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HOFMANN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HOFMANN FAMILY FOUNDATION (EIN 20-0676092)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-22
IRS object ID
201432959349100203
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-22T08:25:45-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J L Hofmann & Associates PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 S Dixie Hwy Ste 4BAddressLine1
CityCoral GablesCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200676092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hofmann Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHOFMBusinessNameControlTxt
Phone3056660024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 S Dixie HighwayAddressLine1
CityCoral GablesCity
StateFLState
ZIP Code33146ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN L HOFMANNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3056660024PhoneNum
Signature2014-10-20SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L HOFMANNPreparerPersonNm
Phone3056660024PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$32,500ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$138OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$138OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$138TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$138TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,505ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,505ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,643TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$138TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,857ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,614CashBOYAmt
Cash EOY$58,121CashEOYAmt
Cash EOYFMV$58,121CashEOYFMVAmt
Total Assets BOY$49,614TotalAssetsBOYAmt
Total Assets EOY$58,121TotalAssetsEOYAmt
Total Assets EOYFMV$58,121TotalAssetsEOYFMVAmt
Accounts Payable EOY$650AccountsPayableEOYAmt
Total Liabilities EOY$650TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$49,614UnrestrictedBOYAmt
Unrestricted EOY$57,471UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$49,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,471TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$49,614TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$58,121TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$49,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,857ExcessRevenueOverExpensesAmt
Subtotal$57,471SubtotalAmt
Tot Net Ast Or Fund Balances EOY$57,471TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$24,224AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$56,943NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.425408DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,881AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$57,685NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.136621DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,257AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$38,116NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.295335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,152AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,643NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.653883DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,596AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.559074DistributionYr5Rt
Total Distribution3.070321TotalDistributionRt
Average Distribution0.614064AverageDistributionRt
Net Vl Noncharitable Assets$52,336NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,138AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$32,138AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,505QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1J L Hofmann & Associates PABusinessNameLine1
FieldValueIRS element (for citing)
Phone3056660024PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1420 S Dixie Hwy Ste 4BAddressLine1
CityCoral GablesCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John L Hofmann
420 S Dixie Hwy Ste 4BCoral GablesFL33146Trustee0$0$0$0
Ivette M Berisiartu-Hofmann
420 S Dixie Hwy Ste 4BCoral GablesFL33146Trustee0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$53,133TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$53,133AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,336NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,617MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,617MinimumInvestmentReturnAmt
Distributable Before Adj$2,617DistributableBeforeAdjAmt
Distributable Before Ded$2,617DistributableBeforeDedAmt
Distributable As Adjusted$2,617DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,505ExpensesAndContributionsAmt
Qualifying Distributions$24,505QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,505AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,617DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,968ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,073ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,357ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,002ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,377ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,777TotalExcessDistributionCyovAmt
Qualifying Distributions$24,505QualifyingDistributionsAmt
Applied To Current Year$2,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,888RemainingDistriFromCorpusAmt
Total Corpus$89,665TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,968ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$70,697ExcessDistriCyovToNextYrAmt
Excess From Year4$13,073ExcessFromYear4Amt
Excess From Year3$9,357ExcessFromYear3Amt
Excess From Year2$5,002ExcessFromYear2Amt
Excess From Year1$21,377ExcessFromYear1Amt
Excess From Current Year$21,888ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN AND IVETTE HOFMANNContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alzheimer's Association of S Florida
3333 Forest Hill BlvdWest Palm BeachFL33406501(c)3CharitableSupportFoundation$100
American Heart Association
2600 SW 3rd Ave Ste 900MiamiFL33129501(c)3CharitableSupportFoundation$100
St Nicholas Melkite Catholic Mission
5715 Lake Ida RdDelray BeachFL33484501(c)3CharitableSupportFoundation$1,000
Carrollton School of the Sacred Heart
3747 Main HighwayCoconut GroveFL33133501(C)3CharitableSupportFoundation$3,500
CHARLEE OF DADE COUNTY
155 S Miami Ave Ste 700MiamiFL33130501(c)3CharitableSupportFoundation$250
Kristi House Inc
1265 NW 12 AvenueMiamiFL33136501(C)3CharitableSupportActivities$5,000
Informed Families
2490 Coral WayMiamiFL33145501(C)3CharitableSupportActivities$8,000
Boys & Girls Club
2805 SW 32 AveMiamiFL33133501(C)3CharitableSupportActivities$50
Calvary Chapel Fort Lauderdale
2401 W Cypress Creek RdFt LauderdaleFL33309501(c)3CharitableSupportActivities$300
Girl Scout Troop
PO Box 5046New YorkNY10087501(c)3CharitableSupportActivities$250
Junior League of Miami
713 Biltmore WayCoral GablesFL33134501(c)3CharitableSupportActivities$1,000
NATIONAL PARKINSON FOUNDATION
200 SE 1st St Ste 800MiamiFL33131501(c)3CharitableSupportActivities$100
Operation Finally Home
1659 State Highway 46 West Ste 115-New BraunfelsTX78132501(c)3CharitableSupportActivities$500
St Augustine Catholic Church
1400 Miller RoadCoral GablesFL33146501(C)3CharitableSupportActivities$1,205
St Hugh Catholic Church
3460 Royal RoadMiamiFL33133501(c)3CharitableSupportActivities$1,900
United Way
3250 SW 3rd AveMiamiFL33129501(c)3CharitableSupportActivities$1,000
St Jude Children's Research Hospital
501 St Jude PlaceMemphisTN38105501(c)3CharitableSupportActivities$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,505TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JL Hofmann & Associates PABusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1420 S Dixie Highway Suite 4BAddressLine1
CityMiamiCity
StateFLState
ZIP Code33146ZIPCode
FieldValueIRS element (for citing)
Total Contributions$32,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank chargesDesc
Revenue And Expenses Per Books$138RevenueAndExpensesPerBooksAmt
Net Investment Income$138NetInvestmentIncomeAmt