LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-23
- IRS object ID
- 202223279349100952
- Schema version
- 2021v4.2
- 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
- Schedule B
- 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 | 2022-11-23T13:19:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-23 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2022-11-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $8,136,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $169,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $338,303 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $475,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $504,716 | 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 | $57,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,275 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,825 | 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 | $280,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,276 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,533 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $550,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,947 | CashBOYAmt |
| Cash EOY | $78,732 | CashEOYAmt |
| Cash EOYFMV | $78,732 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,933,299 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,771,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,088,090 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,643,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,755,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,950,176 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,357 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,570 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,570 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,677,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,625,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,136,568 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $821 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,204 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $821 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,204 | 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 | $5,676,677 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,623,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,676,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,623,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,677,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,625,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,676,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,831 | OtherIncreasesAmt |
| Subtotal | $5,623,972 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,623,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHINA MOBILE LTD SPONS ADR | 2021-01-04 | $995 | $1,313 | -$318 | -$318 | ||
| PERSPECTA INC | 2021-05-07 | $26 | $21 | $5 | $5 | ||
| ACTIVISION BLIZZARD INC | 2021-04-15 | $11,095 | $1,747 | $9,348 | $9,348 | 2016-09-06 | |
| AMERICAN WATER WORKS CO INC | 2021-12-10 | $13,175 | $2,978 | $10,197 | $10,197 | 2017-04-13 | |
| AUTOMATIC DATA PROCESSING | 2021-07-29 | $7,228 | $1,317 | $5,911 | $5,911 | 2017-04-13 | |
| CHINA MOBILE LTD SPONS ADR | 2021-01-04 | $5,978 | $11,791 | -$5,813 | -$5,813 | ||
| CHINA RAILWAY CONSTRUCTION CORP | 2021-01-04 | $19,583 | $33,455 | -$13,872 | -$13,872 | 2017-04-13 | |
| DARDEN RESTAURANTS | 2021-07-29 | $7,403 | $2,251 | $5,152 | $5,152 | 2017-04-13 | |
| HONEYWELL INTERNATIONAL | 2021-09-10 | $9,939 | $2,315 | $7,624 | $7,624 | 2017-04-13 | |
| INVESCTO TR AEROSPACE & DEFENSE | $14,110 | $3,263 | $10,847 | $10,847 | 2017-04-13 | ||
| MICRON TECHNOLOGY INC | 2021-04-16 | $9,839 | $1,142 | $8,697 | $8,697 | 2017-04-13 | |
| MONDELEZ INTL INC | $15,788 | $6,250 | $9,538 | $9,538 | 2017-04-13 | ||
| OLIN CORP | $25,703 | $8,328 | $17,375 | $17,375 | 2017-04-13 | ||
| PAYPAL HOLDINGS INC | $32,181 | $2,145 | $30,036 | $30,036 | 2017-04-13 | ||
| PERSPECTA INC | $271 | $124 | $147 | $147 | |||
| SELECT SECTOR SPDR F ETF | $14,435 | $5,514 | $8,921 | $8,921 | 2017-04-13 | ||
| ENERGY SELECT SECTOR SPDR | 2021-12-22 | $7,023 | $8,804 | -$1,781 | -$1,781 | 2017-04-27 | |
| SELECT SECTOR SPDR ETF TR FINANCIAL | $31,382 | $19,677 | $11,705 | $11,705 | 2017-04-27 | ||
| SYSCO CORPORATION | $19,830 | $7,455 | $12,375 | $12,375 | 2017-04-13 | ||
| WASTE MGMT INC DEL | $13,168 | $2,879 | $10,289 | $10,289 | 2017-04-13 | ||
| BRISTOL MYERS SQUIBB | 2021-04-16 | $9,709 | $3,811 | $5,898 | $5,898 | 2011-02-11 | |
| CATERPILLAR INC | 2021-07-09 | $8,616 | $3,297 | $5,319 | $5,319 | 2007-06-19 | |
| CHINA MOBILE LTD SPONS ADR | 2021-01-04 | $12,283 | $21,344 | -$9,061 | -$9,061 | ||
| CONOCOPHILLIPS | 2021-11-03 | $9,395 | $8,043 | $1,352 | $1,352 | 2007-06-19 | |
| HUMANA INC | 2021-04-15 | $11,142 | $1,615 | $9,527 | $9,527 | 2007-06-19 | |
| INTEL CORP | 2021-04-16 | $9,599 | $3,630 | $5,969 | $5,969 | 2007-06-19 | |
| JPMORGAN CHASE & CO | $20,616 | $6,858 | $13,758 | $13,758 | 2007-06-19 | ||
| ELI LILLY & CO | 2021-04-16 | $22,649 | $4,211 | $18,438 | $18,438 | 2008-11-05 | |
| MICROSOFT CORP | $16,671 | $1,626 | $15,045 | $15,045 | |||
| NORFOLK SOUTHERN CORP | 2021-06-09 | $10,857 | $2,452 | $8,405 | $8,405 | 2008-11-05 | |
| NORTHERN TRUST CORP | $24,541 | $15,140 | $9,401 | $9,401 | 2008-03-04 | ||
| PEPSICO INCORPORATED | $33,326 | $16,139 | $17,187 | $17,187 | 2007-11-07 | ||
| PERSPECTA INC | 2021-05-07 | $1,880 | $1,145 | $735 | $735 | ||
| REPUBLIC SVCS INC | 2021-09-10 | $9,818 | $917 | $8,901 | $8,901 | 2007-12-03 | |
| TRAVERLERS COL INC | 2021-12-10 | $12,226 | $4,250 | $7,976 | $7,976 | 2007-06-19 | |
| WALMART INC | $15,861 | $5,624 | $10,237 | $10,237 | 2007-06-19 | ||
| ACCENTURE PLC IRELAND | 2021-07-29 | $9,456 | $970 | $8,486 | $8,486 | 2008-11-05 | |
| CHUBB LTD | 2021-12-22 | $10,258 | $3,150 | $7,108 | $7,108 | 2008-09-16 | |
| FRONTIER COMMUNICATIONS CORP | 2021-05-04 | $5,955 | -$5,955 | -$5,955 | |||
| CAPITAL GAINS DIVIDENDS | $63,194 | $63,194 | $63,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $338,303 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,357 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,357 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,570 | OverpaymentAmt |
| Applied To ES Tax | $19,570 | 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 | N/A | 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 | $57,100 | 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 | $240,295 |
| 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 | $7,866,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,939,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,939,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,820,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,787 | TotalTaxAmt |
| Distributable Before Adj | $384,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $384,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $384,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,939 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,091,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $626,898 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,798,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $194,692 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $194,692 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,603,971 | 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 | $1,603,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $977,073 | ExcessFromYear4Amt |
| Excess From Year3 | $626,898 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAGLES LANDING MIDDLE SCHOOL | ||||||
| 19500 CORAL RIDGE DRIVE | BOCA RATON | FL | 33498 | NONE | SCHOOL WINNER OF THE AMERICAN MILITARY HERO DOG NAMING CONTEST | $2,500 |
| JUPITER ELEMENTARY SCHOOL | ||||||
| 200 S LOXAHATCHEE DRIVE | JUPITER | FL | 33458 | NONE | SCHOOL WINNER OF THE AMERICAN MILITARY HERO DOG NAMING CONTEST | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | 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 | $169,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $439,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,694 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LOIS POPE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $36,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $3,364,295 | $5,660,978 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $407,502 | $427,112 |
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 | $1,755,077 | BookValueAmt |
| EOYFMV | $1,950,176 | 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 | $16,357 | BOYBookValueAmt |
| EOY Book Value | $19,570 | EOYBookValueAmt |
| EOYFMV | $19,570 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $430 | $0 | $0 |
| INSURANCE | $6,621 | $0 | $0 |
| SPECIAL EVENT EXPENSE | $98,289 | $0 | $98,289 |
| POSTAGE | $55 | $0 | $0 |
| OFFICE SUPPLIES | $323 | $0 | $0 |
| PAYROLL PROCESSING FEE | $25 | $0 | $0 |
| ADR FEES | $29 | $29 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $26,831 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $821 | BOYBookValueAmt |
| EOY Book Value | $1,204 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $280,445 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,012 | $1,012 | $0 |
| TAX ON INVESTMENT INCOME | $10,000 | $0 | $0 |
| PAYROLL TAX | $4,368 | $1,092 | $3,276 |