SALDANHA FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALDANHA FAMILY FOUNDATION INC (EIN 65-6320528)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-20
- IRS object ID
- 201702639349100015
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-20T16:03:02-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650228636 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARUSO AND COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 629 E HILLSBORO BLVD | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | 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 | 656320528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALDANHA FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALD | BusinessNameControlTxt |
| Phone | 9543637353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6820 LYONS TECHNOLOGY CIRCLE RM 220 | AddressLine1Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN SALDANHA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2017-06-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY C CARUSO | PreparerPersonNm |
| PTIN | P00277936 | PTIN |
| Phone | 9545712020 | PhoneNum |
| Preparation | 2017-07-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 5A4C0C24E39FDB625E72505F61A1454EAE54912F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7B1C732148281D238517617F60033B5CA850F2E | 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 | $621,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,589 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,589 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,325 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $541 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,811 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $108,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $98,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $191,570 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,711 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,711 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $410,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $410,072 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $410,072 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $627,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $609,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $621,337 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,269 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $623,543 | UnrestrictedBOYAmt |
| Unrestricted EOY | $609,201 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $623,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $609,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $627,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $609,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $623,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,333 | ExcessRevenueOverExpensesAmt |
| Subtotal | $609,210 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $609,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FMI LG CAP FUND | P | 2016-03-04 | 2016-04-27 | $2,137 | $2,006 | $131 | $131 |
| HARBOR FUND CAP APPRE FUND | P | 2015-12-28 | 2016-05-06 | $6,014 | $6,499 | -$485 | -$485 |
| HARBOR FUND CAP APPRE FUND | P | 2015-12-28 | 2016-07-06 | $3,581 | $3,832 | -$251 | -$251 |
| HARBOR FUND CAP APPRE FUND | P | 2016-08-31 | $5,698 | $5,686 | $12 | $12 | |
| T ROWE GRO STOCK | P | 2016-04-27 | $4,005 | $3,998 | $7 | $7 | |
| HARBOR FUND INT'L FUND | P | 2015-04-27 | 2016-07-06 | $2,498 | $3,164 | -$666 | -$666 |
| T ROWE GRO STOCK | P | 2014-12-02 | 2016-04-27 | $3,550 | $4,000 | -$450 | -$450 |
| FMI LG CAP FUND | P | 2016-04-27 | $3,367 | $2,298 | $1,069 | $1,069 | |
| T ROWE GRO STOCK | P | 2010-09-01 | 2016-04-27 | $2,586 | $1,341 | $1,245 | $1,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,601 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$586 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,689 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,370 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,997 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083910 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,382 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $57,260 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.216242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $289,044 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,778 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $309,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044459 | DistributionYr5Rt |
| Total Distribution | 0.456260 | TotalDistributionRt |
| Average Distribution | 0.091252 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $199,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,236 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,920 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $18 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN SALDANHA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9543637353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6820 LYONS TECHNOLOGY CIRCLE SUITE | AddressLine1Txt |
| Address Line2 | 220 | AddressLine2Txt |
| City | COCONUT CREEK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN SALDANHA | ||||||||
| 7202 AYRSHIRE LANE | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CORINNE SALDANHA | ||||||||
| 7202 AYRSHIRE LANE | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STEFAN A SALDANHA | ||||||||
| 7202 AYRSHIRE LANE | BOCA RATON | FL | 33496 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS A NONOPERATING (DISTRIBUTING) CHARITABLE ORGANIZATION. ITS SOLE FUNCTION IS THE DISBURSEMENT OF FUNDS TO 501(C)(3) ORGANIZATIONS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $175,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $202,890 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $202,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $199,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $9,974 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,974 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,974 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,920 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,920 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,974 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,104 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,278 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,920 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,946 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,224 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,986 | ExcessFromYear3Amt |
| Excess From Year2 | $3,188 | ExcessFromYear2Amt |
| Excess From Year1 | $4,104 | ExcessFromYear1Amt |
| Excess From Current Year | $3,946 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN SALDANHA | ContributingManagerNm |
| Contributing Manager | CORINNE SALDANHA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TORAH ACADEMY OF BOCA RATON | |||||||
| 447 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | NONE | EXEMPT | CHARITABLE | $500 |
| NAMI | |||||||
| PO BOX 62596 | BALTIMORE | MD | 21264 | NONE | EXEMPT | CHARITABLE | $300 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 6021 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $300 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EXEMPT | CHARITABLE | $50 |
| TOYS FOR TOTS | |||||||
| PO BOX 4002896 | DES MOINES | IA | 50340 | NONE | EXEMPT | CHARITABLE | $50 |
| FOOD FOR THE POOR | |||||||
| PO BOX 979004 | COCONUT CREEK | FL | 33097 | NONE | EXEMPT | CHARITABLE | $100 |
| UNICEF | |||||||
| 1447 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | EXEMPT | CHARITABLE | $100 |
| SISTER MICHAELA | |||||||
| PO BOX 97000 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $50 |
| BRADY CAMPAIGN TO PREVENT GUN VIOLE | |||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | NONE | EXEMPT | CHERITABLE | $50 |
| DAV | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | EXEMPT | CHARITABLE | $50 |
| MADD | |||||||
| PO BOX 758521 | TOPEKA | KS | 66675 | NONE | EXEMPT | CHARITABLE | $50 |
| SAVE THE CHILDREN | |||||||
| PO BOX 326201 | FAIRFIELD | CT | 06825 | NONE | EXEMPT | CHARITABLE | $50 |
| PROJECT HOPE | |||||||
| PO BOX 250 | MILLWODD | VA | 22646 | NONE | EXEMPT | CHARITABLE | $50 |
| SUN SENTINEL CHILDRENS FUND | |||||||
| 333 SW 12 AVENUE | DEERFIELD BEACH | FL | 33442 | NONE | EXEMPT | CHARITABLE | $50 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| PO BOX 548 | MONTGOMERY | AL | 36177 | NONE | EXEMPT | CHARITABLE | $50 |
| SOS CHILDRENS VILLAGES | |||||||
| 1620 I STREET NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | CHARITABLE | $50 |
| GUIDE DOG FOUNDATION | |||||||
| 371 E MAIN STREET | SMITHTOWN | NY | 11787 | NONE | EXEMPT | CHARITABLE | $50 |
| INT'L CAMPAIGN FOR TIBET | |||||||
| PO BOX 9005 | WALDORF | MD | 20604 | NONE | EXEMPT | CHARITABLE | $50 |
| SALVATION ARMY | |||||||
| PO BOX 18459 | WEST PAM BEACH | FL | 33416 | NONE | EXEMPT | CHARITABLE | $50 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| PO BOX 55911 | LEXINGTON | KY | 40555 | NONE | EXEMPT | CHARITABLE | $50 |
| MAKE A WISH | |||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $50 |
| CARIDAD CENTER | |||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NONE | EXEMPT | CHARITABLE | $200 |
| MILAGRO CENTER | |||||||
| 695 AUBURN AVENUE | DELRAY BEACH | FL | 33444 | NONE | EXEMPT | CHARITABLE | $200 |
| WOMEN FOR WOMEN | |||||||
| PO BOX 9224 | CENTRAL ISLIP | NY | 11722 | NONE | EXEMPT | CHARITABLE | $200 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20077 | NONE | EXEMPT | CHARITABLE | $200 |
| WOUNDED WARRIORS | |||||||
| PO BOX 758541 | TOPEKA | KS | 66675 | NONE | EXEMPT | CHARITABLE | $100 |
| NAVAJO RELIEF FUND | |||||||
| PO BOX 6042 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $100 |
| SIOUX NATION RELIEF FUND | |||||||
| PO BOX 6040 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $100 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | EXEMPT | CHARITABLE | $100 |
| ST LABRE INDIAN SCHOOL | |||||||
| E TONGUE RIVER ROAD | ASHLAND | MT | 59003 | NONE | EXEMPT | CHARITABLE | $100 |
| INT'L FELLOW OF CHRISTIANS AND JEWS | |||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $200 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90039 | NONE | EXEMPT | CHARITABLE | $100 |
| NACOEJ | |||||||
| PO BOX 11377 | MILWAUKEE | WI | 53211 | NONE | EXEMPT | CHARITABLE | $300 |
| ORT | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10273 | NONE | EXEMPT | CHARITABLE | $50 |
| BOYS TOWN JERUSALEM | |||||||
| 1 PENN PLAZA | NEW YORK | NY | 10117 | NONE | EXEMPT | CHARITABLE | $50 |
| JEWISH WAR VETS | |||||||
| PO BOX 1575 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | CHARITABLE | $50 |
| CARE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | CHARITABLE | $50 |
| SPECIAL OLYMPICS | |||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | NONE | EXEMPT | CHARITABLE | $50 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| PO BOX 1408 | TOMS RIVER | NJ | 08759 | NONE | EXEMPT | CHARITABLE | $50 |
| ADL | |||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $100 |
| AMEICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 7 AVENUE | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $500 |
| US HOLOCAUST MUSEUM | |||||||
| PO BOX 6033 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $50 |
| AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 53217 | NONE | EXEMPT | CHARITABLE | $50 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $500 |
| OPERATION SMILE | |||||||
| PO BOX 5017 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | CHARITABLE | $100 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | NONE | EXEMPT | CHARITABLE | $100 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 1834 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | CHARITABLE | $50 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | NONE | EXEMPT | CHARITABLE | $50 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | NONE | EXEMPT | CHARITABLE | $300 |
| AMFAR | |||||||
| PO BOX 96635 | WASHINGTON | DC | 20090 | NONE | EXEMPT | CHARITABLE | $100 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 4594 | NEW YORK | NY | 10163 | NONE | EXEMPT | CHARITABLE | $50 |
| CROHNS & COLITIS FOUNDATION | |||||||
| PO BOX 1245 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $50 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | CHARITABLE | $50 |
| AMERICAN LEPROSY MISSIONS | |||||||
| PO BOX 6078 | ALBERT LEE | MN | 56007 | NONE | EXEMPT | CHARITABLE | $50 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | EXEMPT | CHARITABLE | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | CHARITABLE | $500 |
| PEGGY ADAMS ANIMAL RESCUE | |||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | EXEMPT | CHARITABLE | $100 |
| HUMANE SOCIETY | |||||||
| PO BOX 52137 | PHOENIX | AZ | 85072 | NONE | EXEMPT | CHARITABLE | $50 |
| ALLEY CAT ALLIES | |||||||
| PO BOX 98179 | WASHINGTON | DC | 20077 | NONE | EXEMPT | CHARITABLE | $50 |
| PAWS FOR PURPLE HEARTS | |||||||
| PO BOX 9288 | PUEBLO | CO | 81008 | NONE | EXEMPT | CHARITABLE | $50 |
| DIANNE FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | EXEMPT | CHARITABLE | $100 |
| WORLD WILDLIFE FUND | |||||||
| PO BOX 96555 | WASHINGTON | DC | 20077 | NONE | EXEMPT | CHARITABLE | $50 |
| JANE GOODALL INSTITUTE | |||||||
| PO BOX 1760 | DACULA | GA | 30019 | NONE | EXEMPT | CHARITABLE | $60 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | NONE | EXEMPT | CHARITABLE | $60 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 6439 | AMERICUS | GA | 31709 | NONE | EXEMPT | CHARITABLE | $100 |
| SHERPA FOUNDATION | |||||||
| PO BOX 430 | EDWARDS | CO | 81632 | NONE | EXEMPT | CHARITABLE | $300 |
| SHRINERS HOSPITAL | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | EXEMPT | CHARITABLE | $200 |
| RIDE FOR ROSWELL | |||||||
| PO BOX 644 | BUFFALO | NY | 14240 | NONE | EXEMPT | CHARITABLE | $200 |
| JEWISH FEDERATION OF PALM BEACH COU | |||||||
| 1 HARVARD CIRCLE | WEST PALM BEACH | FL | 33409 | NONE | EXEMPT | CHARITABLE | $5,000 |
| WNY IMPACT FOUNDATION | |||||||
| PO BOX 46 | CLARENCE CENTER | NY | 14032 | NONE | EXEMPT | CHARITABLE | $500 |
| PAP CORPS ST ANDDREWS CHAPTER | |||||||
| 1166 W NEWPORT CENTER DR | DEERFIELD BEACH | FL | 33442 | NONE | EXEPMT | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,920 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,988 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $989 | ExclusionAmt |
| Related Or Exempt Function Incm | $612 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,977 | ExclusionAmt |
| Related Or Exempt Function Incm | $612 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,589 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,650 | Amt |
| Net Investment Income | $1,325 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF FLORIDA ONLY REQUIRES THE NOT-FOR-PROFIT ORGANIZATION TO FILE ARTICLES OF INCORPORATION WITH THE SECRETARY OF STATE. THE FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE AN ANNUAL FILING OF FORM 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INSTITUTIONAL INDEX FUND | $31,281 | $37,052 |
| T ROWE PRICE GROWTH STK FUND INC COM | ||
| VANGUARD MID CAP INDEX FUND | $9,646 | $12,804 |
| VANGUARD SHORT TERM BOND INDEX | $13,472 | $13,622 |
| FMI LARGE FUND | ||
| FEDERATED INSTITUTIONAL HIGH YIELD | $8,220 | $8,550 |
| VANGUARD EQUITY INCOME FUND | $10,809 | $11,874 |
| BAIRD CORE PLUS BOND FUND | $21,935 | $22,108 |
| HARBOR CAPITAL APPRE FD 2 | ||
| VANGUARD SM CAP INDEX FUND | $3,754 | $4,325 |
| ABERDEEN EMERGE MKT NSTL | $8,197 | $8,518 |
| HARBOR INTL FUND 11 | $8,319 | $7,760 |
| MFS INTL GROWTH FD | $12,118 | $12,374 |
| TWEEDY BROWNE GLOBAL VAL FD | $10,050 | $10,244 |
| T ROWE DIV GROWTH FUND | $21,964 | $22,499 |
| DODGE & COX INCOME FUND | $7,235 | $7,387 |
| HARTFORD FLOATING RATE FUND | $4,100 | $4,272 |
| CREDIT SUISSE COMMOD RETURN STRAT | $2,521 | $2,663 |
| VOYA REAL ESTATE FUND | $3,754 | $3,424 |
| CHAMPLAIN MID CAP FUND | $2,077 | $2,094 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CJSS LLC PARTNERSHIP | AT COST | $711 | $711 |
| RICHARDSON HEDGE FUND | AT COST | $10,000 | $10,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT-LIFE INSURANCE POLICY | $410,000 | $410,000 | $410,000 |
| DIVIDEND RECEIVABLE | $72 | $72 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $2,811 | $2,811 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $4,269 | BOYBookValueAmt |
| EOY Book Value | $18 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $18 | $18 |
| OTHER TAXES | $461 | $461 |
| FOREIGN TAXES | $62 | $62 |