JEAN GAULIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEAN GAULIN FOUNDATION (EIN 06-6519973)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-05
- IRS object ID
- 202240959349100504
- Schema version
- 2020v4.2
- 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
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T06:30:15-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134091341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Housman & Elezovic LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 Knollwood Rd 311 | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 106031900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066519973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN GAULIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 2104100298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 S OCEAN BEACH BLVD No 10 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334836487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN GAULIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2104100298 | PhoneNum |
| Signature | 2022-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | GAULIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A KEITH HOUSMAN CPA | PreparerPersonNm |
| PTIN | P00616522 | PTIN |
| Phone | 9149975180 | PhoneNum |
| Preparation | 2022-04-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,843,780 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $746,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,915,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $746,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $848,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $848,706 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $35,376 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $35,376 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $453,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $737,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,129 | CashBOYAmt |
| Cash EOY | $704,434 | CashEOYAmt |
| Cash EOYFMV | $704,434 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,733,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,825,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,654,191 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $754,168 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $490,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $485,155 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,555,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,019,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,843,780 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,500,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,500,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,055,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,519,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,055,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,519,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,555,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,019,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,055,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $453,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,264 | OtherIncreasesAmt |
| Subtotal | $4,519,752 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,519,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WUXI BIOLOGICS | P | 2021-02-01 | 2021-06-03 | $3,800 | $3,638 | $162 | $162 |
| DOUBLELINE CORE FIXED INCOME FUND | P | 2020-12-07 | 2021-09-20 | $130 | $131 | -$1 | -$1 |
| HDFC BK ADR | P | 2020-11-09 | 2021-11-08 | $5,440 | $5,123 | $317 | $317 |
| MERCADOLIBRE INC | P | 2020-02-24 | 2021-03-23 | $23,447 | $10,816 | $12,631 | $12,631 |
