LAFFERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAFFERTY FAMILY FOUNDATION INC (EIN 59-6199488)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-22
- IRS object ID
- 201941429349100634
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-22T14:19:47-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE THIRD AVENUE SUITE 300 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596199488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFFERTY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFF | BusinessNameControlTxt |
| Phone | 9544626300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 N NEW RIVER DRIVE EAST NO 1904 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT LAFFERTY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9544626300 | PhoneNum |
| Signature | 2019-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTURO GIACOSA JD | PreparerPersonNm |
| PTIN | P02109655 | PTIN |
| Phone | 9544626351 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-22 | IPDt |
| IP Tm | 08:33:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14339FE28E544E64F00D386C6C248416922E6984 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7275851F9D9F952BD696F2F9926056793DFB133 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $637,671 | 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 | $4,164 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,120 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $243,161 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $245,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,120 | 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 |
| Accounting Fees Rev And Expnss | $2,480 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,063 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $689 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $375,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $316,473 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $316,473 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | -$34,160 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $35,871 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | -$34,160 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | -$34,160 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $48,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $200,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $200,690 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $468,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $641,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $637,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $468,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $641,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $468,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $641,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $468,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $641,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $468,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $641,134 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $641,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $70,951 | GrossSalesPriceAmt |
| Cost Or Other Basis | $73,043 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,092 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,092 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,092 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $452,821 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.200790 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $324,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195179 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,448 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.364000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $123,508 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $306,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.402432 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,807 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $290,196 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.181970 | DistributionYr5Rt |
| Total Distribution | 1.344371 | TotalDistributionRt |
| Average Distribution | 0.268874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $521,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $140,169 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,170 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,242 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,037 | OverpaymentAmt |
| Applied To ES Tax | $1,037 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ROBERT LAFFERTY | IndividualWithBooksNm |
| Phone | 9544626300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 NORTH NEW RIVER DRIVE EAST | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (1) | ExcessBusinessHoldingsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT LAFFERTY | ||||||||
| 411 NORTH NEW RIVER DR EAST 1904 | FORT LAUDERDALE | FL | 33301 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOAN D LAFFERTY | ||||||||
| 411 NORTH NEW RIVER DR EAST 1904 | FORT LAUDERDALE | FL | 33301 | SEC/TRES. | 1.00 | $0 | $0 | $0 |
| MABEL LAFFERTY | ||||||||
| 411 NORTH NEW RIVER DR EAST 1904 | FORT LAUDERDALE | FL | 33301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY LAFFERTY HSIEH | ||||||||
| 411 NORTH NEW RIVER DR EAST 1904 | FORT LAUDERDALE | FL | 33301 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $213,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,572 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $529,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $529,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $521,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $32,899 | IncomeTaxAmt |
| Total Tax | $32,902 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,242 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,242 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,909 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $339,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,242 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $355,363 | 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 | $38,749 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,329 | ExcessFromYear4Amt |
| Excess From Year3 | $72,848 | ExcessFromYear3Amt |
| Excess From Year2 | $48,909 | ExcessFromYear2Amt |
| Excess From Year1 | $69,286 | ExcessFromYear1Amt |
| Excess From Current Year | $16,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT LAFFERTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT LAFFERTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 NORTH NEW RIVER DRIVE EAST | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9544626300 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTER FOR LAW AND JUSTICE | |||||||
| 1333 REGENT UNIVERSITY DR | VIRGINIA BEACH | VA | 23464 | NONE | 501C(3) | TO SUPPORT PROGRAMME ACTIVITIES | $400 |
| BEL CANTO | |||||||
| 721 NEW PALTZ RD | HIGHLAND | NY | 12528 | NONE | 501C(3) | TO PERPETUATE, TEACH AND KEEP ALIVE STYLE AND TRADITON IN 19TH CENTRE ITALIAN OPERA | $400 |
| BIG DREAM MINISTRIES | |||||||
| 324-12460 CRABAPPLE RD | ALPHARETTA | GA | 30075 | NONE | 501C(3) | TO SUPPORT CHURCH ACTIVITIES AND EVENTS | $100 |
| CITY LINE CHURCH | |||||||
| 220 WICKFORD RD | HAVERTOWN | PA | 19083 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $5,000 |
| FIRST BAPTIST CHURCH | |||||||
| 301 E BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $100 |
| KIWANIS YOUTH FOUNDATION | |||||||
| PO BOX 330823 | MIAMI | FL | 33233 | NONE | 501C(3) | TO SUPPORT PROGRAMME ACTIVITIES | $850 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 501C(3) | TO SUPPORT PROGRAMME ACTIVITIES | $500 |
| LITERACY COUNCIL OF HIGHLANDS | |||||||
| 348 S 5TH ST | HIGHLAND | NC | 28741 | NONE | 501C(3) | TO SUPPORT PROGRAMME ACTIVITIES | $500 |
| NATIONAL CHRISTIAN FDN | |||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $1,100 |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 S FLAGLER DRIVE PO BOX 24708 | WEST PALM BEACH | FL | 33416 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $2,900 |
| RIO VISTA COMMUNITY CHURCH | |||||||
| 614 SE 8TH ST | FORT LAUDERDALE | FL | 33316 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,250 | 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 | $4,164 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $243,161 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $243,161 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,233 | 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 FEES | CategoryTxt |
| Amt | $2,480 | Amt |
| Net Investment Income | $1,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,240 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HILL YORK STOCK | $155,250 | $155,250 |
| MERRILL LYNCH EQUITY INVESTMENTS | $44,917 | $45,440 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAINTING | AT COST | $9,000 | $9,000 |
| MERRILL LYNCH MUTUAL FUNDS | AT COST | $149,654 | $145,668 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 EXPENSES | $52,510 | $0 | $0 |
| ACCOUNT MANAGEMENT FEES | $1,377 | $689 | $689 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME (LOSS) - HILL YORK - K-1 | Desc |
| Revenue And Expenses Per Books | $243,161 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $243,161 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGED SERVICE PLUS | CategoryTxt |
| Amt | $4,126 | Amt |
| Net Investment Income | $2,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,063 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $245 | $0 | $0 |
| FN TAXES | $3 | $3 | $0 |