JOSEPH AND ALBERTA MURPHY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ALBERTA MURPHY FOUNDATION (EIN 65-6373326)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-04
- IRS object ID
- 201903089349100010
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-04T09:01:49-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA E VAIL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 RONKONKOMA BLVD | AddressLine1Txt |
| City | CENTEREACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117203329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656373326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & ALBERTA MURPHY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5618224900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8246 MAN O WAR ROAD | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5618224900 | PhoneNum |
| Signature | 2019-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA E VAIL | PreparerPersonNm |
| PTIN | P00075420 | PTIN |
| Phone | 6316985203 | PhoneNum |
| Preparation | 2019-10-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.88.19.64 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-26 | IPDt |
| IP Tm | 20:03:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F1C4C3380A5EDC834A2A0F0870EB29DAE0B3127 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F1C4C3380A5EDC834A2A0F0870EB29DAE0B3127 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $502,696 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,091 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,197 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,099 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,599 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,524 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $458,152 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $449,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,101 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $595 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,071 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,071 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $484,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $459,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $502,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $882,229 | CapitalStockBOYAmt |
| Capital Stock EOY | $895,825 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$397,559 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$436,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $484,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $459,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $484,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $459,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $484,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $459,606 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $459,606 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY-S/T COVERED | P | 2018-03-27 | 2018-12-27 | $6,631 | $8,037 | -$1,406 | -$1,406 |
| MORGAN STANLEY-L/T COVERED | P | 2015-01-01 | 2018-12-27 | $102,057 | $113,742 | -$11,685 | -$11,685 |
| DELAWARE VALUE INSTL | P | 2008-04-29 | 2018-06-13 | $10,000 | $5,321 | $4,679 | $4,679 |
| GABELLI MULTIMEDIA TRUST INC | P | 2014-07-10 | 2018-03-27 | $28,037 | $22,035 | $6,002 | $6,002 |
| LORD ABBETT DEV GRWTH FD F | P | 2010-03-02 | 2018-10-18 | $5,000 | $2,756 | $2,244 | $2,244 |
| Capital Gains Dividends | P | $21,109 | $21,109 | $21,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,943 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $576,105 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $550,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,014 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $608,914 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062429 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $650,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $611,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057995 | DistributionYr5Rt |
| Total Distribution | 0.339286 | TotalDistributionRt |
| Average Distribution | 0.067857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $574,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,849 | 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 | $198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $417 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $417 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $219 | OverpaymentAmt |
| Applied To ES Tax | $219 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL NICKLER | IndividualWithBooksNm |
| Phone | 5618224900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8246 MAN O WAR ROAD | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8246 MAN O WAR ROAD | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,197 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $570,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $583,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $583,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $574,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $28,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,849 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,317 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,331 | 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 | $5,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,447 | ExcessFromYear4Amt |
| Excess From Year3 | $7,767 | ExcessFromYear3Amt |
| Excess From Year2 | $17,860 | ExcessFromYear2Amt |
| Excess From Year1 | $13,340 | ExcessFromYear1Amt |
| Excess From Current Year | $16,317 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL NICKLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8246 MAN O WAR ROAD | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618224900 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER STATING REASON FOR REQUEST AND ORGANIZATION'S BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COVENANT HOUSE | |||||||
| PO BOX 39282 | FT LAUDERDALE | FL | 33339 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| DISCALCED CARMELITE NUNS | |||||||
| 1931 JEFFERSON ROAD | PITTSFORD | NY | 14534 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| FEED THE CHILDREN | |||||||
| PO BOX 61 | OKLAHOMA CITY | OK | 73101 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| LASALETTE SEMINARY | |||||||
| 1109 BERNE ALTAMONT ROAD | ALTAMONT | NY | 12009 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| OPUS BONO SACERDOTII | |||||||
| 3430 E JEFFERSON AVE STE 309 | DETROIT | MI | 48207 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| PONTIFICAL COLLEGE ST JOSEPH | |||||||
| 7625 NORTH HIGH STREET | COLUMBUS | OH | 32235 | NONE | EDUCATIONAL 501(C)(3 | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| ST ATHANASIUS | |||||||
| 2154 61 STREET | BROOKLYN | NY | 11204 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| ST JOHN FISHER RC CHURCH | |||||||
| 4001 NORTH SHORE DRIVE | WEST PALM BEACH | FL | 33401 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| CARDINAL NEWMAN HIGH SCHOOL | |||||||
| 512 SPENCER DRIVE | WEST PALM BEACH | FL | 33409 | NONE | EDUCATIONAL 501(C)(3 | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | 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 | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,121 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,091 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS INFRASTRUCTURE | AT COST | $17,472 | $19,760 |
| DELAWARE EMERGING MKTS INSTL | AT COST | $24,442 | $25,430 |
| ABERDEEN GLBL PREM PPTY FD | AT COST | $19,889 | $17,430 |
| DELAWARE VALUE INSTL | AT COST | $16,336 | $32,092 |
| FRANKLIN NATL RESOURCES ADV | AT COST | $12,000 | $10,256 |
| FRANKLIN SMALL VALUE CAP ADV | AT COST | $19,135 | $18,657 |
| INVESCO GRWTH & INC Y | AT COST | $20,519 | $21,636 |
| LORD ABBOTT DEVL GRWTH FD F | AT COST | $17,429 | $19,912 |
| MFS GROWTH I | AT COST | $29,056 | $34,625 |
| MFS INTL VALUE I | AT COST | $23,795 | $41,462 |
| OPPENHEIMER INTL GRWTH Y | AT COST | $40,000 | $38,678 |
| OPPENHEIMER INTL SML-MID CO Y | AT COST | $16,634 | $19,909 |
| PIONEER FUNDAMENTAL GRWTH Y | AT COST | $21,671 | $23,649 |
| PRUDENTIAL GLBL SHT DUR HI YLD | AT COST | $29,350 | $25,840 |
| WISDOM MGD FUTURES STRAT | AT COST | $19,480 | $19,380 |
| ABERDEEN EMRG MKTS EQ INM FD | AT COST | $9,658 | $9,525 |
| BROOKFIELD REAL ASSETS INC | AT COST | $18,460 | $19,070 |
| CLEARBRIDGE ENRGY MIDSTEAM OPP | AT COST | $19,025 | $19,525 |
| COHEN & STEERS QUAL INC RLTY | AT COST | $15,099 | $15,540 |
| WESTERN ASSET EMRG MKTS FD | AT COST | $14,561 | $14,748 |
| CATALYST MILLBURN HGD STRAT I | AT COST | $20,000 | $19,960 |
| FIRST EAGLE GOLD | AT COST | $25,000 | $25,017 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $595 | BOYBookValueAmt |
| EOY Book Value | $1,071 | EOYBookValueAmt |
| EOYFMV | $1,071 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $5,599 | Amt |
| Net Investment Income | $5,599 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $359 | Amt |
| Net Investment Income | $359 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |