LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202003119349100440
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2020-11-06T12:42:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.84.13.233 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 16:16:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C285666AFA2AF60A526BDBE8A3FF13A6E3311CA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,511,600 | 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 | $80,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $209,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $267,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $557,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $628,433 | 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 | $45,760 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,440 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,320 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $241,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,219 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,609 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $318,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,626 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $445 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,272 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $702,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$293,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $610,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,639 | CashBOYAmt |
| Cash EOY | $22,878 | CashEOYAmt |
| Cash EOYFMV | $22,878 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,463,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,153,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,726,816 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $251,685 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,437,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,505,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,510,221 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,217,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,939,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,511,600 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $825 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $823 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $823 | 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 | $6,216,502 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,938,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,216,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,938,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,217,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,939,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,216,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$293,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,870 | OtherIncreasesAmt |
| Subtotal | $5,938,463 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,938,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED | $4,262 | $4,298 | -$36 | -$36 | |||
| 200 ACTIVISION BLIZZARD INC | $10,945 | $3,038 | $7,907 | $7,907 | 2016-09-06 | 2019-09-17 | |
| 60 AUTOMATIC DATA | $10,103 | $2,257 | $7,846 | $7,846 | 2017-04-13 | 2019-11-25 | |
| 250 CHINA RAILWAY CONSTRUCTIONS | $3,319 | $2,231 | $1,088 | $1,088 | 2017-04-13 | 2019-02-01 | |
| 85 DARDEN RESTAURANTS | $9,725 | $3,827 | $5,898 | $5,898 | 2017-04-13 | 2019-11-25 | |
| DOMINION ENERGY INC | $10,449 | $14,751 | -$4,302 | -$4,302 | 2017-04-13 | 2019-02-01 | |
| 627 EBAY INC | $22,927 | $7,561 | $15,366 | $15,366 | 2017-04-13 | ||
| 98 CHARTER COMMUNICATIONS INC A | $37,296 | $8,782 | $28,514 | $28,514 | 2016-09-06 | ||
| 493 COMCAST CORP NEW CL A | $21,829 | $7,346 | $14,483 | $14,483 | 2017-04-13 | ||
| 450 ESTERLINE TECHNOLOGIES CORP | $54,919 | $24,535 | $30,384 | $30,384 | 2017-04-13 | ||
| 225 FACEBOOK INC | $39,598 | $6,523 | $33,075 | $33,075 | 2016-09-06 | ||
| 156 FOOT LOCKER INC | $9,714 | $5,445 | $4,269 | $4,269 | 2017-04-13 | 2019-03-05 | |
| 115 HASBRO INC | $12,076 | $4,842 | $7,234 | $7,234 | 2017-04-13 | 2019-06-26 | |
| 115 HONEYWELL INTERNATIONAL INC | $19,908 | $5,917 | $13,991 | $13,991 | 2017-04-13 | ||
| HUAZHU GRP LTD SPON ADR | $20,760 | $8,933 | $11,827 | $11,827 | 2017-04-13 | 2019-05-21 | |
| INVESCO TR | $39,991 | $27,711 | $12,280 | $12,280 | 2017-04-13 | ||
| JP MORGAN CHASE | $47,411 | $47,921 | -$510 | -$510 | 2019-09-03 | ||
| MERCK & CO INC NEW | $3,776 | $1,828 | $1,948 | $1,948 | 2019-11-25 | ||
| 200 MICRON TECHNOLOGY INC | $9,402 | $2,076 | $7,326 | $7,326 | 2017-04-13 | 2019-11-25 | |
| 200 PAYPAL HOLDINGS INC | $22,825 | $3,730 | $19,095 | $19,095 | 2017-04-13 | 2019-06-26 | |
| 200 SELECT SECTOR SPDR F | $10,904 | $6,488 | $4,416 | $4,416 | 2017-04-13 | 2019-03-05 | |
| SELECT SECTOR SPDR | $39,166 | $34,584 | $4,582 | $4,582 | 2017-04-27 | ||
| 253 STARBUCKS CORP | $20,626 | $7,099 | $13,527 | $13,527 | 2017-04-13 | ||
| TWENTY-FIRST CENTY CL A | $1,687 | $914 | $773 | $773 | 2019-03-19 | ||
| 700 UNITED STATES STEEL CORP | $10,323 | $8,061 | $2,262 | $2,262 | 2017-04-13 | 2019-05-21 | |
| 140 WALGREENS BOOTS ALLIANCE | $9,988 | $6,344 | $3,644 | $3,644 | 2017-04-13 | 2019-02-01 | |
| 97 WASTE MGMT INC | $10,516 | $3,285 | $7,231 | $7,231 | 2017-04-13 | 2019-05-21 | |
| BOEING CO | $10,436 | $2,620 | $7,816 | $7,816 | 2007-06-19 | 2019-02-01 | |
| CSX CORP | $10,324 | $2,727 | $7,597 | $7,597 | 2019-07-26 | ||
| CHEVRON CORP | $5,215 | $3,751 | $1,464 | $1,464 | 2007-06-19 | 2019-11-25 | |
| GENL DYNAMICS CORP | $19,541 | $5,624 | $13,917 | $13,917 | 2008-12-02 | ||
| JOHN HANCOCK TAX | $20,663 | $38,493 | -$17,830 | -$17,830 | 2010-09-24 | 2019-11-25 | |
| HUMANA INC | $10,237 | $1,863 | $8,374 | $8,374 | 2007-06-19 | 2019-11-25 | |
| INTEL CORP | $19,959 | $9,922 | $10,037 | $10,037 | 2007-06-19 | ||
