LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-31
- IRS object ID
- 201810319349100511
- Schema version
- 2016v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-31T14:06:56-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2018-01-31 | 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 | 2018-01-31 | 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 | 2018-01-31 | IPDt |
| IP Tm | 13:35:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B97A00D71B7C92AB3AAE968B807F6A009D15DF1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F2234CBFD338480635BE2AF17C218C249AD77D4F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,508,061 | 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 | $745,134 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $768,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,018,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $513,439 | 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 | $43,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $171,236 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,685 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,119 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,479 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,392 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $415,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $713,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $506,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $305,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,006 | CashBOYAmt |
| Cash EOY | $78,379 | CashEOYAmt |
| Cash EOYFMV | $78,379 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,829,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,048,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,031,919 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $270,398 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $141,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,264,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,544,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,508,061 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $786 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,178 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,178 | 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 | $3,263,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,543,182 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,263,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,543,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,264,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,544,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,263,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $305,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,569,076 | SubtotalAmt |
| Other Decreases | $25,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,543,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AVIVA PLC 8.25 PFD | P | 2016-12-01 | $5,356 | $5,623 | -$267 | -$267 | |
| CAVIUM INC | P | 2016-08-19 | $22 | $21 | $1 | $1 | 2016-08-18 |
| CHARTER COMMUNICATIONS INC | P | 2016-09-16 | $48,327 | $16,399 | $31,928 | $31,928 | 2016-09-06 |
| CONSTELLATION BRANDS INC | P | 2016-09-16 | $65,781 | $19,164 | $46,617 | $46,617 | 2016-09-06 |
| FACEBOOK INC | P | $176,744 | $40,586 | $136,158 | $136,158 | 2016-09-06 | |
| STARBUCKS CORP | P | 2016-09-16 | $53,511 | $27,380 | $26,131 | $26,131 | 2016-09-06 |
| AVIVA PLC 8.25 PFD | P | 2016-12-01 | $66,211 | $67,821 | -$1,610 | -$1,610 | |
| AT&T | P | $30,599 | $32,151 | -$1,552 | -$1,552 | 2007-06-19 | |
| BOEING CO | P | 2016-07-27 | $10,138 | $7,278 | $2,860 | $2,860 | 2007-06-19 |
| CHEVRON CORP | P | 2016-06-30 | $24,441 | $19,754 | $4,687 | $4,687 | 2007-06-19 |
| CHINA MOBILE LTD | P | 2016-10-17 | $17,088 | $13,352 | $3,736 | $3,736 | 2009-12-09 |
| EDISON INTL | P | 2016-04-08 | $9,558 | $7,054 | $2,504 | $2,504 | 2008-04-08 |
| EXXON MOBIL CORP | P | 2016-05-16 | $26,746 | $25,114 | $1,632 | $1,632 | |
| HUMANA INC | P | 2016-03-10 | $16,364 | $5,559 | $10,805 | $10,805 | 2007-06-19 |
| MCDONALDS CORP | P | 2016-07-27 | $11,845 | $6,357 | $5,488 | $5,488 | 2008-08-14 |
| NIKE INC CLASS B | P | 2016-07-27 | $5,502 | $1,374 | $4,128 | $4,128 | 2008-11-05 |
| NORFOLK SOUTHERN CORP | P | 2016-04-08 | $6,976 | $5,272 | $1,704 | $1,704 | 2008-11-05 |
| QLOGIC CORP | P | 2016-08-18 | $28,969 | $36,072 | -$7,103 | -$7,103 | 2008-08-14 |
| REPUBLIC SVCS INC | P | 2016-03-28 | $20,360 | $4,856 | $15,504 | $15,504 | 2007-12-03 |
| SYSCO CORP | P | $62,068 | $37,828 | $24,240 | $24,240 | 2009-12-10 | |
| VERIZON COMMUNICATIONS | P | 2016-07-27 | $10,967 | $8,051 | $2,916 | $2,916 | 2007-06-19 |
| WASTE MGMT INC DEL | P | $31,732 | $18,892 | $12,840 | $12,840 | 2011-06-28 | |
| ACCENTURE PLC IRELAND | P | 2016-12-20 | $15,478 | $4,076 | $11,402 | $11,402 | 2008-11-05 |
| SYSCO CORP | P | 2016-02-04 | $12,946 | $12,946 | $12,946 | ||
| CAPITAL GAINS DIVIDENDS | P | $11,183 | $11,183 | $11,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,878 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,071 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,232,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,512 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,278,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $644,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,976,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.162144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $943,930 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,033,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.234023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $785,356 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,671,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168107 | DistributionYr5Rt |
| Total Distribution | 0.656377 | TotalDistributionRt |
| Average Distribution | 0.131275 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,158,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,852 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,647 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $550,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $506,190 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $944 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,944 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $80 | EsPenaltyAmt |
| Overpayment | $6,571 | OverpaymentAmt |
| Applied To ES Tax | $6,571 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON DAWSON & CLARK LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $171,236 | CompensationAmt |
| 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 | $4,197,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,221,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,221,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,158,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,293 | TotalTaxAmt |
| Distributable Before Adj | $198,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,611 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $506,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $506,190 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $506,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $481,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $746,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $448,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,931 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,724,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $506,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $307,579 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,032,439 | 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 | $481,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,550,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $746,037 | ExcessFromYear4Amt |
| Excess From Year3 | $448,441 | ExcessFromYear3Amt |
| Excess From Year2 | $48,931 | ExcessFromYear2Amt |
| Excess From Current Year | $307,579 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SPONSORSHIP OF AMERICAN HUMANE HERO DOG AWARDS EVENT | $350,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| 3100 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | SPONSOR OF COUNTDOWN 2 ZERO ANNUAL ONE DAY PET ADOPTION EVENT. | $15,000 |
| THE CEDARS OF MARIN | |||||||
| PO BOX 947 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,000 | 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 | $163,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,700 | 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 | $745,134 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500 SH ACTIVISION BLIZZARD INC | $65,265 | 2016-09-06 |
| 1 | 366 SH CHARTER COMMUNICATIONS INC. | $100,529 | 2016-09-06 |
| 1 | 800 SH CONSTELLATION BRANDS | $133,480 | 2016-09-06 |
| 1 | 2000 SH FACEBOOK CL A | $259,460 | 2016-09-06 |
| 1 | 2000 SH PAYPAL HOLDINGS INC | $74,360 | 2016-09-06 |
| 1 | 2000 SH STARBUCKS CORP | $112,040 | 2016-09-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,239 | Amt |
| Net Investment Income | $11,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,119 | 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 | $270,398 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $2,514,437 | $3,496,165 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $534,460 | $535,754 |
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 | $160,179 | BookValueAmt |
| EOYFMV | $127,365 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $171,236 | LegalFeesAmt |
| Net Investment Income | $25,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $25,894 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $458 | $0 | $0 |
| INSURANCE | $7,726 | $0 | $0 |
| POSTAGE AND DELIVERY | $1,392 | $0 | $1,392 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $786 | BOYBookValueAmt |
| EOY Book Value | $1,178 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS FEES | CategoryTxt |
| Amt | $43,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $275 | $340 | $0 |
| TAX ON INVESTMENT INCOME | $5,000 | $0 | $0 |
| PAYROLL TAX | $3,305 | $826 | $2,479 |