THE KIRK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE KIRK FOUNDATION INC (EIN 31-1625551)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349101388
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:07:48-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6181 MIAMI LAKES DRIVE EAST | AddressLine1Txt |
| City | MIAMI LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33014 | 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 | 311625551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 3054421118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8925 SW 148TH ST STE 210 | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSA SANTIAGO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3054421118 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK C BECK CPA | PreparerPersonNm |
| PTIN | P00891923 | PTIN |
| Phone | 3052310911 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.99.40.52 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:07:27 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D930C0AAB35DF849A3EC137A81B848C1BC19AF4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D254DEBBA962E93C3AD7FDDC00C2370E58340ABE | 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 | $31,382,878 | 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 | $10,102,579 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,726 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,726 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $462,570 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,570 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $462,570 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,247,644 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,212 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,550 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,550 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,550 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,844,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $581,058 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $470,846 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,891 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,017 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,017 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,771 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,612 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,694 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,694 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,521 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,521 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72,128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,132,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,132,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,488,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,302,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,355,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,251 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $470,846 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,495,451 | CashBOYAmt |
| Cash EOY | $6,818,768 | CashEOYAmt |
| Cash EOYFMV | $6,818,768 | CashEOYFMVAmt |
| Acct Rcvbl | $495 | AcctRcvblAmt |
| Acct Rcvbl BOY | $15,770 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $495 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $495 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,288,274 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,538,176 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,320,393 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,205,257 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,964,978 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,049,131 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,160,621 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,194,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,194,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,165,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,516,508 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,382,878 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,354 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,799 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,799 | 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 | $21,159,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,514,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,159,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,514,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,165,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,516,508 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,159,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,355,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,514,709 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,514,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BESSEMER TRUST - SEE ATTACHED | 2019-12-31 | $75,806 | $76,800 | -$994 | -$994 | ||
| BESSEMER TRUST - SEE ATTACHED | 2019-12-31 | $669,275 | $544,303 | $124,972 | $124,972 | ||
| 20 SHS PIMCO ETF TR | 2019-12-30 | $1,981 | $2,037 | -$56 | -$56 | 2017-10-20 | |
| GLENMEDE TRUST - SEE ATTACHED | 2019-12-31 | $4,227,022 | $4,281,742 | -$54,720 | -$54,720 | ||
| GLENMEDE TRUST - SEE ATTACHED | 2019-12-31 | $1,202,093 | $1,346,752 | -$144,659 | -$144,659 | ||
| INTERACTIVE BROKERS - SEE ATTACHED | 2019-12-31 | $699,016 | $688,773 | $10,243 | $10,243 | ||
| INTERACTIVE BROKERS - SEE ATTACHED | 2019-08-01 | $15,216 | $36,295 | -$21,079 | -$21,079 | 2019-08-01 | |
| USCI FUND | 2019-12-31 | $8,233 | $8,233 | $8,233 | 2017-12-31 | ||
| CAPITAL GAINS DIVIDENDS | $188,272 | $188,272 | $188,272 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,212 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$66,550 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $904,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,740,102 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084200 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $508,156 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,259,010 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,635 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,884,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,034,851 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063273 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,062,005 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043366 | DistributionYr5Rt |
| Total Distribution | 0.345582 | TotalDistributionRt |
| Average Distribution | 0.069116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,015,303 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,383,378 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,387,331 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,302,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,247 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $5,664 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSA SANTIAGO | IndividualWithBooksNm |
| Phone | 3054421118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8925 SW 148TH ST | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33176 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROSA SANTIAGO | ||||||||
| 8925 SW 148TH ST | PALMETTO BAY | FL | 33176 | PRESIDENT | 40.00 | $125,000 | $0 | $0 |
| RON SHUFFIELD | ||||||||
| 8925 SW 148TH ST | PALMETTO BAY | FL | 33176 | TREASURER | 1.00 | $0 | $0 | $0 |
| PAMELA GARRISON | ||||||||
| 8925 SW 148TH ST | PALMETTO BAY | FL | 33176 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KATHLEEN A STALEY | ||||||||
| 8925 SW 148TH ST | PALMETTO BAY | FL | 33176 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DARWIN PACE | ||||||||
| 8925 SW 148TH ST | PALMETTO BAY | FL | 33176 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,586,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,733,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,320,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,320,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,015,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,000,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,000,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,905 | TotalTaxAmt |
| Distributable Before Adj | $992,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $992,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $992,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,302,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,302,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,302,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $992,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $28,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $252,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $371,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $675,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,302,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $992,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $985,770 | 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 | $985,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,167 | ExcessFromYear4Amt |
| Excess From Year3 | $23,714 | ExcessFromYear3Amt |
| Excess From Year2 | $252,073 | ExcessFromYear2Amt |
| Excess From Year1 | $371,806 | ExcessFromYear1Amt |
| Excess From Current Year | $310,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI INC | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| ADRIENNE ARSHT CENTER TRUST INC | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| ALVIN AILEY AMERICAN DANCE THEATER | |||||||
| 400 WEST 55TH ST | NEW YORK | NY | 10019 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| AMIGOS TOGETHER FOR KIDS | |||||||
| 2153 CORAL WAY | MIAMI | FL | 33145 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| BE STRONG INTERNATIONAL | |||||||
| 9730 HIBISCUS ST | CUTLER BAY | FL | 33157 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| BOYS AND GIRLS CLUB OF MIAMI DADE | |||||||
| 2805 SW 32ND AVE | MIAMI | FL | 33133 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| BRANCHES | |||||||
| 11500 NW 12TH AVE | MIAMI | FL | 33168 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| BREAKTHROUGH MIAMI | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| CARE ELEMENTARY SCHOOL | |||||||
| 2025 NW 1ST AVE | MIAMI | FL | 33127 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| CITY THEATRE INC | |||||||
| 444 BRICKELL AVE STE 229 | MIAMI | FL | 33131 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| CORAL REEF DANCE BOOSTER | |||||||
| 10101 SW 152ND ST | MIAMI | FL | 33157 | NONE | EXEMPT | GENERAL PURPOSE | $273 |
| DADE HERITAGE TRUST INC | |||||||
| 190 SE 12TH TERRACE | MIAMI | FL | 33131 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| DANCE ALLIANCE BOOSTER CLUB | |||||||
| 10101 SW 152ND ST | MIAMI | FL | 33157 | NONE | EXEMPT | GENERAL PURPOSE | $9,000 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $1,500 |
| EDUCATE TOMORROW | |||||||
| 1717 N BAYSHORE DR | MIAMI | FL | 33132 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| ENCOUNTERS IN EXCELLENCE | |||||||
| 23050 SW 156TH AVE | MIAMI | FL | 33170 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL PURPOSE | $2,000 |
| EVERGLADES FOUNDATION | |||||||
| 18001 OLD CUTLER RD | PALMETTO BAY | FL | 33157 | NONE | EXEMPT | GENERAL PURPOSE | $4,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $1,500 |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| FLORIDA ELKS CHARITIES | |||||||
| 6304 SW 78TH ST | MIAMI | FL | 33143 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| FRIENDSHIP CIRCLE OF MIAMI | |||||||
| 8700 SW 112TH ST | MIAMI | FL | 33176 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 |
| GREATER MIAMI YOUTH FOR CHRIST | |||||||
| 9350 SW 79TH AVE | MIAMI | FL | 33156 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| GREATER MIAMI YOUTH SYMPHONY OF DADE | |||||||
| 5275 SUNSET DR | MIAMI | FL | 33143 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| GUITARS OVER GUNS ORGANIZATION | |||||||
| 169 EAST FLAGLER ST | MIAMI | FL | 33131 | NONE | EXEMPT | GENERAL PURPOSE | $50,000 |
| HEARING AND SPEECH CENTER OF FLORIDA | |||||||
| 9425 SW 72ND ST STE 261 | MIAMI | FL | 33173 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA | |||||||
| 101 WEST FLAGLER ST | MIAMI | FL | 33130 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| JUNIOR LEAGUE OF MIAMI | |||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 |
| JUNIOR ORANGE BOWL | |||||||
| 770 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| LOCUST PROJECTS | |||||||
| 3852 N MIAMI AVE | MIAMI | FL | 33127 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| MADD DADE COUNTY | |||||||
| 6130 SUNSET DR | S MIAMI | FL | 33143 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| MAST PTSA | |||||||
| 3979 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | NONE | EXEMPT | GENERAL PURPOSE | $7,500 |
| MEXICAN AMERICAN COUNCIL | |||||||
| 151 NW 11TH ST | HOMESTEAD | FL | 33030 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| MIAMI CHILDRENS MUSEUM | |||||||
| 980 MACARTHUR CAUSEWAY | MIAMI | FL | 33132 | NONE | EXEMPT | GENERAL PURPOSE | $60,000 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| MUSEUM OF SCIENCE | |||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| NAMI MIAMI DADE COUNTY | |||||||
| 299 ALHAMBRA CIRCLE | CORAL GABLES | FL | 33134 | NONE | EXEMPT | GENERAL PURPOSE | $26,000 |
| NATIONAL FOUNDATION OF ADVANCEMENT | |||||||
| 2100 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| NATIONAL PARKS CONSERVATION | |||||||
| 777 6TH ST NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL PURPOSE | $2,000 |
| NATIONAL TRUST | |||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| NATURAL RESOURCE DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | EXEMPT | GENERAL PURPOSE | $1,500 |
| NEW HOPE FOR WOMEN AND CHILDREN | |||||||
| 2650 MELBOURNE DR | SAN DIEGO | CA | 92123 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| NEW WORLD SYMPHONY | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST | WASHINGTON | DC | 20036 | NONE | EXEMPT | GENERAL PURPOSE | $1,500 |
| ORCHESTRA MIAMI INC | |||||||
| PO BOX 7598 | MIAMI | FL | 33255 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 |
| PERFORMING ARTS CENTER TRUST | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| PROJECT ART MIAMI | |||||||
| 8240 NW 7TH AVE | MIAMI | FL | 33150 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| PROJECT TALK | |||||||
| 2210 ENCINITAS BLVD | ENCINITAS | CA | 92024 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| READ TO A CHILD INC | |||||||
| 20 WILLIAM ST | WELLESLEY | MA | 02481 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| SERAFIC FIRE | |||||||
| 2153 CORAL WAY | MIAMI | FL | 33145 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 |
| SOFIAS HOPE | |||||||
| 10106 SW 126TH ST | MIAMI | FL | 33176 | NONE | EXEMPT | GENERAL PURPOSE | $10,000 |
| SOLUTIONS FOR CHANGE | |||||||
| 722 W CALIFORNIA AVE | VISTA | CA | 92083 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| SOUTH FLORIDA YOUTH SYMPHONY | |||||||
| 11380 NW 27TH AVE | MIAMI | FL | 33167 | NONE | EXEMPT | GENERAL PURPOSE | $15,000 |
| STRONG GIRLS | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| TEACH FOR AMERICAN MIAMI DADE | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| THE CHRISTIAN AND MISSIONARY ALLIANCE | |||||||
| 8595 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | NONE | EXEMPT | GENERAL PURPOSE | $12,500 |
| THE EDUCATION FUND | |||||||
| 6713 MAIN ST | MIAMI LAKES | FL | 33014 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| THE MURRAY DRANOFF FOUNDATION | |||||||
| 3550 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | EXEMPT | GENERAL PURPOSE | $20,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| THE POSSE FOUNDATION | |||||||
| 1 SE 3RD AVE STE 2400 | MIAMI | FL | 33131 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| THE SEED SCHOOL OF MIAMI | |||||||
| 1901 NW 127TH ST | MIAMI | FL | 33167 | NONE | EXEMPT | GENERAL PURPOSE | $50,000 |
| THOMAS ARMOUR YOUTH BALLET | |||||||
| 5818 SW 73RD ST | S MIAMI | FL | 33143 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| UNITED WAY OF MIAMI DADE | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | EXEMPT | GENERAL PURPOSE | $26,000 |
| URBAN PROMISE MIAMI INC | |||||||
| 985 NW 1ST ST | MIAMI | FL | 33128 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| VISCAYA MUSEUM AND GARDENS TRUST | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| WELLSPRING COUNSELING INC | |||||||
| 14401 OLD CUTLER RD | PALMETTO BAY | FL | 33158 | NONE | EXEMPT | GENERAL PURPOSE | $7,500 |
| WHISPERING MANES | |||||||
| 6105 SW 125TH AVE | MIAMI | FL | 33183 | NONE | EXEMPT | GENERAL PURPOSE | $5,000 |
| WORLD LITERACY CRUSADE OF FL INC | |||||||
| 1600 NW 3RD AVE | MIAMI | FL | 33136 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | EXEMPT | GENERAL PURPOSE | $2,500 |
| ZOO MIAMI FOUNDATION | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | NONE | EXEMPT | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,132,773 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,726 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,570 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $741,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $741,788 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| R KIRK LANDON IRREVOCABLE TRUST | |||||||
| 1 | 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $500,000 | Yes (X) | |
| ESTATE OF R KIRK LANDON | |||||||
| 2 | 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $9,591,648 | Yes (X) | Yes (X) |
| LANDON CHARITABLE REMAINDER UNITRUST 398 | |||||||
| 3 | 222 ROYAL PALM WAY | PALM BEACH | FL | 33480 | $10,931 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | LANDON GAMMA LP 68% PARTNERSHIP INTEREST | NoncashPropertyDesc |
| Fair Market Value | $9,591,648 | FairMarketValueAmt |
| Received | 2019-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| LANDON INVESTMENTS LP K1 | PURCHASED | 2019-12 | $160,031 | $0 | $160,031 |
| LANDON BETA INC K1 | PURCHASED | 2019-12 | $49 | $0 | $49 |
| LANDON BETA INC K1 | PURCHASED | 2019-12 | $647 | $0 | $647 |
| LANDON BETA INC K1 1231 SEC GAIN | PURCHASED | 2019-12 | $3 | $0 | $3 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED - BESSEMER TRUST | $2,727,182 | $2,809,886 |
| PIMCO ETR TR ENHANCED | $237,796 | $239,245 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED - BESSEMER TRUST | $938,555 | $1,047,648 |
| SEE ATTACHED - GLENMEDE | $9,599,621 | $10,272,745 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WILLOWYCK PARTNERS LP | AT COST | $118,434 | $118,434 |
| TES OFFSHORE FUND | AT COST | $66,491 | $66,491 |
| LANDON BETA INC | AT COST | $58,446 | $58,446 |
| LANDON INVESTMENTS LP | AT COST | $359,072 | $359,072 |
| LANDON GAMMA LP | AT COST | $9,591,648 | $9,591,648 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,687 | $0 | $0 | $1,687 |
| OFFICE EXPENSE | $647 | $0 | $0 | $647 |
| TELEPHONE | $3,110 | $0 | $0 | $3,110 |
| ANNUAL REPORT | $61 | $0 | $0 | $61 |
| INVESTMENT LOSS FROM PASSTHRUS | $72,128 | $72,128 | $0 | $0 |
| PAYROLL SERVICE FEES | $1,765 | $0 | $0 | $1,765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TES OFFSHORE FUND | $5,515 | $5,515 | $5,515 |
| UNITED STATES COMMODITY INDEX FUND | -$2,964 | -$2,964 | -$2,964 |
| LANDON BETA INC | -$1 | -$1 | -$1 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| USCI FUND | $6,354 | $0 |
| DUE FROM LANDON INVESTMENTS LP | $0 | $1,799 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $86,891 | Amt |
| Net Investment Income | $86,891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $9,612 | $0 | $0 | $9,612 |
| FEDERAL TAXES | $1,076 | $1,076 | $0 | $0 |
| FOREIGN TAXES | $7,695 | $7,695 | $0 | $0 |