| JP MORGAN CHASE | $9,092 | $3,556 | $5,536 | $5,536 | 2007-06-19 | 2019-11-25 | |
| ELI LILLY & CO | $10,791 | $3,509 | $7,282 | $7,282 | 2008-11-05 | 2019-07-26 | |
| MERCK & CO INC NEW | $22,170 | $5,379 | $16,791 | $16,791 | |||
| MICROSOFT CORP | $10,482 | $2,135 | $8,347 | $8,347 | 2007-06-19 | 2019-11-25 | |
| REPUBLIC SVCS INC | $15,160 | $2,051 | $13,109 | $13,109 | 2007-12-03 | 2019-05-21 | |
| TRAVELERS COS INC | $20,219 | $7,331 | $12,888 | $12,888 | 2007-06-19 | 2019-05-21 | |
| TWENTY-FIRST CENTY CL A | $11,714 | $2,960 | $8,754 | $8,754 | 2019-03-19 | ||
| WALMART INC | $10,201 | $5,379 | $4,822 | $4,822 | 2007-06-19 | 2019-02-01 | |
| ACCENTURE PLC IRELAND | $20,476 | $3,556 | $16,920 | $16,920 | 2008-11-05 | ||
| CHUBB LTD | $36,301 | $14,203 | $22,098 | $22,098 | 2008-09-16 | ||
| Capital Gains Dividends | $20,202 | $20,202 | $20,202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,242 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,008,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,109,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,438,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,709,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.186526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $506,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,158,084 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121736 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,071 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,232,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031915 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $257,512 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,278,489 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060188 | DistributionYr5Rt |
| Total Distribution | 0.524739 | TotalDistributionRt |
| Average Distribution | 0.104948 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,167,859 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $752,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $758,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,627 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,001 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,001 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,790 | OverpaymentAmt |
| Applied To ES Tax | $12,790 | 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 | LIFE-EDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5615828083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| ROBERT C MILLER | ||||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELSA JOHNSON | ||||||||
| 301 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 | $274,798 |
| DAVIDSON DAWSON & CLARK LLP | |||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | LEGAL | $241,968 |
| 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 | $7,226,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,277,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,277,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,167,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,211 | TotalTaxAmt |
| Distributable Before Adj | $346,182 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $346,182 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $346,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $305,627 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,931 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $307,579 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,091,826 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $626,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,075,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $40,555 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,555 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,034,679 | 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 | $8,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,026,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $307,579 | ExcessFromYear3Amt |
| Excess From Year2 | $1,091,826 | ExcessFromYear2Amt |
| Excess From Year1 | $626,898 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADERS IN FURTHERING EDUCATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PUBLIC WELFARE | GrantOrContributionPurposeTxt |
| Amt | $149,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,000 | 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 | $209,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $267,603 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $477,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,303 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||
| 1 | 1720 SOUTH OCEAN BLVD | MANALAPAN | FL | 33462 | $45,000 | Yes (X) |
| AMERICAN HUMANE | ||||||
| 2 | 1400 16TH STREET NW SUITE360 | WASHINGTON | DC | 20036 | $35,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,219 | Amt |
| Net Investment Income | $4,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,609 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $256,905 | EOYBookValueAmt |
| EOYFMV | $251,685 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $3,685,016 | $5,234,675 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $468,814 | $492,141 |
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 | $1,505,673 | BookValueAmt |
| EOYFMV | $1,510,221 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $241,968 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $495 | $0 | $0 |
| INSURANCE | $8,302 | $0 | $0 |
| MADE FOR EACH OTHER: A HISTORY OF THE BOND BETWEEN HUMANS AND DOGS | $71,272 | $0 | $71,272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $15,870 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $825 | BOYBookValueAmt |
| EOY Book Value | $823 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $318,599 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $958 | $958 | $0 |
| PAYROLL TAX | $3,501 | $875 | $2,626 |