AFRICK FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AFRICK FAMILY FOUNDATION INC (EIN 65-0538688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-21
- IRS object ID
- 201401419349100300
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-21T07:21:04-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CALHOUN ST STE 300 | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650538688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFRICK FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFRI | BusinessNameControlTxt |
| Phone | 5616376009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16680 ECHO HOLLOW CIRCLE | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK AFRICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5616376009 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R THOMAS HARRELL | PreparerPersonNm |
| PTIN | P00046618 | PTIN |
| Phone | 8032560002 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $930,047 | 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 | $34,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,759 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $45,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,356 | CashBOYAmt |
| Cash EOY | $24,487 | CashEOYAmt |
| Cash EOYFMV | $24,487 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $1,315 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,315 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $250,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $250,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $596,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $680,862 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $654,245 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $951,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $956,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $930,047 | 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 | $951,340 | RetainedEarningBOYAmt |
| Retained Earning EOY | $956,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $951,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $956,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $951,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $956,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $951,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85 | OtherIncreasesAmt |
| Subtotal | $956,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $956,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH & CO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2006-06-20 | AcquiredDt |
| Sold | 2013-04-08 | SoldDt |
| Gross Sales Price | $94,767 | GrossSalesPriceAmt |
| Cost Or Other Basis | $84,008 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,759 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,759 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,759 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $941,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,108 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $916,510 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $948,710 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053900 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $939,977 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,876 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $964,845 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057912 | DistributionYr5Rt |
| Total Distribution | 0.355829 | TotalDistributionRt |
| Average Distribution | 0.071166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $943,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,245 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $910 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $910 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $510 | 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 | JACK AFRICK | IndividualWithBooksNm |
| Phone | 5616376009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16680 ECHO HOLLOW CIRCLE | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | ZIPCode |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JACK AFRICK | ||||||||
| 16680 ECHO HOLLOW CIRCLE FL 33484 | DELRAY BEACH | FL | 33484 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EVELYN AFRICK | ||||||||
| 16680 ECHO HOLLOW CIRCLE FL 33484 | DELRAY BEACH | FL | 33484 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| HON LANCE AFRICK | ||||||||
| 34 FOREST OAKS DRIVE | NEW ORLEANS | LA | 70131 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DIANE R AFRICK | ||||||||
| 34 FOREST OAKS DRIVE | NEW ORLEANS | LA | 70131 | TREASURER | 0.00 | $0 | $0 | $0 |
| STEVEN BRIAN AFRICK | ||||||||
| 2750 STIRRUP LANE | WESTON | FL | 33331 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NANCI J AFRICK | ||||||||
| 2750 STIRRUP LANE | WESTON | FL | 33331 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAMELA BETH AFRICK | ||||||||
| 43 ROYAL PALM DRIVE | FORT LAUDERDALE | FL | 33301 | TRUSTEE | 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 | $892,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $957,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $957,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $943,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $910 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $910 | TotalTaxAmt |
| Distributable Before Adj | $46,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $85 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,325 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,325 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,245 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $20,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,245 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,080 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,080 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,514 | 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 | $14,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,514 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOCA REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $7,500 | |
| GREATER BOCA RATON CANCER | ||||||||
| 1192 E NEWPORT CENTER DR 230 | DEERFIELD BEACH | FL | 33442 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $145 | |
| HOLOCOUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| JDRF | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $250 | |
| JEWISH FEDERATION OF PALM BEACH | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $3,400 | |
| MILLER SCHOOL OF MEDICINE | ||||||||
| PO BOX 114025 | GAINESVILLE | FL | 32611 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| SAINT ANDREWS VILLAGE | ||||||||
| 4100 S BISCAYNE DR | NORTH PORT | FL | 34287 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| SIMON WEISENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $100 | |
| TEMPLE DOR DORIM | ||||||||
| 2360 GLADES CIRCLE | WESTON | FL | 33327 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $1,985 | |
| TOURO SYNAGOGUE | ||||||||
| 85 TOURO ST | NEWPORT | RI | 02840 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $2,290 | |
| DISABLED AMERICAN VETERANS | ||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $50 | |
| PALM BEACH COUNTY POLICE BENEVOLENT ASSOCIATION | ||||||||
| 2100 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $25 | |
| CHABAD OF BROWARD COUNTY DOWNTOWN | ||||||||
| 1295 EAST HALLANDALE BEACH BLVD | HALLANDALE | FL | 33009 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| CHARLEY'S FUND | ||||||||
| 635 MAIN STREET STE 3 | GREAT BARRINGTON | MA | 01230 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $500 | |
| THE MIAMI PROJECT | ||||||||
| 1095 NW 14TH TERRACE LOIS POPE LIFE | MIAMI | FL | 33136 | CHARITABLE | PUBLIC CHARITY | CHARITABLE | $5,000 | CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,245 | 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 |
| Exclusion | $34,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $10,759 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $680,862 | EOYBookValueAmt |
| EOYFMV | $654,245 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERY OF CONTRIBUTIONS FOR YEAR 2012 | Description |
| Amount | $85 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL BROKERAGE FEE | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 ESTIMATED FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |