PULTE FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PULTE FAMILY CHARITABLE FOUNDATION INC (EIN 38-2923581)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349101659
- Schema version
- 2024v5.1
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:40:40+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5810 TENNYSON PARKWAY Suite 450 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750244112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382923581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pulte Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PULT | BusinessNameControlTxt |
| Phone | 5615440955 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Dixie Highway | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Pulte Rickard | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5615440955 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori McLaughlin | PreparerPersonNm |
| PTIN | P01231707 | PTIN |
| Phone | 2147775200 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $648,572,789 | 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 | $701,111 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,224,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,224,247 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $120,001 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $120,001 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,822,174 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $34,822,174 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$1,453,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,250,439 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $40,414,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,915,983 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $974,694 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $288,188 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $446,219 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,368,975 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $109,880 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,156,038 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $399,304 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $67,882 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $271,527 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $212,751 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,550 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $170,201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,558 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,223 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,667 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,019,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,938,171 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,792 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,430,352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126,352 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $59,939 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,994 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $53,945 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,807 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,081 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,726 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,888 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,489 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,399 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $446,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $340,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,963,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,687,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,557,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,578,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,687,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,172,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,835,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,228,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,384,569 | CashBOYAmt |
| Cash EOY | $401,394 | CashEOYAmt |
| Cash EOYFMV | $401,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,066,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,066,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,067,326 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $187,988,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $170,610,798 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $256,327,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,288,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,659,005 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,617,565 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $154,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $154,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $154,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $154,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $240,348,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $287,171,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $308,235,254 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,176,893 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,717,412 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,664,705 | LandBOYAmt |
| Land EOY | $10,459,481 | LandEOYAmt |
| Land EOYFMV | $10,459,481 | LandEOYFMVAmt |
| Other Assets BOY | $110,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $166,611 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $210,635 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $510,005,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $542,788,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $648,572,789 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,389 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $8,505 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $52,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $509,952,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $542,788,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $509,952,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $542,788,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,005,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $542,788,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $509,952,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,835,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $542,788,479 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $542,788,479 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $36,616,592 | $36,616,592 | $0 | $36,616,592 | |
| Capital Gain Distributions | P | $28,511 | $28,511 | $0 | $28,511 | |
| Partnership and Foreign Corporation Capital Gain/(loss) | P | -$1,822,929 | $0 | -$1,822,929 | $1,822,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,822,174 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $517,483 | SubtotalAmt |
| Tax Based On Investment Income | $517,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $591,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $791,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $273,517 | OverpaymentAmt |
| Applied To ES Tax | $273,517 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.pultefamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mirtha S Montecchi | IndividualWithBooksNm |
| Phone | 5615440955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S Dixie Highway | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|
| Karen J Pulte | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | Director | 2.00 | $0 | $0 |
| Mark T Pulte | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | Vice President and Director | 5.00 | $3,004 | $0 |
| Kevin P Doyle | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | COO | 46.00 | $361,124 | $55,434 |
| Mirtha S Montecchi | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | VP of Finance | 42.00 | $268,015 | $15,840 |
| Nancy Pulte Rickard | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | PRESIDENT AND DIRECTOR | 45.00 | $362,900 | $20,816 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Jeffrey R Bookstein | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | VP of Development | 42.00 | $207,100 | $27,546 |
| James C Conner | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | Chief Grants Officer | 40.00 | $155,051 | $16,420 |
| Saveria Graves | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | Controller | 40.00 | $107,816 | $12,314 |
| ANDREW S VAN VALIN | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | SR MGR ACQ, DEV | 40.00 | $130,979 | $31,895 |
| KAITLIN R HANLEY | |||||||
| 220 S Dixie Highway | Boca Raton | FL | 33432 | PROJ MGR ASSET OPS | 40.00 | $104,231 | $2,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Goldman Sachs | ||||||
| 200 S Biscayne Blvd | Suite 3700 | Miami | FL | 33131 | Investment Management | $1,592,574 |
| Charles Schwab | ||||||
| Plante Moran Financial | 3000 Town Ctr Suite 100 | Southfield | MI | 48075 | Investment Management | $327,806 |
| Clark Hill PLC | ||||||
| PO Box 641858 | Pittsburgh | PA | 152641858 | LEGAL | $151,981 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $311,443,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,885,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $310,064,086 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $640,392,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $640,392,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,605,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $630,787,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,539,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,539,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517,483 | TotalTaxAmt |
| Distributable Before Adj | $31,021,871 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,021,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,021,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,172,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,858 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,176,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,021,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,191,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,191,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,176,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,176,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,845,736 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,845,736 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,345,560 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,345,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD Henderson University School & FAU High School | |||||||
| 777 Glades Road | Boca Raton | FL | 33431 | None | PC | To support the school's Annual Fund. | $4,100 |
| Academy of the Sacred Heart | |||||||
| 1250 Kensington Road | Bloomfield Hills | MI | 48304 | None | PC | To support scholarship funds. | $73,070 |
| Advent Lutheran Church | |||||||
| 301 E Yamato Road | Boca Raton | FL | 33431 | None | PC | To support efforts to combat human trafficking. | $3,000 |
| Archdiocese of Baltimore Chancery Inc | |||||||
| 320 Cathedral St | Baltimore | MD | 21201 | None | PC | To support efforts to care for the community following the Baltimore bridge collapse. | $2,000 |
| Barwis Methods First Step Foundation | |||||||
| 378 Hillsboro Technology Dr | Deerfield Beach | FL | 33441 | None | PC | To provide scholarships for neurological reengineering recovery programs. | $3,500 |