| TAIWAN SEMICONDUCTOR | P | 2018-07-01 | 2021-04-12 | $38,826 | $13,399 | $25,427 | $25,427 |
| ACCENTURE | P | 2018-07-01 | 2021-04-13 | $23,919 | $13,680 | $10,239 | $10,239 |
| ASML HOLDING | P | 2018-07-01 | 2021-04-13 | $27,625 | $8,568 | $19,057 | $19,057 |
| HDFC BK ADR | P | 2018-07-01 | 2021-04-30 | $10,462 | $7,596 | $2,866 | $2,866 |
| HDFC BK ADR | P | 2018-01-10 | 2021-05-03 | $10,927 | $7,886 | $3,041 | $3,041 |
| AIA GROUP | P | 2018-07-01 | 2021-06-02 | $4,913 | $3,585 | $1,328 | $1,328 |
| CSL LTD | P | 2019-09-04 | 2021-06-02 | $334 | $242 | $92 | $92 |
| CANADIAN PACIFIC RAILWAY | P | 2018-07-01 | 2021-06-02 | $11,119 | $5,817 | $5,302 | $5,302 |
| LVMH MOET HENNESSY | P | 2018-07-01 | 2021-06-02 | $11,457 | $5,060 | $6,397 | $6,397 |
| METTLER TOLEDO INTERNATIONAL | P | 2018-07-01 | 2021-06-02 | $5,123 | $2,576 | $2,547 | $2,547 |
| NESTLE SA | P | 2018-07-01 | 2021-06-02 | $4,087 | $3,682 | $405 | $405 |
| PERNOD RICARD | P | 2018-07-01 | 2021-06-02 | $4,361 | $3,718 | $643 | $643 |
| RESMED | P | 2018-07-01 | 2021-06-02 | $7,342 | $4,580 | $2,762 | $2,762 |
| SHOPIFY | P | 2018-05-02 | 2021-06-02 | $3,702 | $374 | $3,328 | $3,328 |
| SIKA AG | P | 2020-01-22 | 2021-06-02 | $1,679 | $989 | $690 | $690 |
| SMITH & NEPHEW PLC | P | 2019-12-19 | 2021-06-02 | $2,886 | $3,191 | -$305 | -$305 |
| SMITH & NEPHEW PLC | P | 2019-12-19 | 2021-06-02 | $4,495 | $4,953 | -$458 | -$458 |
| ALCON AG | P | 2019-05-08 | 2021-06-02 | $3,477 | $3,038 | $439 | $439 |
| CSL LTD | P | 2019-09-04 | 2021-06-03 | $4,894 | $3,552 | $1,342 | $1,342 |
| DSV A/S | P | 2018-01-10 | 2021-06-03 | $2,874 | $979 | $1,895 | $1,895 |
| SIKA AG | P | 2020-01-22 | 2021-06-03 | $3,448 | $2,053 | $1,395 | $1,395 |
| SMITH & NEPHEW PLC | P | 2018-07-01 | 2021-08-03 | $32,122 | $35,731 | -$3,609 | -$3,609 |
| SMITH & NEPHEW PLC | P | 2018-07-01 | 2021-06-04 | $16,537 | $16,584 | -$47 | -$47 |
| TENCENT | P | 2018-01-10 | 2021-07-29 | $24,024 | $21,744 | $2,280 | $2,280 |
| TENCENT | P | 2018-07-01 | 2021-08-25 | $21,073 | $15,982 | $5,091 | $5,091 |
| TENCENT | P | 2018-11-07 | 2021-08-26 | $10,476 | $6,647 | $3,829 | $3,829 |
| LVMH MOET HENNESSY | P | 2018-01-10 | 2021-08-30 | $1,179 | $464 | $715 | $715 |
| LVMH MOET HENNESSY | P | 2018-01-10 | 2021-08-31 | $26,876 | $10,550 | $16,326 | $16,326 |
| DOUBLELINE CORE FIXED INCOME FUND | P | 2017-02-01 | 2021-09-09 | $4,000 | $3,868 | $132 | $132 |
| BLACKROCK FEDS | P | 2018-07-01 | 2021-09-17 | $50,000 | $47,368 | $2,632 | $2,632 |
| FRANKLIN TEMP EMERGING MKTS | P | 2019-06-20 | 2021-09-17 | $50,000 | $48,111 | $1,889 | $1,889 |
| BLACKROCK FEDS | P | 2018-07-01 | 2021-09-20 | $302,259 | $286,383 | $15,876 | $15,876 |
| DOUBLELINE CORE FIXED INCOME FUND | P | 2018-07-01 | 2021-09-20 | $79,557 | $76,550 | $3,007 | $3,007 |
| FRANKLIN TEMP EMERGING MKTS | P | 2018-07-01 | 2021-09-20 | $307,275 | $291,889 | $15,386 | $15,386 |
| LULULEMON | P | 2019-11-22 | 2021-10-05 | $3,187 | $1,753 | $1,434 | $1,434 |
| STERIS PLC | P | 2018-07-01 | 2021-10-05 | $3,733 | $2,722 | $1,011 | $1,011 |
| ARLAS COPCO | P | 2018-01-10 | 2021-10-06 | $3,211 | $1,778 | $1,433 | $1,433 |
| HDFC BK ADR | P | 2018-01-10 | 2021-11-04 | $13,657 | $9,706 | $3,951 | $3,951 |
| HDFC BK ADR | P | 2018-07-01 | 2021-11-05 | $26,750 | $18,898 | $7,852 | $7,852 |
| HDFC BK ADR | P | 2018-07-01 | 2021-11-08 | $25,340 | $22,406 | $2,934 | $2,934 |
| APPLE | P | 2018-07-01 | 2021-11-12 | $611,877 | $60,452 | $551,425 | $551,425 |
| TENCENT | P | 2018-01-10 | 2020-12-02 | $15,315 | $11,264 | $4,051 | $4,051 |
| DSV A/S | P | 2019-09-04 | 2020-12-14 | $160 | $102 | $58 | $58 |
| DSV A/S | P | 2018-07-01 | 2020-12-15 | $21,604 | $11,309 | $10,295 | $10,295 |
| HIS MARKIT | P | 2020-01-10 | 2020-12-29 | $44,273 | $47,628 | -$3,355 | -$3,355 |
| Capital Gains Dividends | P | $130 | $130 | $130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $746,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,594 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $3,674 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD W HAYDEN CPA | IndividualWithBooksNm |
| Phone | 9145845398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 IROQUOIS STREET | AddressLine1Txt |
| City | SHRUB OAK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10588 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN GAULIN | ||||||||
| 2115 S OCEAN BLVD SUITE 10 | DELRAY BEACH | FL | 334836487 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MATHIEU GAULIN | ||||||||
| 2115 S OCEAN BLVD SUITE 10 | DELRAY BEACH | FL | 334836487 | DIRECTOR | 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 | $9,253,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,413,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $1,500,000 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,913,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,794,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,251 | TotalTaxAmt |
| Distributable Before Adj | $379,491 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $379,491 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $379,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $283,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $283,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $283,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $378,972 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELP HOPE LIVE | ||||||||||||
| 100 MATSONFORD ROAD | RADNOR | PA | 19087 | NONE | PUBLIC CHARITY | ENDOWMENT | $3,000 | |||||
| GREATER BOSTON FOOD BANK | ||||||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | ENDOWMENT | $100,000 | |||||
| ATLANTIC SALMON FOUNDATION | ||||||||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | PUBLIC CHARITY | ENDOWMENT | $5,000 | |||||
| FOUNDATION PERE SABLON | ||||||||||||
| NONE | PUBLIC CHARITY | ENDOWMENT | $40,000 | 4265 AVENUE PAPINEAU | MONTREAL | QUEBEC | CA | H2W 1T3 | ||||
| JEUNESSE AU SOLEILSUN YOUTH | ||||||||||||
| NONE | PUBLIC CHARITY | ENDOWMENT | $60,000 | 4251 ST URBAIN ST | MONTREAL | QUEBEC | CA | H2W 1V6 | ||||
| BETHESDA HOSPITAL FOUNDATION | ||||||||||||
| 2815 SOUTH SEACREST BLVD | BOYNTON BEACH | FL | 33435 | NONE | PUBLIC CHARITY | ENDOWMWNT | $20,000 | |||||
| UNIVERSITY OF MONTREAL | ||||||||||||
| NONE | PUBLIC CHARITY | ENDOWMENT | $20,000 | PO BOX 6128 CENTRE-VILLE STATION | MONTREAL | QUEBEC | CA | H3C 3J7 | ||||
| COMMUNITY CHILD CARE CENTER | ||||||||||||
| 555 NW 4TH STREET | DELRAY BEACH | FL | 33444 | NONE | PUBLIC CHARITY | ENDOWMENT | $35,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $102,437 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $746,267 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $848,706 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $848,706 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDE FUNDS FOR EXEMPT PURPOSE |
| 4 | PROVIDE FUNDS FOR EXEMPT PURPOSE |
| 8 | PROVIDE FUNDS FOR EXEMPT PURPOSE |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LISTED CORPORATE BONDS | BondNm |
| EOY Book Value | $490,244 | EOYBookValueAmt |
| EOYFMV | $485,155 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LISTED CORPORATE EQUITIES | StockNm |
| EOY Book Value | $4,825,074 | EOYBookValueAmt |
| EOYFMV | $8,654,191 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHOLDING | $2,596 | $2,596 | $0 |
| INVESTMENT MANAGEMENT FEES | $72,271 | $72,271 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF PRIOR YEARS COST BASIS OF ASSETS | Desc |
| Amt | $11,264 | Amt |