FLORESCUE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FLORESCUE FAMILY FOUNDATION INC (EIN 65-0375751)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349101446
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T13:32:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN CENTER ROAD SUITE 400 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650375751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORESCUE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 9547843031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 EAST SAMPLE ROAD SUITE 400 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON GUSTAFSON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 9547843031 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARON | PersonFirstNm |
| Person Last | GUSTAFSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT F BERGER CPA | PreparerPersonNm |
| PTIN | P00082698 | PTIN |
| Phone | 5613945100 | PhoneNum |
| Preparation | 2021-11-10 | 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 | 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 | $7,828,859 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $267,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$478,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,057,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,352 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$209,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $258,243 | 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 |
| Legal Fees Rev And Expnss | $3,928 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,908 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,103 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $528,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$814,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,406 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $446,817 | CashBOYAmt |
| Cash EOY | $288,536 | CashEOYAmt |
| Cash EOYFMV | $288,536 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,510,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,847,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,332,246 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,042,656 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,337,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,496,492 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $994,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $704,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $710,241 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,061 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,002,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,178,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,828,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $474,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $474,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,528,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,704,258 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,002,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,178,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,002,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,178,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,002,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$814,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,188,332 | SubtotalAmt |
| Other Decreases | $9,504 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,178,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,000,346 | $4,535,864 | -$535,518 | -$535,518 |
| CAPITAL GAINS DIVIDENDS | P | $56,684 | $56,684 | $56,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$478,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,680 | 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 | $7,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,867 | OverpaymentAmt |
| Applied To ES Tax | $4,867 | 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 | FLORESCUE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547843031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 EAST SAMPLE ROAD SUITE 400 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN FLORESCUE | ||||||||
| 3359 W HAYWARD PL | DENVER | CO | 80211 | DIRECTOR/SECRETARY | 0.25 | $0 | $0 | $0 |
| DANA SCHEER | ||||||||
| 50 E SAMPLE RD SUITE 400 | POMPANO BEACH | FL | 33064 | DIRECTOR/VP | 0.50 | $0 | $0 | $0 |
| MARK MYERS | ||||||||
| 50 E SAMPLE RD SUITE 400 | POMPANO BEACH | FL | 33064 | DIRECTOR/VP | 0.75 | $0 | $0 | $0 |
| RENATE FLORESCUE | ||||||||
| 50 E SAMPLE RD SUITE 400 | POMPANO BEACH | FL | 33064 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SHARON GUSTAFSON | ||||||||
| 50 E SAMPLE RD SUITE 400 | POMPANO BEACH | FL | 33064 | DIRECTOR/PRESIDENT | 4.00 | $0 | $0 | $0 |
| LOGAN DELANEY JR | ||||||||
| 6972 SE HARBOR CIRCLE | STUART | FL | 34996 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SETH E ELLIS ESQ | ||||||||
| 4755 TECHNOLOGY BLVD STE 205 | BOCA RATON | FL | 33431 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHARLES WEISSMAN | ||||||||
| 1095 AVENUE OF THE AMERICAS | NEW YORK | NY | 100366797 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRYAN FLORESCUE | ||||||||
| 50 E SAMPLE RD SUITE 400 | POMPANO BEACH | FL | 33064 | DIRECTOR | 0.25 | $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 | $7,304,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $239,196 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,626,720 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,626,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,512,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,813 | TotalTaxAmt |
| Distributable Before Adj | $372,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $372,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $372,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $528,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $528,406 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $528,406 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $671,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $487,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,023 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,747,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $528,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $372,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,603 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,903,279 | 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 | $671,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,231,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,826 | ExcessFromYear4Amt |
| Excess From Year3 | $487,386 | ExcessFromYear3Amt |
| Excess From Year2 | $289,642 | ExcessFromYear2Amt |
| Excess From Year1 | $118,023 | ExcessFromYear1Amt |
| Excess From Current Year | $155,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALL BOARD MEMBERS LISTED AT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 EAST SAMPLE RD SUITE 400 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9547843031 | RecipientPhoneNum |
| Form And Info And Materials | VARIOUS TYPES OF COMMUNICATIONS RELATING TO QUALIFIED CHARITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL REASONABLE APPLICATIONS WILL BE REVIEWED IN CONCERT WITH THE FOUNDATION'S PHILOSOPHY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBOTT HOUSE | |||||||
| 100 N BROADWAY | IRVINGTON | NY | 10533 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,593 |
| BRENTWOOD ACADEMY | |||||||
| 219 GRANNY WHITE PIKE | BRENTWOOD | TN | 37027 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 2900 NE 47TH STREET | FORT LAUDERDALE | FL | 33308 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,713 |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 4380 S SYRACUSE ST SUITE 430 | DENVER | CO | 80237 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $31,779 |
| CHILDRENS TUMOR FOUNDATION | |||||||
| 120 WALL STREET 16 FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| COVENANT HOUSE | |||||||
| 733 BREAKERS AVE | FORT LAUDERDALE | FL | 33304 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| CROHNS & COLITIS FOUNDATION | |||||||
| 21301 POWERLINE RD 301 | BOCA RATON | FL | 33433 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DENVER PUBLIC SCHOOLS FOUNDATION | |||||||
| 1860 LINCOLN STREET 10TH FLOOR | DENVER | CO | 80203 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $13,186 |
| DIABETES RESEARCH INSTITITUTE | |||||||
| 200 SOUTH PARK RD 100 | HOLLYWOOD | FL | 33021 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $31,779 |
| EXPERIENCE CAMPS | |||||||
| PO BOX 5121 | WESPORT | CT | 06881 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| FLORENCE CRITTENTON SERVICES | |||||||
| 96 SOUTH ZUNI STREET | DENVER | CO | 80223 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $21,186 |
| GOLDEN BELL EDUCATIONAL FOUNDATION (BOCA CHAMBER) | |||||||
| 1800 N DIXIE HIGHWAY | BOCA RATON | FL | 33432 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,600 |
| HARLEM SCHOOL OF THE ARTS | |||||||
| 645 SAINT NICHOLAS AVENUE | NEW YORK | NY | 10030 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,593 |
| HIBISCUS FOUNDATION | |||||||
| PO BOX 1406 | JENSEN BEACH | FL | 34958 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,593 |
| HOLY CROSS HOSPITAL | |||||||
| 4725 N FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| JDRF - JUVENILE DIABETES ASSOCIATION | |||||||
| 200 VESY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $16,779 |
| JOYAL CAPITAL MANAGEMENT FOUNDATION | |||||||
| 50 RESNICK ROAD | PLYMOUTH | MA | 02360 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 33066 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $93,303 |
| KOOTENAI HEALTH FOUNDATION | |||||||
| 2003 KOOTENAI HEALTH WAY | COEUR DALENE | ID | 83814 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| NAOMI BERRIE DIABETES CENTER | |||||||
| 1150 ST NICHOLAS AVENUE | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,593 |
| P WEISSMAN MEMORIAL SCHOLARSHIP AT BINGHAMTON UNIVERSITY | |||||||
| PO BOX 6005 | BINGHAMPTON | NY | 13902 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $42,372 |
| PALM BEACH STATE COLLEGE FOUNDATION | |||||||
| 4200 CONGRESS AVENUE 200 | LAKE WORTH | FL | 33461 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $31,186 |
| PINK VAIL | |||||||
| PO BOX 1529 | VAIL | CO | 81658 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PLACE OF HOPE | |||||||
| 21441 BOCA RIO ROAD | BOCA RATON | FL | 33433 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,593 |
| RED SANDSTONE ELEMENTRY | |||||||
| 551 N FRONTAGE ROAD | VAIL | CO | 81657 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $8,000 |
| ROYAL DAMES OF CANCER RESEARCH | |||||||
| 6278 N FEDERAL HWY 378 | FORT LAUDERDALE | FL | 33308 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $17,500 |
| ROOTS AND WINGS INC | |||||||
| 335 E LINTON BLVD SUITE 2219 | DELRAY BEACH | FL | 33483 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| ROTARY CLUB OF BOCA RATON SCHOLARSHIP PROGRAM | |||||||
| 2000 NW 19TH ST | BOCA RATON | FL | 33431 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| SAINT ANDREWS SCHOOL | |||||||
| 3900 JOG ROAD | BOCA RATON | FL | 33434 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| SPANISH RIVER HIGH SCHOOL | |||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| SHRINERS HOSPITAL | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,186 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| FLAUM EYE INSTITUTE | |||||||
| PO BOX 659 | ROCHESTER | NY | 14642 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $24,872 |
| WORLD VISION | |||||||
| PO BOX 70102 | TACOMA | WA | 98481 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,406 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,130 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$478,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$209,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$209,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $2,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEUTSCHE BANK #2608 - FIXED INCOME - CORPORATE | BondNm |
| EOY Book Value | $2,337,791 | EOYBookValueAmt |
| EOYFMV | $2,496,492 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEUTSCHE BANK #2608 - EQUITY - COMMUNICATION SERVICES | $208,104 | $239,534 |
| DEUTSCHE BANK #2608 - EQUITY - CONSUMER DISCRETIONARY | $202,581 | $220,419 |
| DEUTSCHE BANK #2608 - EQUITY - CONSUMER STAPLES | $104,329 | $112,868 |
| DEUTSCHE BANK #2608 - EQUITY - ENERGY | $38,282 | $47,636 |
| DEUTSCHE BANK #2608 - EQUITY - FINANCIALS | $180,361 | $217,221 |
| DEUTSCHE BANK #2608 - EQUITY - HEALTH CARE | $249,321 | $267,851 |
| DEUTSCHE BANK #2608 - EQUITY - INDUSTRIALS | $139,536 | $159,463 |
| DEUTSCHE BANK #2608 - EQUITY - INFORMATION TECHNOLOGY | $487,022 | $529,331 |
| DEUTSCHE BANK #2608 - EQUITY - MATERIALS | $42,844 | $49,532 |
| DEUTSCHE BANK #2608 - EQUITY - REAL ESTATE | $38,486 | $38,029 |
| DEUTSCHE BANK #2608 - EQUITY - UTILITIES | $49,465 | $52,982 |
| DEUTSCHE BANK #2608 - EQUITY - INVESTMENT FUNDS | $2,106,825 | $2,397,380 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB FINANCIAL SERVICES OPP CAYMAN FUND | AT COST | $250,175 | $239,196 |
| DEUTSCHE BANK #2608 - FIXED INCOME - INVESTMENT FUNDS | AT COST | $152,685 | $161,083 |
| DEUTSCHE BANK #2608 - FIXED INCOME - INT'L INV FUNDS | AT COST | $175,000 | $182,145 |
| DEUTSCHE BANK #2608 - ALTERNATIVE INVESTMENTS | AT COST | $126,141 | $127,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,928 | LegalFeesAmt |
| Net Investment Income | $1,908 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $7,061 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN NET ASSETS AND INVESTMENT ADJUSTMENTS | Desc |
| Amt | $9,504 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $125 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $220 | $0 | $0 |
| OAKTREE CAPITAL GROUP, LLC PORTFOLIO EXPENSES | $668 | $668 | $0 |
| DEUTSCHE BANK #2608 - OTHER INVESTMENT EXPENSE | $95 | $95 | $0 |
| INSURANCE EXPENSE | $1,031 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OAKTREE CAPITAL GROUP, LLC SUBPART F INCOME | Desc |
| Revenue And Expenses Per Books | $2,352 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,352 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $47,103 | Amt |
| Net Investment Income | $47,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,396 | $3,396 | $0 |
| ESTIMATED INCOME TAX | $7,680 | $0 | $0 |
| INCOME TAX | $4,367 | $0 | $0 |
| BUSINESS LICENSES AND FEES | $96 | $0 | $0 |