KANE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KANE FAMILY FOUNDATION INC (EIN 65-0928906)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201503169349101275
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T15:41:33-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650209137 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDSTEIN SCHECHTER KOCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 HOLLYWOOD BLVD STE 215 SOUTH | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650928906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KANE | BusinessNameControlTxt |
| Phone | 3056656182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6695 SW 69 AVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3056656182 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER TERRONE | PreparerPersonNm |
| PTIN | P00748331 | PTIN |
| Phone | 9549897462 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $600,660 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,034 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,034 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,402 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,654 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,034 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,056 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,528 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $559,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $566,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $589,132 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,337 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $568,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $577,767 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $600,660 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,470,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,470,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$901,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$892,233 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $568,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,767 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $577,767 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $568,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $577,767 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $577,767 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY SHORT TERM | P | 2014-01-23 | $114,508 | $115,446 | -$938 | -$938 |
| FIDELITY LONG TERM | P | 2014-12-31 | $137,362 | $110,336 | $27,026 | $27,026 |
| FIDELITY WASH SALE | P | 2014-12-31 | $7 | $7 | $7 | |
| FIDELITY WASH SALE | P | 2014-12-31 | $27 | $27 | $27 | |
| CAPITAL GAINS DISTRIBUTIONS | P | 2014-12-31 | $4,498 | $4,498 | $4,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,620 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$931 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,507 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $593,051 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056499 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $593,222 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $664,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.014907 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $611,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $536,587 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065881 | DistributionYr5Rt |
| Total Distribution | 0.261867 | TotalDistributionRt |
| Average Distribution | 0.052373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $603,741 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,150 | 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 | $517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $528 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN KANE | IndividualWithBooksNm |
| Phone | 3056656182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6695 SW 69 AVENUE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33143 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KANE | ||||||||
| 6695 SW 69 AVENUE | MIAMI | FL | 33143 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ILEANA KANE | ||||||||
| 6695 SW 69 AVENUE | MIAMI | FL | 33143 | SECRETARY | 10.00 | $5,000 | $0 | $0 |
| KELLY KANE | ||||||||
| 6695 SW 69 AVENUE | MIAMI | FL | 33143 | DIRECTOR | 0.00 | $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 |
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 | $594,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $612,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $612,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $603,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $29,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,670 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,670 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $517 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,670 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $9,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,480 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,574 | 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 | $17,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,534 | ExcessFromYear2Amt |
| Excess From Year1 | $5,560 | ExcessFromYear1Amt |
| Excess From Current Year | $2,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN KANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAPTIST HEALTH SOUTH FLORIDA (MARINERS HOSPITAL FOUNDATION) | ||||||
| 8900 NORTH KENDALL DRIVE | MIAMI | FL | 33176 | PUBLIC CHARITY | DONEE'S DISCRETION | $10,900 |
| BIG FORK HIGH SCHOOL | ||||||
| 600 COMMERCE ST | BIGFORK | MT | 59911 | PUBLIC CHARITY | DONEE'S DISCRETION | $400 |
| FLORIDA INTERNATIONAL UNIVERSITY | ||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33174 | PUBLIC CHARITY | DONEE'S DISCRETION | $2,000 |
| HABITAT FOR HUMANITY | ||||||
| 270 PEACHTREE STREET NWSUITE 1300 | ATLANTA | GA | 30303 | PUBLIC CHARITY | DONEE'S DISCRETION | $2,500 |
| KILLIAN OAKS ACADEMY | ||||||
| 10545 SW 97 AVENUE | MIAMI | FL | 33176 | PUBLIC CHARITY | DONEE'S DISCRETION | $5,000 |
| LIGHT UP LEARNING | ||||||
| 9301 SW 56 ST SUITE F | MIAMI | FL | 33165 | PUBLIC CHARITY | DONEE'S DISCRETION | $3,000 |
| ST ANTHONY & ALL SAINTS | ||||||
| 1530 11TH STREET | CANTON | OH | 44707 | PUBLIC CHARITY | DONEE'S DISCRETION | $300 |
| ST JUDE RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | DONEE'S DISCRETION | $100 |
| THE TWO HUNDRED CLUB | ||||||
| PO BOX 348579 | CORAL GABLES | FL | 332348579 | PUBLIC CHARITY | DONEE'S DISCRETION | $300 |
| ED MORSE GOLF CLASSIC - TRANSPLANT FOUNDATION INC | ||||||
| 9155 S DADELAND BLVD STE 1506 | MIAMI | FL | 33156 | PUBLIC CHARITY | DONEE'S DISCRETION | $1,000 |
| THE MARIAN CENTER | ||||||
| 15701 NW 37TH AVE | OPA LOCKA | FL | 33054 | PUBLIC CHARITY | DONEE'S DISCRETION | $1,000 |
| STUDIO 6 ACADEMY OF DANCE | ||||||
| 247 E STUART AVE | LAKE WALES | FL | 33853 | PUBLIC CHARITY | DONEE'S DISCRETION | $200 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PUBLIC CHARITY | DONEE'S DISCRETION | $1,000 |
| ST ANTHONY'S SHRINE | ||||||
| 100 ARCH STREET | BOSTON | MA | 02110 | PUBLIC CHARITY | DONEE'S DISCRETION | $500 |
| HABITAT FOR HUMANITY UPPER KEYS | ||||||
| 98970 OVERSEAS HWY | KEY LARGO | FL | 33037 | PUBLIC CHARITY | DONEE'S DISCRETION | $950 |
| WILL HARNETT MEDICAL FUND | ||||||
| PO BOX 1706 | DUNN | NC | 28335 | PUBLIC CHARITY | DONEE'S DISCRETION | $2,000 |
| CHASE MCCALL | ||||||
| 1 UNIVERSITY WAY | CULLOWHEE | NC | 28723 | I | DONEE'S DISCRETION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,150 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $21,034 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,620 | 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 | $51,654 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,654 | 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 | N/A | LineNumberTxt |
| Relationship Statement | N/A | 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 | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $566,239 | BookValueAmt |
| EOYFMV | $589,132 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $2,829 | $0 | $0 | $0 |
| FOREIGN TAX | $475 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |