TOM AND VIRGINIA JENNARO FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND VIRGINIA JENNARO FAMILY FOUNDATION INC (EIN 20-2604168)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201641249349100914
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T13:46:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592535267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur J Canter CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S Dixie Hwy Ste 322 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202604168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tom and Virginia Jennaro Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMA | BusinessNameControlTxt |
| Phone | 9549410367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2321 NE 32 Court | AddressLine1Txt |
| City | Lighthouse Point | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marianne Jennaro | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9549410367 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arthur J Canter | PreparerPersonNm |
| PTIN | P00010280 | PTIN |
| Phone | 5613914477 | PhoneNum |
| Preparation | 2016-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $870,980 | 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 | $237 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,577 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $550 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,759 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $532,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $390,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $489,541 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $153,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $350,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $337,555 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $59,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,128 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $760,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $791,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $870,980 | 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 | $760,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $791,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $760,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $791,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $760,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $791,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $760,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $791,494 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $791,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DFA Global 60/40 | 2015-03-09 | 2015-05-29 | $2,130 | $2,068 | $62 | $62 | |
| DFA Global 60/40 | 2014-03-10 | 2015-05-29 | $100,385 | $77,813 | $22,572 | $22,572 | |
| DFA Emerging Markets | 2010-11-30 | 2015-05-29 | $19,975 | $20,867 | -$892 | -$892 | |
| DFA Large Cap Value | 2005-04-22 | 2015-05-29 | $24,975 | $13,846 | $11,129 | $11,129 | |
| DFA Micro Cap | 2005-04-08 | 2015-05-29 | $19,975 | $14,155 | $5,820 | $5,820 | |
| Vanguard 500 Index | 2010-03-16 | 2015-05-29 | $24,975 | $13,750 | $11,225 | $11,225 | |
| Vanguard REIT | 2005-04-08 | 2015-05-29 | $14,975 | $9,071 | $5,904 | $5,904 | |
| Vanguard Total Bond Mkt | 2008-03-18 | 2015-05-29 | $69,738 | $65,797 | $3,941 | $3,941 | |
| Capital Gains Dividends | $10,816 | $10,816 | $10,816 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,577 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,478 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $94,601 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057906 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $91,371 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049250 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,482 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $87,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051484 | DistributionYr5Rt |
| Total Distribution | 0.251829 | TotalDistributionRt |
| Average Distribution | 0.050366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $938,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $805 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,650 | 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 | $805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $805 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marianne Jennaro | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9547819121 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 NE 14 St Causeway Apt 1011 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Georgene Freedman | ||||||||
| 28 Muscogee Ave | Atlanta | GA | 30305 | Trustee | 0.25 | $5,000 | $0 | $0 |
| Marianne Jennaro | ||||||||
| 2880 NE 14th St Causeway Apt 1011 | Pompano Beach | FL | 33062 | Trustee | 0.25 | $5,000 | $0 | $0 |
| Sharyl Jennaro | ||||||||
| 2910 NE 46 Street | Lighthouse Point | FL | 33064 | Trustee | 0.25 | $5,000 | $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 |
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 | $910,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $952,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $952,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $938,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $46,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $805 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $8 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,536 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,544 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,544 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8 | ExcessFromYear2Amt |
| Excess From Current Year | $3,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marianne Jennaro | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 NE 14 St Causeway Apt 1011 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9547819121 | RecipientPhoneNum |
| Form And Info And Materials | No restrictions | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No political activities; no private individual recipients | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||
| P O Box 13615 | St Petersberg | FL | 33753 | None | Tax exempt | For use by donee for their exempt purposes | $2,500 |
| Leukemia & Lymphoma Soc of America | |||||||
| 651 W Washington Blvd Ste 400 | Chicago | IL | 60661 | None | Tax exempt | For use by donee for their exempt purposes | $10,000 |
| National Breast Cancer Foundation | |||||||
| 2600 Network Blvd Ste 300 | Frisco | TX | 75034 | None | Tax exempt | For use by donee for their exempt purposes | $4,000 |
| Salvation Army | |||||||
| P O Box 120158 | Ft Lauderdale | FL | 33312 | None | Tax exempt | For use by donee for their exempt purposes | $10,000 |
| St Jude Children's Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | Tax exempt | For use by donee for their exempt purposes | $5,000 |
| Northeast Focal Senior Center | |||||||
| 227 NW 2nd St | Deerfield Beach | FL | 33441 | None | Tax Exempt | For use by donee for their exempt purposes | $2,500 |
| Little Wish Foundation | |||||||
| PO Box 2023 | Michigan City | IN | 46361 | None | Tax exempt | For use by donee for their exempt purposes | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,087 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $70,577 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,664 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,664 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Funds provided by dividend income are used to supplement donated funds | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA S/T Ext Qual Port | $31,517 | $31,143 |
| Vanguard S/T Inv Gr Bd Fd | $31,517 | $30,878 |
| Vanguard Total Bd Mkt Index Fd | $0 | $0 |
| Vanguard I/T Inv Gr Bd Fd-Adm S | $25,000 | $24,668 |
| Alcoa 2/1/2027 5.9% | $54,175 | $45,500 |
| Bank of America 1/22/2024 4.12% | $52,022 | $51,501 |
| DirecTV Holdings 4/1/2024 4.45% | $52,134 | $51,245 |
| Goldman Sachs 3/3/2014 4% | $51,324 | $51,330 |
| Verizon 3/15/2024 4.15% | $52,651 | $51,290 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA Global 60/40 Portfolio | $0 | $0 |
| Vanguard Index 500 Admiral Shs | $55,461 | $97,465 |
| DFA Large Cap Value | $57,174 | $91,320 |
| DFA Micro Cap Fd. | $65,317 | $89,873 |
| DFA Emerging Mkts Core | $76,126 | $67,126 |
| DFA Large Cap Int'l | $32,000 | $33,714 |
| DFA Int'l Small Co. Port. | $54,720 | $61,896 |
| DFA International Value | $49,994 | $48,147 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard REIT Index Fd | AT COST | $16,480 | $28,034 |
| Goldman Sachs Commodity Strategy | AT COST | $33,126 | $15,094 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney fees | CategoryTxt |
| Legal Fees | $550 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $4,759 | Amt |
| Net Investment Income | $4,759 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 Form 990-PF taxes | $39 | $0 | $0 |
| Foreign Tax | $277 | $277 | $0 |