| Christ Child Society of Detroit | |||||||
| 502 N Crooks Road Suite A | Clawson | MI | 48017 | None | PC | To support the building a new house for the residential foster care program. | $100,000 |
| Christ House Inc | |||||||
| 1717 Columbia Rd NW | Washington | DC | 20009 | None | PC | To support general operating expenses for programs that provide medical care for those experiencing homelessness. | $5,000 |
| Covenant House Florida Inc | |||||||
| 733 Breakers Ave | Fort Lauderdale | FL | 33304 | None | PC | To support housing programs for homeless youth. | $2,000 |
| Cristo Rey St Martin College Prep | |||||||
| 3106 Belvidere Road | Waukegan | IL | 60085 | None | PC | To support general operating expenses for the school. | $30,000 |
| De La Salle Collegiate | |||||||
| 14600 Common Rd | Warren | MI | 48088 | None | PC | To help provide meals to disadvantaged students. | $30,000 |
| Detroit Cristo Rey High School | |||||||
| 5679 W Vernor Highway | Detroit | MI | 482092157 | None | PC | To support general operating expenses for the school. | $40,000 |
| Emanuel Jackson Sr Project Inc | |||||||
| 700 West Atlantic Ave | Delray Beach | FL | 33444 | None | PC | To support academic tutoring for vulnerable youth. | $77,000 |
| Family Promise of Spokane | |||||||
| 2002 E Sprague Ave | Spokane | WA | 99202 | None | PC | To support programs to fight homelessness. | $1,500 |
| Fort Lauderdale Independence Training & Education Center Inc | |||||||
| 5201 NW 33rd AVE | Fort Lauderdale | FL | 33309 | None | PC | To support programs for foster youth. | $150 |
| FreelyGiven Inc | |||||||
| 6404 Tower Rd | Duluth | MN | 55803 | None | PC | To support ministry and services for those in Cambodia. | $4,000 |
| Global Humanitarian Mission | |||||||
| 1314 E Las Olas Blvd Suite 1839 | Fort Lauderdale | FL | 33301 | None | PC | To support a food assistance programs. | $1,000 |
| Henderson Behavioral Health | |||||||
| 4740 N State Road 7 Ste 201 | Lauderdale Lakes | FL | 33319 | None | PC | To support the organization's Crisis Stabilization Unit. | $3,350 |
| Children's Place At Home Safe Inc | |||||||
| 2840 Sixth Avenue South | Lake Worth | FL | 33461 | None | PC | To support specialized therapeutic group care residential facilities. | $2,000 |
| Housing Leadership Council of Palm Beach County | |||||||
| 2101 Vista Parkway Suite 4027 | West Palm Beach | FL | 33411 | None | PC | To support the Annual Housing Heroes Luncheon. | $1,800 |
| La Salle International Foundation Inc | |||||||
| 415 Michigan Avenue NE - Suite 300 | Washington | DC | 20017 | None | PC | To support educational programs for students in the US. | $10,000 |
| Little Sisters of the Poor Chicago Inc | |||||||
| 2325 N Lakewood Ave | Chicago | IL | 60614 | None | PC | To provide general operating support for residential care programs for vulnerable, aging adults. | $3,500 |
| Mackinac Connect Foundation | |||||||
| PO Box 215 | MACKINAC ISLAND | MI | 49757 | None | PC | To support the workers on Mackinac Island, MI with various needs. | $3,500 |
| Mackinac Island Public School | |||||||
| 7846 Main Street | Mackinac Island | MI | 49757 | None | PC | To support student scholarships and college readiness programs. | $57,500 |
| New York Road Runners | |||||||
| 156 W 56 Street Floor 5 | New York | NY | 10019 | None | PC | To support youth and community running programs. | $4,000 |
| Nuestra Seora de la Vivienda Community Foundation Inc | |||||||
| 220 S Dixie Hwy | Boca Raton | FL | 33432 | None | PC | To support the Monarca community in Immokalee, FL. | $15,000 |
| Parkland Buddy Sports | |||||||
| 5645 Coral Ridge Dr | Coral Springs | FL | 33076 | None | PC | To support a golf tournament for a organization that provides sports for children with special needs. | $250 |
| Rise Above | |||||||
| 936 Fleming Ave | Jackson | MI | 49202 | None | PC | To help at-risk youth who have been suspended or expelled return to school and succeed. | $3,500 |
| Roots and Wings Inc | |||||||
| 335 E Linton Blvd Ste 2219 | Delray Beach | FL | 334835023 | None | PC | To support after-school reading programs for disadvantaged students. | $500 |
| Rosary Community Retreats Foundation | |||||||
| 32965 Hunter Avenue | Westland | MI | 48185 | None | PC | To support spiritual retreats for those with intellectual and developmental disabilities. | $2,500 |
| Rotary Club Downtown Boca Raton FUND | |||||||
| PO Box 811539 | Boca Raton | FL | 334811539 | None | PC | To support the Mayor's Ball. | $700 |
| Ruth & Norman Rales Jewish Family Services | |||||||
| 21300 Ruth And Baron Coleman Blvd | Boca Raton | FL | 33428 | None | PC | To provide general operating support for various programs to help the vulnerable and needy. | $3,500 |
| Spirit of Giving Network Inc | |||||||
| 1515 N Federal Highway Suite 106 | Boca Raton | FL | 33432 | None | PC | To support the annual holiday gift drive for vulnerable children. | $5,500 |
| St Leo's Soup Kitchen | |||||||
| 8601 Woodward Ave | Detroit | MI | 48202 | None | PC | To provide general operating support for the soup kitchen. | $3,500 |
| St Thomas More Academy | |||||||
| 6456 E Bristol Rd | Burton | MI | 48519 | None | PC | To make improvements to the school. | $60,000 |
| The Christian Brothers Institute of Michigan | |||||||
| 7101 Lahser Rd | Bloomfield Hills | MI | 48301 | None | PC | To provide tuition assistance. | $27,000 |
| The Lord's Place Inc | |||||||
| PO Box 3265 | West Palm Beach | FL | 33402 | None | PC | To provide general operating support for housing and programs for those experiencing homelessness in Palm Beach County. | $264 |
| Transformations by Austin Angels | |||||||
| 2555 Northwinds Pkwy Suite 1000 | Alpharetta | GA | 30009 | None | PC | To support programs supporting foster youth and foster parents in the metro Atlanta area. | $25,000 |
| Veteran Golf Association | |||||||
| 4132 Walcott Dr | Lake Orion | MI | 48359 | None | PC | To support veterans and their families through golf programs. | $6,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,225 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,224,247 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $120,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,822,174 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Other Investment Income | 14 | -$1,250,439 | ||
| Passthrough Entities | 721110 | -$202,557 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$202,557 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,915,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,713,426 | 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 | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $635 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALMS WEST CHAMBER OF COMMERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | MEMBERSHIP DUES | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM J PULTE TRUST | ||||||
| 1 | 220 S DIXIE HIGHWAY | BOCA RATON | FL | 33432 | $595,000 | Yes (X) |
| MARK T PULTE | ||||||
| 2 | 41 SE 5TH ST | BOCA RATON | FL | 33432 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $15,558 | Amt |
| Net Investment Income | $6,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,667 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Excess Business Holdings | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part VI, Section B Line 3a | FormAndLineReferenceDesc |
| Medium Explanation | THE ESTATE OF WILLIAM J PULTE MADE A BEQUEST OF TWO HOTELS AND A LIVING DONOR MADE A GIFT OF ONE HOTEL TO THE PULTE FAMILY CHARITABLE FOUNDATION. WITHIN THE 5-YEAR STATUTORY PERIOD FOR DISPOSING BEQUESTS AND GIFTS PURSUANT TO INTERNAL REVENUE CODE SECTION 4943(C)(6), THE HOTEL OPERATIONS WILL BE CONTRIBUTED TO PUBLIC CHARITIES. AS HUMANITARIAN HOTELS, ONE HUNDRED PERCENT OF THE NET PROFITS FROM EACH PROPERTY ARE USED TO SUPPORT CHARITABLE EFFORTS AROUND THE GLOBE. THESE HOTELS AND RESORTS UNDERTAKE PROGRAMMING FOR EMPLOYEES, GUESTS, AND NONPROFITS THAT REPRESENT THE FOUNDATION'S MISSION OF SERVING PEOPLE IN NEED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $58,659,005 | EOYBookValueAmt |
| EOYFMV | $57,617,565 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks | StockNm |
| EOY Book Value | $170,610,798 | EOYBookValueAmt |
| EOYFMV | $256,327,134 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land Held for Investment | CategoryOrItemTxt |
| Cost Or Other Basis | $154,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $154,000 | BookValueAmt |
| EOYFMV | $154,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Private Equity Investments | AT COST | $88,085,906 | $109,150,023 |
| Investment in Disregarded Entity No. 1 | AT COST | $79,973,055 | $79,973,055 |
| Investment in Disregarded Entity No. 2 | AT COST | $7,881,242 | $7,881,242 |
| Investment in Disregarded Entity No. 3 | AT COST | $95,147,016 | $95,147,016 |
| Investment in Disregarded Entity No. 4 | AT COST | $16,083,918 | $16,083,918 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| Headquarters Building | $4,401,678 | $4,401,678 | $4,401,678 | |
| Land | $5,554,874 | $5,554,874 | $5,554,874 | |
| Buildings and Equipment | $2,220,341 | $502,929 | $502,929 | $1,717,412 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $212,751 | LegalFeesAmt |
| Net Investment Income | $42,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $170,201 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Deferred Compensation 457(b) Plan | $110,218 | $149,252 | $193,276 |
| Security Deposit | $0 | $7,359 | $7,359 |
| Other Assets | $0 | $10,000 | $10,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office | $96,350 | $9,635 | $86,715 |
| Payroll Processing | $50,116 | $8,520 | $34,079 |
| Marketing | $8,721 | $8,721 | |
| Website and Software | $100,893 | $10,089 | $90,804 |
| Licenses and permits | $946 | $473 | $473 |
| Insurance | $138,978 | $69,489 | $69,489 |
| Grantee Site Visits | $50,257 | $50,257 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Passthrough Entities | Desc |
| Revenue And Expenses Per Books | -$1,453,036 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,250,439 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| BOY Book Value | $8,505 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC REVIVAL INITIATIVE INC (SECTION 501(C)(3) ORGANIZATION) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,100,000 | LoanOriginalAmt |
| Balance Due | $1,100,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
| Consideration FMV | $1,100,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Professional Fees | $90,880 | $9,088 | $81,792 |
| Investment Management Fees | $1,929,083 | $1,929,083 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Tax | $625,000 | |
| Income Tax | $515,000 | |
| State Income Tax | $164,000 | |
| Property Tax | $64,176 | $64,176 |
| Foreign Tax Paid | $62,176 | $62,176 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| Stonecliffe Entertainment Inc | ||||||
| 220 S Dixie Hwy | Boca Raton | FL | 33432 | 341983481 | Rental payments | $150,000 |
| CRI - BASILICA OF STE ANNE INC | ||||||
| 220 S DIXIE HWY | BOCA RATON | FL | 33432 | 991945732 | N/A | $0 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| Stonecliffe Entertainment Inc | ||||||
| 220 S Dixie Hwy | Boca Raton | FL | 33432 | 341983481 | Payments for Renovations and Operations | $2,525,000 |
| CATHOLIC REVIVAL INITIATIVE INC | ||||||
| 220 S DIXIE HWY | BOCA RATON | FL | 33432 | 991129352 | LOAN TO SECTION 501(C)(3) ORGANIZATION | $1,100,000 |