LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102995
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:42:23-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 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 | 2017-01-01 | 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 | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.194.109.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 14:41:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D794220C68C161820A811785299AFD302F4C684 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FB03248700C55E7316312EA5AE12D7916242AABD | 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 | $8,808,484 | 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 | $4,937,874 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $190,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $533,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,762,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,801,606 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,662,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,984,736 | 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 | $45,455 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,364 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,091 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $241,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,214 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,107 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,107 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,608 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,249 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,225 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $637,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $628,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,322,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $725,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $732,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $732,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,054,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,457,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,607,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,963,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,379 | CashBOYAmt |
| Cash EOY | $59,644 | CashEOYAmt |
| Cash EOYFMV | $59,644 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,048,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,436,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,077,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,052 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $160,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,389,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,390,327 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,544,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,161,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,808,484 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,492 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,492 | 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 | $3,543,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,159,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,543,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,159,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,544,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,161,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,543,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,607,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,496 | OtherIncreasesAmt |
| Subtotal | $7,159,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,159,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SAFEWAY INC NEW | P | $23 | $23 | $23 | |||
| BOEING CO | P | $37,930 | $24,736 | $24,736 | 2007-06-19 | $13,194 | |
| GENL DYNAMICS CORP | P | $13,626 | $9,680 | $9,680 | 2008-12-02 | $3,946 | |
| HASBRO | P | $85,108 | $62,428 | $62,428 | $22,680 | ||
| MCDONALDS CORP | P | $42,930 | $23,160 | $23,160 | 2008-08-14 | $19,770 | |
| MERK & CO | P | $48,568 | $16,005 | $16,005 | $32,563 | ||
| MICROSOFT CORP | P | $12,420 | $6,319 | $6,319 | 2007-06-19 | $6,101 | |
| NEXTERA ENERGY | P | $154,444 | $947 | $947 | $153,497 | ||
| NIKE INC | P | $26,096 | $19,227 | $19,227 | 2008-11-05 | $6,869 | |
| NORTHERN TRUST CORP | P | $19,706 | $5,942 | $5,942 | 2008-03-04 | $13,764 | |
| REPUBLIC SVCS INC | P | $26,174 | $21,017 | $21,017 | 2007-12-03 | $5,157 | |
| SYSCO CORPORATION | P | $39,289 | $17,876 | $17,876 | $21,413 | ||
| TRAVELERS COS INC | P | $27,364 | $15,419 | $15,419 | 2007-06-19 | $11,945 | |
| WASTE MGMT INC | P | $52,813 | $26,398 | $26,398 | $26,415 | ||
| ACCENTURE PLC | P | $9,924 | $7,176 | $7,176 | 2008-11-05 | $2,748 | |
| ENDO INTERNATIONAL | P | $7,018 | -$55,390 | -$55,390 | 2008-08-14 | $62,408 | |
| CHUBB LTD | P | $24,095 | $14,073 | $14,073 | 2008-09-16 | $10,022 | |
| SEATTLE SPINCO INC | P | $6,008 | $116 | $116 | $5,892 | ||
| ACTIVISION BLIZZARD INC | D | $14,604 | $10,047 | $10,047 | 2016-09-06 | $4,557 | 2017-04-04 |
| AMERICAN WATER WORKS CO | D | $152,446 | $78,443 | $78,443 | 2017-04-13 | $74,003 | |
| ASAHI GLASS | D | $122,553 | $35,877 | $35,877 | 2017-04-13 | $86,676 | 2017-04-20 |
| BLACKHAWK NETWORK HLDNGS | D | $25,957 | $11,986 | $11,986 | 2017-04-13 | $13,971 | 2017-09-14 |
| CBS CORP CL B | D | $15,266 | $4,322 | $4,322 | 2017-04-13 | $10,944 | 2017-09-07 |
| CARNIVAL CORP | D | $88,877 | $43,424 | $43,424 | 2017-04-13 | $45,453 | 2017-04-20 |
| CHINA LODGING GROUP LTD | D | $364,155 | $221,778 | $221,778 | 2017-04-13 | $142,377 | |
| COMCAST CORP NEW CL A | D | $18,538 | $11,087 | $11,087 | 2017-04-13 | $7,451 | 2017-09-22 |
| DARDEN RESTAURANTS | D | $207,852 | $98,660 | $98,660 | 2017-04-13 | $109,192 | |
| DOW CHEMICAL COMPANY | D | $115,344 | $55,181 | $55,181 | 2017-04-13 | $60,163 | |
| DOWDUPONT INC | D | $112,017 | $61,290 | $61,290 | 2017-04-13 | $50,727 | |
| DU PONT E.I. DE NEMOURS | D | $118,891 | $61,745 | $61,745 | 2017-04-13 | $57,146 | |
| ELECTRONIC ARTS INC | D | $37,659 | $22,358 | $22,358 | 2017-04-13 | $15,301 | 2017-04-27 |
| ESTERLINE TECHNOLOGIES | D | $205,516 | $77,389 | $77,389 | 2017-04-13 | $128,127 | |
| FACEBOOK INC | D | $10,524 | $8,350 | $8,350 | 2016-09-06 | $2,174 | 2017-04-04 |
| HASBRO INC | D | $140,362 | $81,175 | $81,175 | 2017-04-13 | $59,187 | |
| HASBRO INC | P | $2,384 | $208 | $208 | $2,176 | ||
| HONEYWELL INTERNATIONAL | D | $19,143 | $12,712 | $12,712 | 2017-04-13 | $6,431 | 2017-12-28 |
| KRAFT HEINZ CO | D | $22,976 | $11,748 | $11,748 | 2017-04-13 | $11,228 | 2017-11-07 |
| MARRIOTT INTL INC NEW | D | $95,583 | $35,334 | $35,334 | 2017-04-13 | $60,249 | |
| MICRON TECHNOLOGY INC | D | $205,507 | $145,301 | $145,301 | 2017-04-13 | $60,206 | |
| MONDELEZ INTL INC | D | $54,182 | $24,324 | $24,324 | 2017-04-13 | $29,858 | |
| NEXTERA ENERGY 5.7% PFD | P | $9,416 | $107 | $107 | $9,309 | 2017-10-23 | |
| OLIN CORP PAR $1 | D | $63,480 | $33,431 | $33,431 | 2017-04-13 | $30,049 | |
| PS BUSINESS PK 6.45% PFD | P | $3,016 | -$101 | -$101 | $3,117 | 2017-01-18 | |
| PAYPAL HOLDINGS INC | D | $45,381 | $24,441 | $24,441 | 2016-09-06 | $20,940 | |
| RMR GRP INC/THE | D | $148,453 | $85,785 | $85,785 | 2017-04-13 | $62,668 | |
| SELECT SECTOR SPDR FD | D | $192,046 | $83,378 | $83,378 | 2017-04-13 | $108,668 | |
| STARBUCKS CORP | D | $122,641 | $63,713 | $63,713 | 2017-04-13 | $58,928 | |
| STARBUCKS CORP | D | $61,573 | $34,193 | $34,193 | 2016-09-06 | $27,380 | 2017-04-27 |
| STARBUCKS CORP | P | $540 | $39 | $39 | $501 | ||
| SYSCO CORPORATION | P | $731 | $47 | $47 | $684 | 2017-09-22 | |
| TIME WARNER INC NEW | D | $56,005 | $33,866 | $33,866 | 2017-04-13 | $22,139 | |
| WALGREENS BOOTS | D | $25,680 | $12,087 | $12,087 | 2017-04-13 | $13,593 | 2017-04-27 |
| WASTE MGMT INC DEL | D | $48,336 | $27,170 | $27,170 | 2017-04-13 | $21,166 | |
| WASTE MGMT INC DEL | P | $1,893 | $157 | $157 | $1,736 | ||
| SEATTLE SPINCO INC XXX | P | $85 | $4 | $4 | $81 | 2017-09-01 | |
| BLACKHAWK NETWORK HLDNGS | P | $9,940 | $4,522 | $4,522 | 2014-04-15 | $5,418 | 2017-09-13 |
| CAVIUM INC | P | $11,954 | $2,806 | $2,806 | 2016-08-18 | $9,148 | 2017-10-12 |
| CONSTELLATION BRANDS | D | $34,309 | $26,883 | $26,883 | 2016-09-06 | $7,426 | |
| HASBRO INC | P | $15,995 | $7,690 | $7,690 | $8,305 | 2017-04-20 | |
| NEXTERA ENERGY 5.7% PFD | P | $6,518 | $0 | $0 | $6,518 | 2017-10-23 | |
| PS BUSINESS PK 6.45% PFD | P | $63,455 | -$90 | -$90 | $63,545 | 2017-01-18 | |
| SYSCO CORPORATION | P | $17,734 | $5,828 | $5,828 | $11,906 | 2017-09-22 | |
| WASTE MGMT INC DEL | P | $19,458 | $8,087 | $8,087 | $11,371 | 2017-04-20 | |
| SEATTLE SPINCO INC XXX | P | $650 | $278 | $278 | $372 | 2017-09-13 | |
| CAPITAL GAINS DIVIDENDS | P | $19,394 | $19,394 | $19,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,801,606 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $506,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,158,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.121736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,071 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,232,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $257,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,278,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $644,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,976,436 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.162144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $943,930 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,033,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.234023 | DistributionYr5Rt |
| Total Distribution | 0.610006 | TotalDistributionRt |
| Average Distribution | 0.122001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,709,603 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $940,579 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $960,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,457,675 | 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 | $19,631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,571 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $46,571 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $26,887 | OverpaymentAmt |
| Applied To ES Tax | $26,887 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
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 |
| ROBERT C MILLER | ||||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELSA JOHNSON | ||||||||
| 301 YAMATO ROAD 3120 | BOCA RATON | FL | 33431 | TREASURER | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIDSON DAWSON & CLARK LLP | |||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | LEGAL | $241,192 |
| DAN KLORES COMMUNICATIONS LLC | |||||
| 261 FIFTH AVE 2ND FLOOR | NEW YORK | NY | 10016 | PUBLIC RELATIONS/PROMOTION | $238,151 |
| LISA COHEN | |||||
| 855 3RD STREET 205 | SANTA MONICA | CA | 90403 | PUBLIC RELATIONS/PROMOTION | $67,500 |
| 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 | $7,716,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,827,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,827,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,405 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,709,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $385,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $385,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,631 | TotalTaxAmt |
| Distributable Before Adj | $365,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,457,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,457,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,631 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,438,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $746,037 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $448,441 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $307,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,550,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,457,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,849 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,091,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,642,814 | 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 | $746,037 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,896,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $448,441 | ExcessFromYear4Amt |
| Excess From Year3 | $48,931 | ExcessFromYear3Amt |
| Excess From Year1 | $307,579 | ExcessFromYear1Amt |
| Excess From Current Year | $1,091,826 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 2300 CENTERPARK WEST DRIVE | PALM BEACH | FL | 33480 | PUBLIC CHARITY | MEDICAL | $2,500 |
| AMERICAN HUMANE ASSOCIATION | ||||||
| 1400 16TH ST NW SUITE 360 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | ANIMAL WELFARE | $62,500 |
| BUONICONTI FUND TO CURE PARALYSIS | ||||||
| 1095 NW 14TH TERRRACE | MIAMI | FL | 33136 | PUBLIC CHARITY | MEDICAL | $15,000 |
| CANCER ALLIANCE OF HELP AND HOPE | ||||||
| PO BOX 3292 | PALM BEACH | FL | 33480 | PUBLIC CHARITY | MEDICAL | $175 |
| GATEWAY FOR CANCER RESEARCH | ||||||
| 500 REMINGTON ROAD | SCHAUMBURG | IL | 60173 | PUBLIC CHARITY | MEDICAL | $30,000 |
| GIRL SOUTS OF SOUTHEAST FLORIDA | ||||||
| 6944 LAKE WORTH ROAD | LAKE WORTH | FL | 33467 | PUBLIC CHARITY | LEADERSHIP | $8,000 |
| GREY NUNS OF THE SACRED HEART | ||||||
| 22 MEADOWBROOK PARKWAY | CHEEKTOWAGA | NY | 14206 | PUBLIC CHARITY | RELIGIOUS | $500 |
| HOFFMAN BOSTON ELEMENTARY SCHOOL | ||||||
| 1415 S QUEEN STREET | ARLINGTON | VA | 22204 | PUBLIC CHARITY | EDUCATION | $10,000 |
| AMERICAN RED CROSS | ||||||
| 1250 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| INTERNATIONAL SOCIETY OF PALM BEACH | ||||||
| 44 COCOANUT ROW M207C | PALM BEACH | FL | 33480 | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| JACK THE BIKE MAN | ||||||
| 2406 FLORIDA AVENUE | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | PUBLIC WELFARE | $250 |
| LEEDS ENDOWMENT INC | ||||||
| 435 SOUTHERN BLVD | WEST PALM BEACH | FL | 33405 | PUBLIC CHARITY | PUBLIC WELFARE | $1,500 |
| LEADERS IN FURTHERING EDUCATION INC | ||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | PUBLIC CHARITY | PUBLIC WELFARE | $345,468 |
| LEADERS IN FURTHERING EDUCATION INC | ||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | PUBLIC CHARITY | PUBLIC WELFARE | $75,365 |
| LYNN UNIVERSITY - THEATER ARTS GUILD | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | PUBLIC CHARITY | EDUCATION | $2,500 |
| MANALAPAN POLICE DEPARTMENT | ||||||
| 600 S OCEAN BLVD | MANALAPAN | FL | 33462 | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| MD ANDERSON CANCER CENTER | ||||||
| 1840 OLD SPANISH TRAIL | HOUSTON | TX | 77054 | PUBLIC CHARITY | MEDICAL | $10,250 |
| PALM BEACH OPERA | ||||||
| 1800 SOUTH AUSTRALIAN AVE SUITE 301 | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | THE ARTS | $25,000 |
| PALM BEACH OPERA GUILD | ||||||
| 1800 SOUTH AUSTRALIAN AVE SUITE 301 | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | THE ARTS | $10,000 |
| PALM BEACH ROUND TABLE | ||||||
| 44 COCOANUT ROW SUITE T-12 | PALM BEACH | FL | 33480 | PUBLIC CHARITY | PUBIC WELFARE | $3,255 |
| PALM BEACH SYMPHONY | ||||||
| 400 HIBISCUS STREET STE 100 | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | MUSIC | $25,000 |
| PEGGY ADAMS - COUNTDOWN TO ZERO | ||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PUBLIC CHARITY | ANIMAL WELFARE | $15,000 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | ||||||
| 621 CLEARWATER PARK ROAD | WEST PALM BEACH | FL | 33401 | PUBLIC CHARITY | MEDICAL | $500 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | PUBLIC CHARITY | PUBLIC WELFARE | $1,000 |
| THE ACTORS FUND | ||||||
| 729 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | PUBLIC WELFARE | $10,000 |
| THE GREAT AMERICAN SONGBOOK | ||||||
| 130 BIRDSEYE ROAD | FARMINGTON | CT | 06032 | PUBLIC CHARITY | EDUCATION | $15,000 |
| THE PALM BEACH FOUNDATION INC | ||||||
| 205 WORTH AVE SUITE 201 | PALM BEACH | FL | 33480 | PUBLIC CHARITY | THE ARTS | $1,000 |
| TRI COUNTY HUMANE SOCIETY | ||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | PUBLIC CHARITY | ANIMAL WELFARE | $17,500 |
| U OF M BASCOM PALMER EYE INSTITUTE | ||||||
| PO BOX 248073 | CORAL GABLES | FL | 331241530 | PUBLIC CHARITY | MEDICAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $732,263 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $533,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $724,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $724,135 | 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 | 33462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,937,874 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (38 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2500 SH AMERICAN WATER WORKS CO | $196,425 | 2017-04-13 |
| 1 | 15000 SH ASAHI GLASS | $119,025 | 2017-04-13 |
| 1 | 1000 SH AUTOMATIC DATA PROCESSING | $101,260 | 2017-04-13 |
| 1 | 2500 SH BLACKHAWK NETWORK HOLDINGS INC | $97,000 | 2017-04-13 |
| 1 | 10000 SH BIONDVAX | $64,700 | 2017-04-13 |
| 1 | 1400 SH CBS CORP CL B | $93,044 | 2017-04-13 |
| 1 | 2500 SH CARNIVAL CORP | $143,675 | 2017-04-13 |
| 1 | 4000 SH CHINA RAILWAY CONSTRUCTION | $57,420 | 2017-04-13 |
| 1 | 5000 SH CHINA LODGING GROUP | $294,500 | 2017-04-13 |
| 1 | 500 SH COLGATE-PALMOLIVE CO | $36,830 | 2017-04-13 |
| 1 | 2000 SH COMCAST CORP | $74,280 | 2017-04-13 |
| 1 | 3000 SH DARDEN RESTAURANTS | $245,910 | 2017-04-13 |
| 1 | 3000 SH DOW CHEMICAL COMPANY | $183,180 | 2017-04-13 |
| 1 | 2500 SH DU PONT EI DE NEMOURS AND CO | $193,600 | 2017-04-13 |
| 1 | 2000 SH EBAY | $68,660 | 2017-04-13 |
| 1 | 1300 SH ELECTRONIC ARTS INC | $115,726 | 2017-04-13 |
| 1 | 3000 SH ESTERLINE TECHNOLOOGIES CORP | $252,450 | 2017-04-13 |
| 1 | 1000 SH FOOT LOCKER INC | $72,090 | 2017-04-13 |
| 1 | 2000 SH HASBRO | $191,000 | 2017-04-13 |
| 1 | 1333 SH KRAFT HEINZ CO | $121,969 | 2017-04-13 |
| 1 | 500 SH HONEYWELL INTERNATIONAL | $61,250 | 2017-04-13 |
| 1 | 861 SH ILG INC | $18,357 | 2017-04-13 |
| 1 | 1600 SH MARRIOTT INTL INC | $146,480 | 2017-04-13 |
| 1 | 1000 SH MERCK & CO | $62,610 | 2017-04-13 |
| 1 | 10000 SH MICRON TECHNOLOCY INC | $267,400 | 2017-04-13 |
| 1 | 3000 SH MONDOLEZ INTL INC | $132,120 | 2017-04-13 |
| 1 | 2500 SH OLIN CORP | $75,750 | 2017-04-13 |
| 1 | 1000 SH PAYPAL HOLDINGS INC | $42,550 | 2017-04-13 |
| 1 | 4500 SH POWERSHARES AEROSPACE & DEFENSE PORTFOLIO | $194,130 | 2017-04-13 |
| 1 | 5000 SH RMR GRP INC | $250,250 | 2017-04-13 |
| 1 | 1000 SCANA CORP | $65,800 | 2017-04-13 |
| 1 | 5000 SH SELECT SECTOR SPDR FD | $256,550 | 2017-04-13 |
| 1 | 3000 SH STARBUCKS CORP | $172,530 | 2017-04-13 |
| 1 | 1500 SH SYSCO CORPORATION | $77,850 | 2017-04-13 |
| 1 | 1250 SH TIME WARNER INC | $122,825 | 2017-04-13 |
| 1 | 1500 SH UNITED STATES STEEL CORP | $44,130 | 2017-04-13 |
| 1 | 1500 SH WALGREENS BOOTS ALLIANCE INC | $123,720 | 2017-04-13 |
| 1 | 1400 SH WASTE MGMT INC | $100,828 | 2017-04-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,214 | Amt |
| Net Investment Income | $8,107 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,107 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $256,905 | EOYBookValueAmt |
| EOYFMV | $262,052 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $5,013,622 | $6,640,301 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $422,675 | $436,900 |
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 | $1,389,267 | BookValueAmt |
| EOYFMV | $1,390,327 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $241,192 | 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 EXPENSE | Desc |
| EOY Book Value | $19,260 | EOYBookValueAmt |
| EOYFMV | $19,260 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $1,284 | $0 | $0 |
| INSURANCE | $8,312 | $0 | $0 |
| POSTAGE AND DELIVERY | $123 | $0 | $0 |
| VA HUMAN COST OF WAR EVENTS IN SUPPORT OF VETERANS | $188,633 | $0 | $188,933 |
| THE NATIONAL DAY OF HONOR FOR AMERICAN VETERANS DISABLED FOR LIFE EVENT | $439,624 | $0 | $439,624 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $9,496 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $1,178 | BOYBookValueAmt |
| EOY Book Value | $1,492 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS/ PROMOTION FEES | CategoryTxt |
| Amt | $349,451 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS B POPE | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,304 | $1,304 | $0 |
| TAX ON INVESTMENT INCOME | $15,000 | $0 | $0 |
| PAYROLL TAX | $3,477 | $869 | $2,608 |