280 | $8,013 | $8,013 | |
| HUMANA INC | 2007-06-19 | 2022-02-25 | $8,145 | $1,180 | $6,965 | $6,965 | |
| JP MORGAN CHASE & CO | 2007-06-19 | 2022-06-08 | $8,828 | $3,556 | $5,272 | $5,272 | |
| ELI LILLY & CO | 2008-11-05 | 2022-08-08 | $15,033 | $1,754 | $13,279 | $13,279 | |
| MCDONALDS CORP | $20,802 | $5,390 | $15,412 | $15,412 | |||
| METLIFE INC | 2008-05-08 | 2022-06-08 | $8,306 | $6,751 | $1,555 | $1,555 | |
| NIKE INC | 2008-11-05 | 2022-12-29 | $10,042 | $1,195 | $8,847 | $8,847 | |
| NORFOLK SOUTHERN CORP | 2008-11-05 | 2022-12-14 | $8,126 | $1,961 | $6,165 | $6,165 | |
| NORTHERN TRUST CORP | 2008-03-04 | 2022-10-18 | $9,404 | $7,570 | $1,834 | $1,834 | |
| NUCOR CORP | 2008-07-03 | 2022-12-14 | $8,711 | $3,784 | $4,927 | $4,927 | |
| NUTRIEN LTD | 2008-11-05 | 2022-05-05 | $7,110 | $5,499 | $1,611 | $1,611 | |
| PEPSICO INCORPORATED | 2007-11-07 | 2022-12-14 | $8,114 | $3,316 | $4,798 | $4,798 | |
| PFIZER INCORPORATED | 2022-07-06 | $10,306 | $4,858 | $5,448 | $5,448 | ||
| REPUBLIC SVCS INC | $14,575 | $1,743 | $12,832 | $12,832 | |||
| TRAVELERS COS INC | $37,037 | $10,843 | $26,194 | $26,194 | |||
| WALMART INC | 2007-06-19 | 2022-02-25 | $7,952 | $2,885 | $5,067 | $5,067 | |
| CHUBB LTD | 2008-09-16 | 2022-12-14 | $9,632 | $2,577 | $7,055 | $7,055 | |
| CAPITAL GAINS DIVIDENDS | $2,748 | $2,748 | $2,748 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $300,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,570 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,070 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,712 | OverpaymentAmt |
| Applied To ES Tax | $20,712 | 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 | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LIFE-EDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5615828083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| ROBERT C MILLER | ||||||||
| 55 MINE BROOK ROAD | COLTS NECK | NJ | 07722 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELSA JOHNSON | ||||||||
| 301 E YAMATO ROAD 3120 | BOCA RATON | FL | 33431 | TREASURER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE STURGILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BLVD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,400 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAN KLORES COMMUNICATIONS LLC | |||||
| 261 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10016 | PUBLIC RELATIONS/PROMOTION | $213,907 |
| ROBERT MILLER | |||||
| 55 MINE BROOK ROAD | COLTS NECK | NJ | 07722 | LEGAL | $84,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,130,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,211,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,211,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,103,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,358 | TotalTaxAmt |
| Distributable Before Adj | $348,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,997 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $977,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $626,898 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,603,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,997 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $205,801 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $205,801 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,398,170 | 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 | $771,272 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $626,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $626,898 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS B POPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $280,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $458,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,190 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $3,259,177 | $4,640,088 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $428,962 | $374,429 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,828,372 | BookValueAmt |
| EOYFMV | $1,672,662 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAX | Desc |
| BOY Book Value | $19,570 | BOYBookValueAmt |
| EOY Book Value | $20,712 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $552 | $0 | $0 |
| INSURANCE | $5,320 | $0 | $0 |
| SPECIAL EVENT EXPENSE | $45,166 | $0 | $45,166 |
| PAYROLL PROCESSING FEE | $45 | $0 | $0 |
| ADR FEES | $49 | $49 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $1,005 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $1,204 | BOYBookValueAmt |
| EOY Book Value | $1,158 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $261,357 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,450 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,212 | $1,212 | $0 |
| PAYROLL TAX | $4,774 | $1,193 | $3,581 |
| TAX ON INVESTMENT INCOME | $10,000 | $0 | $0 |