LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-06
- IRS object ID
- 202133109349100003
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-06T11:46:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 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 | 2020-01-01 | 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 | 2021-10-15 | 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 | 2021-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $7,515,037 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $989,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,116 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $387,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,734 | 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 | $46,123 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,531 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,592 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $175,838 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,151 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,646 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $241 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $257 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $462,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,878 | CashBOYAmt |
| Cash EOY | $83,947 | CashEOYAmt |
| Cash EOYFMV | $83,947 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,153,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,933,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,536,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,505,673 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,643,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,878,201 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,357 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,939,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,677,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,515,037 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $823 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $821 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $821 | 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 | $5,938,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,676,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,938,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,676,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,939,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,677,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,938,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,699,803 | SubtotalAmt |
| Other Decreases | $23,126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,676,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN ELECTRIC POWER | 2008-11-05 | 2020-01-22 | $14,898 | $4,938 | $9,960 | $9,960 | |
| AMERICAN WATER WORKS | 2017-04-13 | 2020-01-22 | $14,214 | $4,248 | $9,966 | $9,966 | |
| AMGEN INC | 2008-11-05 | $19,697 | $5,097 | $14,600 | $14,600 | ||
| AQUA AMERICA INC | 2011-06-28 | 2020-01-22 | $15,270 | $5,222 | $10,048 | $10,048 | |
| ASSURANT INC | 2008-02-05 | 2020-12-21 | $9,058 | $4,605 | $4,453 | $4,453 | |
| AUTOMATIC DATA PROCESSING | 2017-04-13 | 2020-01-22 | $14,163 | $3,009 | $11,154 | $11,154 | |
| BANK AMER CORP | 2007-01-05 | 2020-04-14 | $99,161 | $98,003 | $1,158 | $1,158 | |
| BIONDVAX | 2017-04-13 | $75,157 | $15,531 | $59,626 | $59,626 | ||
| CARNIVAL CORP | 2020-04-14 | $628 | $1,677 | -$1,049 | -$1,049 | ||
| CARNIVAL CORP | 2020-04-14 | $9,327 | $23,333 | -$14,006 | -$14,006 | ||
| CARNIVAL CORP | 2020-04-14 | $684 | $3,562 | -$2,878 | -$2,878 | ||
| CATERPILLAR INC | 2007-06-19 | 2020-10-08 | $10,839 | $5,769 | $5,070 | $5,070 | |
| CSX CORP | 2008-12-02 | 2020-12-21 | $6,612 | $863 | $5,749 | $5,749 | |
| EBAY INC | 2017-04-13 | $20,017 | $4,824 | $15,193 | $15,193 | ||
| ELECTRONIC ARTS INC | 2017-04-13 | 2020-01-22 | $11,175 | $3,825 | $7,350 | $7,350 | |
| ELI LILLY & CO | 2008-11-05 | $23,587 | $5,614 | $17,973 | $17,973 | ||
| 2016-09-06 | 2020-01-22 | $9,906 | $1,305 | $8,601 | $8,601 | ||
| HUAZHU GRP LTD SPON ADR | 2017-04-13 | 2020-12-21 | $9,221 | $6,258 | $2,963 | $2,963 | |
| HUMANA INC | 2011-12-30 | 2020-04-14 | $9,593 | $1,553 | $8,040 | $8,040 | |
| INTEL CORP | 2007-06-19 | 2020-12-21 | $37,278 | $15,488 | $21,790 | $21,790 | |
| INVESCO TR AEROSPACE | 2017-04-13 | 2020-10-08 | $14,697 | $4,160 | $10,537 | $10,537 | |
| JOHN HANCOCK TAX | 2020-04-14 | $23,705 | $52,632 | -$28,927 | -$28,927 | ||
| JOHN HANCOCK TAX | 2020-04-14 | $14,360 | $26,667 | -$12,307 | -$12,307 | ||
| JP MORGAN | 2007-06-19 | $9,803 | $4,064 | $5,739 | $5,739 | ||
| MACYS | 2020-04-14 | $2,076 | $12,816 | -$10,740 | -$10,740 | ||
| MACYS | 2020-04-14 | $6,642 | $29,899 | -$23,257 | -$23,257 | ||
| MACY'S | 2020-04-14 | $1,313 | $2,299 | -$986 | -$986 | ||
| MAPLE BLUFF WI TAXABLE | 2011-04-13 | 2020-04-01 | $250,000 | $256,905 | -$6,905 | -$6,905 | |
| MARRIOTT INTL INC | 2017-04-13 | $19,119 | $11,146 | $7,973 | $7,973 | ||
| MERCK & CO | 2020-01-22 | $15,695 | $9,540 | $6,155 | $6,155 | ||
| MERCK & CO | 2017-04-13 | $21,241 | $9,069 | $12,172 | $12,172 | ||
| MICRON TECHNOLOGY INC | 2017-04-13 | $20,020 | $3,529 | $16,491 | $16,491 | ||
| MICROSOFT CORP | 2007-06-19 | $44,131 | $7,320 | $36,811 | $36,811 | ||
| MONDELEZ INTL INC | 2017-04-13 | 2020-10-08 | $10,625 | $4,567 | $6,058 | $6,058 | |
| NIKE INC | 2008-11-05 | $19,818 | $2,267 | $17,551 | $17,551 | ||
| NUCOR CORP | 2008-07-03 | 2020-01-22 | $5,153 | $6,306 | -$1,153 | -$1,153 | |
| OCCIDENTAL PETRO | 2020-08-03 | $3 | $2 | $1 | $1 | ||
| PAYPAL HOLDINGS | 2017-04-13 | $41,125 | $4,103 | $37,022 | $37,022 | ||
| PFIZER INCORPORATED | 2007-07-16 | 2020-10-08 | $10,228 | $7,300 | $2,928 | $2,928 | |
| SELECT SECTOR SPDR | 2017-04-27 | 2020-10-08 | $25,098 | $23,851 | $1,247 | $1,247 | |
| TRAVELERS COS INC | 2007-06-19 | 2020-06-17 | $10,329 | $4,781 | $5,548 | $5,548 | |
| CALIFORNIA RES CORP | 2020-11-04 | $1,493 | -$1,493 | -$1,493 | |||
| CAPITAL GAINS DIVIDENDS | $13,890 | $13,890 | $13,890 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,116 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,790 | 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 | $22,790 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,357 | OverpaymentAmt |
| Applied To ES Tax | $16,357 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $302,199 |
| DAVIDSON DAWSON & CLARK LLP | |||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | LEGAL | $161,838 |
| 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 | $6,847,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,956,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,956,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,852,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,433 | TotalTaxAmt |
| Distributable Before Adj | $336,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,167 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,527 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $307,579 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,091,826 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $626,898 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,026,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $227,640 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $227,640 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,798,663 | 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 | $1,798,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,939 | ExcessFromYear4Amt |
| Excess From Year3 | $1,091,826 | ExcessFromYear3Amt |
| Excess From Year2 | $626,898 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,041 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,041 | 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 | $9,151 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $3,544,706 | $5,126,128 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $388,593 | $410,404 |
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 | $1,643,895 | BookValueAmt |
| EOYFMV | $1,878,201 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $175,838 | 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 |
| EOY Book Value | $16,357 | EOYBookValueAmt |
| EOYFMV | $16,357 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $23,126 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $511 | $0 | $0 |
| INSURANCE | $5,838 | $0 | $0 |
| SPECIAL EVENT EXPENSE | $23,839 | $0 | $23,839 |
| POSTAGE | $145 | $0 | $0 |
| BANK CHARGES | $64 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $823 | BOYBookValueAmt |
| EOY Book Value | $821 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $349,649 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,450 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $517 | $517 | $0 |
| TAX ON INVESTMENT INCOME | $10,000 | $0 | $0 |
| PAYROLL TAX | $3,528 | $882 | $2,646 |