LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202503099349101705
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T11:52:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201651907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA G JOHNSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E YAMATO ROAD SUITE 3120 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273158367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS POPE LIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 5615828083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS POPE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5615828083 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,928,895 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $201,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,098 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,391,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $906,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,032 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,917 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,979 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,938 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $77,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $256,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $779 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169,627 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $581,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $993,510 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $672,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $458,774 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,566 | CashBOYAmt |
| Cash EOY | $73,101 | CashEOYAmt |
| Cash EOYFMV | $73,101 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,385,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,210,618 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,942,030 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,884,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,994,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,899,340 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,301 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,424 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,424 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,364,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,293,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,928,895 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,214 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,460 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,214 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,460 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,363,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,290,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,363,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,290,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,364,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,293,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,363,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,386 | OtherIncreasesAmt |
| Subtotal | $5,290,641 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,290,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED | $1,283 | $1,599 | -$316 | -$316 | |||
| AUTOMATIC DATA | $20,095 | $2,934 | $17,161 | $17,161 | 2017-04-13 | ||
| CONSTELLATION BRANDS | $15,500 | $2,875 | $12,625 | $12,625 | 2016-09-06 | 2024-04-22 | |
| CORTEVA INC | $4,313 | $2,717 | $1,596 | $1,596 | 2017-04-13 | 2024-07-10 | |
| DARDEN RESTAURANTS | $15,348 | $4,503 | $10,845 | $10,845 | 2017-04-13 | 2024-04-22 | |
| HONEYWELL INTERNATIONAL | $10,136 | $2,315 | $7,821 | $7,821 | 2017-04-13 | 2024-12-23 | |
| INVESCO TR ETF AEROSPACE & DEFENSE | $14,680 | $3,227 | $11,453 | $11,453 | 2017-04-13 | 2024-01-11 | |
| MARRIOTT INTL INC NEW | $11,242 | $2,410 | $8,832 | $8,832 | 2017-04-13 | 2024-12-23 | |
| MICRON TECHNOLOGY INC | $20,033 | $1,920 | $18,113 | $18,113 | 2017-04-13 | 2024-04-22 | |
| UNITED STATES STEEL CORP | $9,651 | $2,937 | $6,714 | $6,714 | 2017-04-13 | 2024-07-10 | |
| PARAMOUNT GLOBAL | $9,130 | $38,522 | -$29,392 | -$29,392 | 2017-04-13 | 2024-12-31 | |
| WALGREENS BOOTS | $11,136 | $24,196 | -$13,060 | -$13,060 | 2017-04-13 | 2024-03-06 | |
| LONG TERM COVERED | $189,892 | $53,228 | $136,664 | $136,664 | |||
| BANK AMER CORP 6.45% PFD | $50,619 | $47,604 | $3,015 | $3,015 | 2024-05-15 | ||
| EDISON INTL | $13,978 | $7,857 | $6,121 | $6,121 | 2024-04-22 | ||
| GENL DYNAMICS CORP | $10,306 | $1,875 | $8,431 | $8,431 | 2008-12-02 | 2024-07-10 | |
| HP INC | $10,089 | $7,352 | $2,737 | $2,737 | 2007-06-19 | 2024-01-11 | |
| JPMORGAN CHASE & CO | $30,204 | $8,636 | $21,568 | $21,568 | 2007-06-19 | ||
| METLIFE INC | $9,812 | $7,561 | $2,251 | $2,251 | 2008-05-08 | 2024-07-10 | |
| PHILLIPS 66 | $9,968 | $2,758 | $7,210 | $7,210 | 2007-06-19 | 2024-07-10 | |
| TRAVELERS COS INC/ THE | $3,858 | $971 | $2,887 | $2,887 | 2024-03-06 | ||
| WALMART INC | $9,837 | $1,793 | $8,044 | $8,044 | 2007-06-19 | 2024-12-23 | |
| FIDELITY FUNDS | $484,600 | $484,600 | $0 | $0 | |||
| NEEDHAM BANK CD | $200,000 | $200,000 | $0 | $0 | 2024-01-29 | 2024-07-31 | |
| SIMMONS BANK/PINE BLU CD | $200,000 | $200,000 | $0 | $0 | 2024-01-29 | 2024-08-02 | |
| CAPITAL GAINS DIVIDENDS | $25,614 | $25,614 | $25,614 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,301 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,801 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,424 | OverpaymentAmt |
| Applied To ES Tax | $14,424 | 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 | WWW.LIFE-EDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5615828083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| JAYNE KURZMAN | ||||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELSA JOHNSON | ||||||||
| 301 E YAMATO ROAD 3120 | BOCA RATON | FL | 33431 | TREASURER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE STURGILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BLVD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,917 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAN KLORES COMMUNICATIONS LLC | |||||
| 261 FIFTH AVE 3RD FLOOR | NEW YORK | NY | 10016 | PUBLIC RELATIONS/PROMOTION | $213,181 |
| DAVIDSON DAWSON & CLARK LLP | |||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | LEGAL | $77,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,264,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,315,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,315,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,205,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,377 | TotalTaxAmt |
| Distributable Before Adj | $353,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $672,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $672,965 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $66,489 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,489 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $672,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,057 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $385,546 | 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 | $385,546 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $66,489 | ExcessFromYear1Amt |
| Excess From Current Year | $319,057 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS B POPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HUMANE | ||||||
| 251 ROYAL PALM WAY SUITE 450 | PALM BEACH | FL | 33480 | PUBLIC CHARITY | PUBLIC WELFARE | $600 |
| THE BUONICONTI FUND TO CURE PARALYSIS | ||||||
| 1095 NW 14 TERRACE | MIAMI | FL | 33136 | PUBLIC CHARITY | MEDICAL | $15,000 |
| 211 PALM BEACH TREASURE COAST | ||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| AFMDA | ||||||
| 3825 PGA BLVD SUITE 307 | PALM BEACH GARDENS | FL | 33410 | PUBLIC CHARITY | PUBLIC WELFARE | $140,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 2300 CENTREPARK WEST DRIVE | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | MEDICAL | $20,000 |
| BIG DOG RANCH RESCUE FOUNDATION | ||||||
| 14444 OKEECHOBEE BOULEVARD | LOXAHATCHEE GROVES | FL | 33470 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| CATHOLIC CHARITIES | ||||||
| 100 WEST 20TH STREET | RIVIERA BEACH | FL | 33404 | PUBLIC CHARITY | RELIGIOUS | $30,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 2950 CLEVELAND CLINIC BLVD | WESTON | FL | 33331 | PUBLIC CHARITY | MEDICAL | $10,000 |
| EXECUTIVE WOMEN OF PALM BEACH COUNTY | ||||||
| 2701 N AUSTRALIAN AVE 205 | WEST PALM BEACH | FL | 33407 | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| FAMILIES FIRST OF PALM BEACH COUNTY | ||||||
| 3333 FOREST HILL BLVD 2ND FLOOR | WEST PALM BEACH | FL | 33406 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| FLORIDA SHERIFFS YOUTH RANCHES INC | ||||||
| PO BOX 2000 | LIVE OAK | FL | 32064 | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| GIRL SCOUTS OF SOUTHEAST FLORIDA | ||||||
| 6944 LAKE WORTH RD | GREENACRES | FL | 33467 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| HENRY FLAGLER MUSEUM | ||||||
| 1 WHITEHALL WAY | PALM BEACH | FL | 33480 | PUBLIC CHARITY | EDUCATION | $1,000 |
| LIGHTHOUSE GUILD | ||||||
| 250 WEST 64TH STREET 6TH FLOOR | NEW YORK | NY | 10023 | PUBLIC CHARITY | MEDICAL | $10,000 |
| PALM BEACH OPERA GUILD | ||||||
| 4095 S STATE RD 7 | WELLINGTON | FL | 33449 | PUBLIC CHARITY | THE ARTS | $2,500 |
| PALM BEACH SYMPHONY | ||||||
| 700 S DIXIE HWY STE 100 | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | THE ARTS | $30,000 |
| SHARE INC | ||||||
| PO BOX 1342 | BEVERLY HILLS | FL | 90213 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| SOUTH FLORIDA PBS INC | ||||||
| 3401 SOUTH CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PUBLIC CHARITY | EDUCATION | $5,000 |
| THE IRELAND FUNDS AMERICA | ||||||
| 345 PARK AVE 17TH FLOOR | NEW YORK | NY | 10154 | PUBLIC CHARITY | PUBLIC WELFARE | $15,000 |
| THE SALVATION ARMY | ||||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| TRI COUNTY ANIMAL RESCUE | ||||||
| 21287 BOCA RIO RD | BOCA RATON | FL | 33433 | PUBLIC CHARITY | PUBLIC WELFARE | $2,500 |
| UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE | ||||||
| 7101 FAIRWAY DRIVE | PALM BEACH GARDENS | FL | 33418 | PUBLIC CHARITY | MEDICAL | $20,000 |
| AMERICAN FRIENDS OF BELOUIR CASTLE | ||||||
| 12940 DICKENS ST | STUDIO CITY | CA | 91604 | PUBLIC CHARITY | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $406,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,515 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LOIS POPE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | MANALAPAN | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $3,003,675 | $4,743,392 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $206,943 | $198,638 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,994,958 | BookValueAmt |
| EOYFMV | $1,899,340 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $77,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAX | Desc |
| BOY Book Value | $13,301 | BOYBookValueAmt |
| EOY Book Value | $14,424 | EOYBookValueAmt |
| EOYFMV | $14,424 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $608 | $0 | $0 |
| INSURANCE | $5,950 | $0 | $0 |
| SPECIAL EVENT EXPENSE | $169,627 | $0 | $169,627 |
| PAYROLL PROCESSING FEE | $102 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $14,386 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $1,214 | BOYBookValueAmt |
| EOY Book Value | $2,460 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $256,981 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $4,890 | $1,223 | $0 |
| FOREIGN TAX WITHHELD | $2,056 | $2,056 | $0 |