GORE FAM MEMORIAL FOUNDATION TR 3298-4: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GORE FAM MEMORIAL FOUNDATION TR 3298-4 (EIN 59-6497544)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-12-14
- IRS object ID
- 202003499349100100
- Schema version
- 2019v5.0
- 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
- Legal Fees 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 | 2020-12-14T01:00:34-08:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650352184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Landon & Associates PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 N Federal Hwy Suite 202 | 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 | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596497544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gore Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORE | BusinessNameControlTxt |
| Phone | 9547818634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 North Ocean Drive | AddressLine1Txt |
| City | Ft Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurence D Gore | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2020-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James C Landon CPA | PreparerPersonNm |
| PTIN | P01344892 | PTIN |
| Phone | 5613914848 | PhoneNum |
| 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 | $23,868,614 | 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 |
| Dividends Rev And Expnss | $521,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,909 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $521,909 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,710,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,376,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,710,158 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $875,454 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,091 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,233,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,232,067 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,397,363 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,060 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $94,060 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $106,183 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $106,183 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,254 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,254 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,414 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $29,414 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,127 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,877 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,436 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,790 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,484 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $19,484 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,618 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,618 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,124 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $466,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $877,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $877,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,344,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,246,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,888,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,143,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,397,363 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,722 | CashBOYAmt |
| Cash EOY | $6,569 | CashEOYAmt |
| Cash EOYFMV | $6,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $860,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $843,077 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $5,324,178 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,383,247 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,928,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,567,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,714,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,148,742 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,873,729 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,920,981 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $623,851 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $18,774,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,632,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,868,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,774,577 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,632,583 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,774,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,632,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,774,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,632,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,774,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,888,739 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,663,316 | SubtotalAmt |
| Other Decreases | $30,733 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,632,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 36,520.54 MFB Northern Intl Eqty Index FD | P | 2018-12-17 | 2019-06-18 | $440,803 | $410,491 | $30,312 | $30,312 |
| 3,101.10 MFB Northern Equity Index MID | P | 2018-12-20 | 2019-06-18 | $56,595 | $48,067 | $8,528 | $8,528 |
| 5,294.01 MFB Northern Funds stk Index | P | 2018-12-20 | 2019-06-18 | $179,202 | $153,625 | $25,577 | $25,577 |
| 11,791.12 MFO DFA Emerging Markets | P | 2019-01-29 | 2019-06-18 | $330,623 | $332,156 | -$1,533 | -$1,533 |
| 12,489.41 MFO DFA INVT Dimensions Grp Inc | P | 2019-01-28 | 2019-06-18 | $497,079 | $442,875 | $54,204 | $54,204 |
| 246,540.23 MFB Northern Equity Index INTL | P | 2009-06-18 | 2019-06-18 | $2,975,740 | $2,302,045 | $673,695 | $673,695 |
| 41,086.70 MFB Northern Equity Index MID | P | 2014-08-08 | 2019-06-18 | $749,832 | $738,797 | $11,035 | $11,035 |
| 142,101.75 MFB Nothern Funds Stk Index | P | 2009-06-08 | 2019-06-18 | $4,810,145 | $1,651,941 | $3,158,204 | $3,158,204 |
| 27,731.12 MFO DFA INVT Dimensions Grp Inc | P | 2016-04-19 | 2019-06-18 | $567,379 | $575,609 | -$8,230 | -$8,230 |
| Attachment 1 Short Term Covered | P | 2019-02-01 | 2019-12-15 | $5,346,955 | $5,332,496 | $14,459 | $14,459 |
| 330,055 Blackrock High Yield Bond Portfolio | P | 2019-07-02 | 2019-07-03 | $2,528,221 | $2,505,618 | $22,603 | $22,603 |
| 620,852 Doubleline Core Fixed | P | 2019-07-02 | 2019-07-03 | $6,885,249 | $6,643,116 | $242,133 | $242,133 |
| 2,087 iShares Russell 2000 ETF | P | 2019-06-24 | 2019-07-02 | $322,372 | $317,078 | $5,294 | $5,294 |
| 2,400 iShares Core S&P Small Cap ETF | P | 2019-06-24 | 2019-07-02 | $186,221 | $162,370 | $23,851 | $23,851 |
| 8,406 iShares Global Infrastructure ETF | P | 2019-06-24 | 2019-07-02 | $390,140 | $388,357 | $1,783 | $1,783 |
| 33,874 Northern Global Real Estate Index Fd | P | 2019-06-28 | 2019-07-02 | $376,340 | $180,968 | $195,372 | $195,372 |
| 20,500 Vanguard Intl Equity | P | 2019-06-24 | 2019-07-02 | $882,302 | $783,816 | $98,486 | $98,486 |
| 34,529 Flexshares Morningstar | P | 2019-06-24 | 2019-07-02 | $1,141,514 | $1,064,136 | $77,378 | $77,378 |
| Attachment 2 Short Term Covered | P | 2019-06-24 | 2019-07-02 | $709,307 | $632,300 | $77,007 | $77,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,710,158 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $875,454 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,101,553 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,024,523 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,031,153 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,097,118 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,142,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,683,617 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05269 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,102,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,141,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $858,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,859,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03755 | DistributionYr5Rt |
| Total Distribution | 0.232537 | TotalDistributionRt |
| Average Distribution | 0.046507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,025,741 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,070,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,122,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,246,980 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $51,436 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,436 | SubtotalAmt |
| Tax Based On Investment Income | $51,436 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $468 | EsPenaltyAmt |
| Tax Due | $51,904 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diane Christine Fiore | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547818634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 North Ocean Drive Suite 208 | AddressLine1Txt |
| City | Ft Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Laurence D Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Chairman | 5.00 | $10,793 |
| Barbara P Kohl | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Vice Chairman | 2.00 | $10,793 |
| Michael L Enos | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Treasurer | 2.00 | $10,416 |
| Pamela Bringsjord | ||||||
| 4747 North Ocean Dr Ste 208 | Boca Raton | FL | 33308 | Secretary | 2.00 | $10,793 |
| Charles H Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $9,893 |
| Guy P Gore | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $10,793 |
| Paul A Gore Jr | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $10,793 |
| Nanct G Saravia Ph D | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Lauderdale | FL | 33308 | Trustee | 2.00 | $9,893 |
| Kathleen P Whitney | ||||||
| 4747 North Ocean Dr Ste 208 | Ft Luderdale | FL | 33308 | Trustee | 2.00 | $9,893 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Fiore | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 4747 N Ocean Dr Suite 208 | AddressLine1Txt |
| City | Ft Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333082947 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trust Administrato | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,447 | CompensationAmt |
| Employee Benefits | $8,765 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Northern Trust Company | |||||
| PO Box 803878 | Chicago | IL | 60680 | Investment Advisory | $29,418 |
| Merrill Lynch | |||||
| 301 Tresser Blvd 10th FL | Stamford | CT | 06901 | Investment Advisory | $73,829 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,908,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,376,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,376,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $350,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,025,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,151,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,151,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,436 | TotalTaxAmt |
| Distributable Before Adj | $1,099,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,099,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,099,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,246,980 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,246,980 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,436 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,195,544 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,099,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,138,804 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,246,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,138,804 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,176 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $991,675 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Council on Foundations | |||||||
| PO Box 75661 | Baltimore | MD | 21275 | None | PC | General Foundation Purposes. Allowable distribution amount for annual dues | $3,000 |
| Florida State University | |||||||
| 1500A University Drive | Tallahassee | FL | 32306 | None | PC | College ScholarshipsDisaabled Graduate Student | $2,910 |
| Humane Society Of Broward County | |||||||
| 2070 Griffin Road | Ft Lauderdale | FL | 33312 | None | PC | General | $15,170 |
| Nova Southeastern University | |||||||
| 3100 Southwest 9th Avenue | Ft Lauderdale | FL | 33315 | None | PC | Nova School Safety Conference and financial assistance for underserved amd undreinsured | $15,170 |
| Lovewell Institute for the Creative Arts | |||||||
| 1000 West Mcnab Road Ste 320 | Ft Lauderdale | FL | 33069 | None | PC | Non-Disabled Scholarships-Various Programs | $15,170 |
| Ft Lauderdale Historical Society | |||||||
| 219 SW 2nd Avenue | Ft Lauderdale | FL | 33301 | None | PC | Funding to support Educational School Programs | $11,375 |
| American Indian College Fund | |||||||
| 8333 Greenwood Blvd Ste 120 | Denver | CO | 80221 | None | PC | Scholarships to directly benefit American Indian Students | $15,170 |
| Broward Preforming Arts Foundation | |||||||
| 201 SW Fifth Avenue | Ft lauderdale | FL | 33312 | None | PC | Fall 2017 Pilot Project for AutisticAudiences | $15,170 |
| Pace Center for Girls Broward | |||||||
| 2225 North Andrews Avenue | Wilton Manors | FL | 33311 | None | PC | Counseling and academic day program | $15,170 |
| Ribbon Riders Inc | |||||||
| PO Box 952283 | Lake Mary | FL | 32795 | None | PC | General Operating Funds for Patient Medical Costs | $15,170 |
| Everglades Angels Dog Rescue Inc | |||||||
| 2637 E Atlantic Blvd 269 | Pompano Beach | FL | 33062 | None | PC | General Operating Funds to support the mission of the organization | $18,200 |
| Semper FI Fund | |||||||
| 825 College Blvd Ste 102 PMB 609 | Oceanside | CA | 92057 | None | PC | General Operating Funds to support the organization's mission. | $15,170 |
| Dream Centers of Colorado Springs | |||||||
| 11025 Voyager parkway | Colorado Springs | CO | 80921 | None | PC | Assistance to develop Mary's Home | $45,500 |
| Dolphin Research Center | |||||||
| 58901 Overseas Highway | Grassy Key | FL | 33050 | None | PC | Special Needs Pathway Program for the Disabled | $9,100 |
| Child Development Resources | |||||||
| 150 Point OWoods | Williamsburg | VA | 23188 | None | PC | Developmental Playground for the Disabled | $18,200 |
| Boys and Girls Club of Broward County | |||||||
| 877 NW 61st Street | Ft lauderdale | FL | 33309 | None | PC | Support for the Youth Education Success (YES) Program | $25,000 |
| Jack and Jill Childrens Center | |||||||
| 1315 W Broward Blvd | Ft Lauderdale | FL | 33312 | None | PC | Support for one 3 year old class program | $42,500 |
| Lighthouse of Broward County | |||||||
| 650 N Andrews Avenue | Ft Lauderdale | FL | 33311 | None | PC | Support for the bright Beginnings-Early Intervention Program | $42,500 |
| Mary Carrico Memorial School | |||||||
| 9546 KY HWY144 | Philpot | KY | 42366 | None | PC | Stem ActivitiesTution Assistance and teaching Materials | $40,000 |
| Rebuilding Together Broward County | |||||||
| 4824 NE 12th Avenue | Oakland Park | FL | 33334 | None | PC | Support for the Safe and Healthy Homes and Communities Program | $42,500 |
| Habitat For Humanity | |||||||
| 3564 North Ocean Blvd | Ft Lauderdale | FL | 33308 | None | PC | Key to Economic Prosperity Home Ownership Program | $25,000 |
| Boys and Girls Club of Broward County | |||||||
| 877 NW 61st Street | Ft Lauderdale | FL | 33309 | None | PC | Support for the Youth Education Success (YES) Program | $15,000 |
| Jack and kill Childrens Center | |||||||
| 1315 W Broward Blvd | Ft Lauderdale | FL | 33312 | None | PC | Support for one 3 year old class program | $15,000 |
| Lighthouse Of Broward County | |||||||
| 650 N Andreews Avenue | Ft lauderdale | FL | 33311 | None | PC | Support for the bright Beginnings-Early Intervention Program | $15,000 |
| The Flite Center | |||||||
| 1100 West McNab Road | Ft Lauderdale | FL | 33309 | None | PC | Support for the You Matter Program | $42,500 |
| The Flite Center | |||||||
| 1100 West McNab Road | Ft Lauderdale | FL | 33309 | None | PC | Support for the You Matter Program | $15,000 |
| Rebuilding Together Broward County | |||||||
| 4824 NE 12th Avenue | Oakland Park | FL | 33334 | None | PC | Support for the Safe and Healthy Homes and Communities Program | $15,000 |
| Habitat for Humanity | |||||||
| 3564 North Ocean Blvd | Ft Lauderdale | FL | 33308 | None | PC | Key to Economic Prosperity Home Ownership Program | $15,000 |
| ARC Broward | |||||||
| 10250 NW 53rd Street | Sunrise | FL | 33351 | None | PC | Support for work of ARC in working with people with disabilities | $20,000 |
| ARC Broward | |||||||
| 10250 NW 53rd Street | Sunrise | FL | 33351 | None | PC | Support for work of ARC in working with people with disabilities | $15,000 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Highway | Ft Lauderdale | FL | 33316 | None | PC | Support work of organization in working with individuals with special health care needs. | $20,000 |
| Children's Diagnostic Treatment Cen | |||||||
| 1401 S Federal Highway | Ft Lauderdale | FL | 33316 | None | PC | Support work of organization in working with individuals with special health care needs. | $15,000 |
| Women in Distress Of Broward County | |||||||
| 1372 FL-7 | Margate | FL | 33063 | None | PC | Support efforts to stop domestic violence | $42,500 |
| Women in Distress Of Broward County | |||||||
| 1372 FL-7 | Margate | FL | 33063 | None | PC | Support efforts to stop domestic violence | $15,000 |
| Cypress Cove Conservacy Charity | |||||||
| PO Box 110308 | Naples | FL | 34108 | None | PC | Support of efforts to conserve critical habitats for threatened and endangered species | $21,295 |
| Healthy Mothers Healthy Babies Coal | |||||||
| 5546 W Oakland Park Blvd | Lauderhill | FL | 33313 | None | PC | To support organization's mission in strengthening families and improving birth outcomes | $34,125 |
| Home for our Troops | |||||||
| 6 Main Street | Taunton | MA | 02780 | None | PC | To support misssion to provide specially adapted homes for injured vets. | $3,730 |
| Eqqus Foundation | |||||||
| 168 Long Lots Road | Westport | CT | 06880 | None | PC | To support mission of protecting America's horses and the bond between horses and people. | $15,170 |
| Women of the World | |||||||
| 415 E 3900 S | Salt Lake City | UT | 84107 | None | PC | To support mission to build refugee, asylum seeker and immigrant women self-reliance | $20,475 |
| The Father McKenna Center Inc | |||||||
| 191 St NW | Washington | DC | 20001 | None | PC | To support Catholic social service agency serving men struggling with homelessness. | $15,170 |
| Gonzaga College High School | |||||||
| 191 I St | Washington | DC | 20001 | None | PC | To support high schools mission | $15,170 |
| Boston College Lynch School | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | None | PC | To support educational efforts of School | $15,170 |
| Rhode Island School of Design | |||||||
| 2 College St | Providence | RI | 02903 | None | PC | To support academic mission of school | $15,170 |
| Center for Independent Living of Br | |||||||
| 4800 FL-7 102 | Lauderdale Lakes | FL | 33319 | None | PC | To assist the organization in its mission to offer assitance to people with disablities. | $15,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $877,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,909 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,710,158 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Blackrock FDS High Yield | 14 | $235 |
| Class Action Payments | 14 | $383 |
| MFO DFA DIMEN EMERG | 14 | $12 |
| MFO DFA DIMEN RE | 14 | $10 |
| MFO DoubleLine Core Fixed | 14 | $423 |
| MFO Franklin Invs Sec | 14 | $22 |
| MFOBlackrock FDS V High | 14 | $6 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $523,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,710,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,233,158 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Other accounting Fees | $10,627 | $0 | $0 | $10,627 |
| Tax Preparation Fee | $2,500 | $1,250 | $0 | $1,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tripp Scott | CategoryTxt |
| Legal Fees | $29,414 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,414 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Bond Amortization | $30,488 |
| Penalty | $245 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Charges | $72 | $72 |
| Insurance-Commercial Liability | $1,075 | $1,075 |
| Insurance-Directors and Officers | $3,502 | $3,502 |
| Insurance-Windstorm | $884 | $8,841 |
| Insurance-Workers Comp | $362 | $362 |
| Office Administration | $11,272 | $11,272 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Blackrock FDS High Yield | $235 |
| Class Action Payments | $383 |
| MFO DFA DIMEN EMERG | $12 |
| MFO DFA DIMEN RE | $10 |
| MFO DoubleLine Core Fixed | $423 |
| MFO Franklin Invs Sec | $22 |
| MFOBlackrock FDS V High | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT Services | $3,000 | $0 | $0 | $3,000 |
| Merrill Lynch Fees | $73,829 | $55,372 | $0 | $18,457 |
| Northern Trust Fees | $29,418 | $22,064 | $0 | $7,354 |
| Payroll Services | $1,365 | $0 | $0 | $1,365 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Estimated Tax Payments | $12,424 | |
| Excise Tax | $4,496 | |
| Foreign Taxes | $9,790 | $9,790 |