CHARLES AND JOAN HERMANOWSKI FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND JOAN HERMANOWSKI FAMILY FOUNDATION INC (EIN 20-5744155)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-03-30
- IRS object ID
- 201710899349100011
- Schema version
- 2015v3.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-30T15:25:48-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205744155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES AND JOAN HERMANOWSKI | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3058657450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 810005 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN A HERMANOWSKI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3058657450 | PhoneNum |
| Signature | 2017-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D MORRISON CPA | PreparerPersonNm |
| PTIN | P00280973 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2017-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,959,993 | 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 | $5,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,740 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,772 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $372 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,896 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,328 | CashBOYAmt |
| Cash EOY | $20,426 | CashEOYAmt |
| Cash EOYFMV | $20,426 | CashEOYFMVAmt |
| Corporate Stock BOY | $995,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $979,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,034,087 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $889,170 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $854,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $838,648 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $60,716 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,832 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,970,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,914,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,959,993 | 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 | $1,970,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,914,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,970,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,914,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,970,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,914,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,970,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,914,293 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,914,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST - PUBLICLY TRADED SECURITIES | P | $282,958 | $294,367 | -$11,409 | -$11,409 |
| CAPITAL GAINS DIVIDENDS | P | $137 | $137 | $137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,173 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,100,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,167,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,099,296 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,293 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,035,526 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,036,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043508 | DistributionYr5Rt |
| Total Distribution | 0.241546 | TotalDistributionRt |
| Average Distribution | 0.048309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,977,728 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,542 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $509 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,423 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,423 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,914 | OverpaymentAmt |
| Applied To ES Tax | $1,914 | 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 | WWW.HERMANOWSKIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOAN A HERMANOWSKI | IndividualWithBooksNm |
| Phone | 3058657450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 810005 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN A HERMANOWSKI | ||||||||
| PO BOX 810005 | BOCA RATON | FL | 33481 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHARLES A HERMANOWSKI | ||||||||
| PO BOX 810005 | BOCA RATON | FL | 33481 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOY ANN SMITH | ||||||||
| PO BOX 810005 | BOCA RATON | FL | 33481 | TREASURER | 1.00 | $0 | $0 | $0 |
| JEAN ALICE CASE | ||||||||
| PO BOX 810005 | BOCA RATON | FL | 33481 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KIM ELLEN HERMANOWSKI | ||||||||
| PO BOX 810005 | BOCA RATON | FL | 33481 | SECRETARY | 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 | $1,946,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,007,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,007,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,977,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $509 | TotalTaxAmt |
| Distributable Before Adj | $98,377 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,740 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $509 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,464 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,464 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $91,581 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN A HERMANOWSKI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIM HERMANOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 810005 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3058657450 | RecipientPhoneNum |
| Form And Info And Materials | 2-3 PAGE LETTER OF INQUIRY; PROOF OF IRS 501(C)(3) EXEMPTION, PROJECT DESCRIPTION AND BUDGET. REQUIREMENTS MAY BE FOUND AT WWW.HERMANOWSKIFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO POLITICAL ORGANIZATIONS OR LARGE PUBLIC CHARITIES - - ONLY UNITED STATES CHARITIES WHICH BENEFIT CHILDREN UNDER AGE 21 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FLORIDA YOUTH ORCHESTRA INC | |||||||
| 1708 NORTH 40TH STREET | HOLLYWOOD | FL | 33023 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $6,000 |
| BARRY AND FLORENCE FRIEDBERG JCC | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $6,000 |
| BATON ROUGE YOUTH COALITION INC | |||||||
| 460 NORTH 11TH STREET | BATON ROUGE | LA | 70802 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| BEST FOOT FORWARD FOUNDATION INC | |||||||
| 9045 FONTANA BLVD 3108 | BOCA RATON | FL | 33434 | N/A | PUBLIC CHARITY | SUPPORT SERVICES FOR FOSTER CHILDREN | $7,000 |
| CANINE ASSISTED THERAPIES INC | |||||||
| 1040 NE 45TH STREET | OAKLAND PARK | FL | 33334 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CHILDREN'S RESOURCE FUND INC | |||||||
| 8571 SW 112TH STREET | MIAMI | FL | 33156 | N/A | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $10,000 |
| EQUINE ASSISTED THERAPIES OF SOUTH FLORIDA INC | |||||||
| PO BOX 273542 | BOCA RATON | FL | 33427 | N/A | PUBLIC CHARITY | PROVIDE HORSE RIDING FOR CHILDREN | $4,500 |
| FLORIDA STATE UNIVERSITY | |||||||
| 715 W GAINES STREET | TALLAHASSEE | FL | 32306 | N/A | SCHOOL | GENERAL OPERATIONS | $6,500 |
| GRANDMA'S PLACE INC | |||||||
| 11490 OKEECHOBEE BLVD 6 | ROYAL PALM BEACH | FL | 33411 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PUBLIC CHARITY | PROVIDES FOR YOUNG HOMELESS CHILDREN AND THEIR FAMILIES | $8,500 |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12 AVE | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | THERAPY FOR ABUSED CHILDREN | $3,000 |
| ST JOAN OF ARC CATHOLIC CHURCH & SCHOOL | |||||||
| 501 SOUTHWEST THIRD AVE | BOCA RATON | FL | 33432 | N/A | CHURCH WITH RELATED | GENERAL OPERATIONS | $10,000 |
| THE JACOB ZWEIG FOUNDATION INC | |||||||
| 5431 NW 15TH STREET 10 | MARGATE | FL | 33063 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,500 |
| THE READING CONNECTION | |||||||
| 1501 LEE HIGHWAY 170 | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| UNITED CERBRAL PALSY OF BROWARD COUNTY | |||||||
| 3117 SW 13TH COURT | FORT LAUDERDALE | FL | 33312 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $4,500 |
| YOUNG PLAYWRIGHTS' THEATER | |||||||
| 2437 15TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | TEACHES CHILDREN THROUGH PLAYWRITING | $2,500 |
| YOUTH ORCHESTRA OF CENTRAL VIRGINIA | |||||||
| POST OFFICE BOX 4845 | CHARLOTTESVILLE | VA | 22905 | N/A | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $193 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,579 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,240 | 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 | JOAN A HERMANOWSKI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 810005 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,300 | 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 | $5,300 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST - BOND FUNDS | BondNm |
| EOY Book Value | $854,069 | EOYBookValueAmt |
| EOYFMV | $838,648 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST - EQUITY SECURITIES | $886,105 | $950,395 |
| NORTHERN TRUST - COMMODITY FUNDS | $92,959 | $83,692 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST - REAL ESTATE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $60,716 | BookValueAmt |
| EOYFMV | $66,832 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BASIS ADJUSTMENT | Desc |
| Amt | $18 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST - INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,896 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,896 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR QUALIFIED CONTRIBUTION PAID | Desc |
| Revenue And Expenses Per Books | $1,740 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,740 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $372 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |