LAFFERTY FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAFFERTY FAMILY FOUNDATION INC (EIN 59-6199488)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-08-29
- IRS object ID
- 201702419349100210
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T12:43:58-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2017-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A BOWMAN | PreparerPersonNm |
| PTIN | P00096288 | PTIN |
| Phone | 9544626351 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-08 | IPDt |
| IP Tm | 11:35:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B94713F818CD2B00371CC942DF0DE8C27683AAFD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1507338DCB619CF2DBE45F29A099FE303FB587C | 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 | $468,892 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,670 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,784 | 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 |
| Legal Fees Rev And Expnss | $1,394 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $697 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $697 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,615 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,954 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $386,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $375,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $375,570 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,871 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $20,859 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,871 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,871 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $55,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,451 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $472,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $468,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $468,892 | 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 | $472,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $468,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $472,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $472,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $468,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $472,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $468,892 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $468,892 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $324,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195179 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $232,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.364000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,508 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $306,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.402432 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $290,196 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.181970 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,292 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $254,334 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.378605 | DistributionYr5Rt |
| Total Distribution | 1.522186 | TotalDistributionRt |
| Average Distribution | 0.304437 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $452,821 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,922 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $795 | OverpaymentAmt |
| Applied To ES Tax | $795 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | 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 (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 | $52,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $398,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $459,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $459,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $452,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,005 | TotalTaxAmt |
| Distributable Before Adj | $21,636 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,636 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,922 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $83,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,848 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $353,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,286 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $422,772 | 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 | $83,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $339,121 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,749 | ExcessFromYear4Amt |
| Excess From Year3 | $109,329 | ExcessFromYear3Amt |
| Excess From Year2 | $72,848 | ExcessFromYear2Amt |
| Excess From Year1 | $48,909 | ExcessFromYear1Amt |
| Excess From Current Year | $69,286 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZING GRACE | |||||||
| 102 CALIFORNIA CT | MISSION VIEJO | CA | 92692 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $1,000 |
| AMERICAN BIBLE SOCIETY | |||||||
| 101 N INDEPENDENCE MALL E FL 8 | PHILADELPHIA | PA | 191062155 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $150 |
| BEL CANTO | |||||||
| 721 NEW PALTZ RD | HIGHLAND | NV | 12528 | NONE | 501C(3) | TO PERPETUATE, TEACH AND KEEP ALIVE STYLE AND TRADITON IN 19TH CENTRE ITALIAN OPERA | $1,500 |
| BILLY GRAHAM EVANGELISTIC ASSO | |||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $200 |
| BLANKET AMERICA MINISTRIES | |||||||
| PO BOX 472008 | CHARLOTTE | NC | 28247 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $100 |
| BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $300 |
| C R U | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $300 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 3424 WILSHIRE BLVD 3RD FL | LOS ANGELES | CA | 90010 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $300 |
| CHILDRENS OPPORTUNITY GROUP | |||||||
| PO BOX 11343 | FT LAUDERDALE | FL | 33339 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $200 |
| CITY LINE CHURCH | |||||||
| 220 WICKFORD RD | HAVERTOWN | PA | 19083 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $1,000 |
| COMMUNITY BIBLE CHURCH | |||||||
| 2025 WILLISTON RD | SOUTH BURLINGTON | VT | 05403 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $5,000 |
| CYSTIC FIBROSIS FDN | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $500 |
| FIRST BAPTIST CHURCH | |||||||
| 301 E BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $31,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 735 NE 3RD AVE | FORT LAUDERDALE | FL | 33304 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $100 |
| HIGHLANDS CHAMBER MUSIC FESTIVAL INC | |||||||
| PO BOX 1702 | HIGHLANDS | NC | 28741 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $1,000 |
| HIGHLANDS HISTORICAL SOCIETY | |||||||
| 7001 SHEAFF LANE | FT WASHINGTON | PA | 19034 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $200 |
| HIGHLANDS PLAYHOUSE | |||||||
| 362 OAK STREET | HIGHLAND | NC | 28741 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $500 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $400 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 5969 CATTLERIDGE BLVD STE 100 | SARASOTA | FL | 34232 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $50 |
| NATIONAL CHRISTIAN FDN | |||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $3,000 |
| NOVA SOUTHEASTERN UNIVERSITY | |||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $25,000 |
| PALM BEACH ATLANTIC UNIVERSITY | |||||||
| 901 S FLAGLER DRIVE PO BOX 24708 | WEST PALM BEACH | FL | 33416 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $10,000 |
| PARALYZED VETS OF AMERICA | |||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $100 |
| PRAY IN JESUS | |||||||
| PO BOX 14070 | LANSING | MI | 48901 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $50 |
| PRISON FELLOWSHIP | |||||||
| 44180 RIVERSIDE DRIVE | LANSDOWNE | VA | 20176 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $400 |
| RIO VISTA COMMUNITY CHURCH | |||||||
| 614 SE 8TH ST | FORT LAUDERDALE | FL | 33316 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $300 |
| SALVATION ARMY | |||||||
| 1424 NE EXPRESS WAY | ATLANTA | GA | 30329 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $100 |
| SHERIDAN HOUSE | |||||||
| 1700 S FLAMINGO RD | DAVIE | FL | 33325 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $100 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | 501C(3) | SUPPORT CHURCH ACTIVITIES AND EVENTS | $850 |
| ATHLETES IN ACTION | |||||||
| 735 INDUSTRY RD STE 117 | LONGWOOD | FL | 32750 | NONE | 501C(3) | TO SUPPORT PROGRAM ACTIVITIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,200 | 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 | $114 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,784 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LAFFERTY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 NORTH NEW RIVER DRIVE EAST 1904 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HILL YORK STOCK | StockNm |
| EOY Book Value | $48,451 | EOYBookValueAmt |
| EOYFMV | $48,451 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PAINTING | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,000 | BookValueAmt |
| EOYFMV | $9,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,394 | LegalFeesAmt |
| Net Investment Income | $697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $697 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NON DEDUCTIBLE EXPENSES K-1 | $9,310 | $0 | $0 |
| OTHER DEDUCTIONS - K-1 | $3,305 | $3,305 | $0 |
| BANK FEES | $300 | $150 | $150 |
| SECTION 179 DEDUCTION - K-1 | $47,499 | $47,499 | $0 |
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 | $102,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,670 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,615 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |