LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349101319
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T14:54:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201651907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA G JOHNSON PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YAMATO ROAD SUITE 3120 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33431 | 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 | 273158367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS POPE LIFE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOIS | BusinessNameControlTxt |
| Phone | 5615828083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1 |
| City | MANALAPAN | City |
| State | FL | State |
| ZIP Code | 33462 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS POPE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5615828083 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA G JOHNSON | PreparerPersonNm |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,240,944 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $133,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $379,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,916 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $40,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $46,486 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,973 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,513 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,144 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,572 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,572 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,069 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,295 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,040 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,040 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $250 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $250 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,841 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $234 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $644,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,583 | CashBOYAmt |
| Cash EOY | $185,944 | CashEOYAmt |
| Cash EOYFMV | $185,944 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,249,773 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,886,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,674,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,983 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $106,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,768 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,949 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,949 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,772,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,448,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,240,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$1,107 | AccountsPayableBOYAmt |
| Total Liabilities BOY | -$1,107 | 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 | $3,773,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,448,301 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,773,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,448,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,772,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,448,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,773,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,450,256 | SubtotalAmt |
| Other Decreases | $1,955 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,448,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | 2008-11-05 | 2013-03-28 | $14,649 | $6,466 | $8,183 | $8,183 | |
| ACE LIMITED | 2008-09-16 | 2013-03-28 | $17,591 | $11,454 | $6,137 | $6,137 | |
| AT&T | 2005-03-12 | 2013-02-01 | $5,312 | $3,504 | $1,808 | $1,808 | |
| CHEVRON CORPORATION | 2007-06-19 | 2013-03-28 | $23,951 | $16,670 | $7,281 | $7,281 | |
| EXXON MOBIL CORP | 1997-05-30 | 2013-03-28 | $18,014 | $4,114 | $13,900 | $13,900 | |
| RBS CAPITAL FUNDING PFD | 2009-04-01 | 2013-04-04 | $8,384 | $2,744 | $5,640 | $5,640 | |
| RBS CAPITAL FUNDING PFD | 2009-04-01 | 2013-04-04 | $4,194 | $1,372 | $2,822 | $2,822 | |
| RBS CAPITAL FUNDING PFD | 2009-04-01 | 2013-04-04 | $2,416 | $792 | $1,624 | $1,624 | |
| RBS CAPITAL FUNDING PFD | $257,365 | $270,685 | -$13,320 | -$13,320 | |||
| TORTOISE ENERGY PRD | 2009-12-10 | 2013-01-07 | $202,000 | $200,000 | $2,000 | $2,000 | |
| TRAVELERS COS | 2007-06-19 | 2013-03-28 | $24,928 | $15,936 | $8,992 | $8,992 | |
| CAPITAL GAINS DIVIDENDS | $948 | $948 | $948 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,015 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $943,930 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,033,499 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.234023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $785,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,671,771 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.168107 | DistributionYr2Rt |
| Total Distribution | 0.402130 | TotalDistributionRt |
| Average Distribution | 0.201065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,976,436 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $799,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,255 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $800,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $644,754 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,189 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,189 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,680 | OverpaymentAmt |
| Applied To ES Tax | $1,680 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | LIFE-EDU.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5615828083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1 |
| City | MANALAPAN | City |
| State | FL | State |
| ZIP Code | 33462 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 1720 S OCEAN BLVD | MANALAPAN | FL | 33462 | CHAIRMAN | 20.00 | $0 | $0 | $0 |
| ROBERT C MILLER | ||||||||
| 60 EAST 42 STREET | NEW YORK | NY | 10165 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELSA JOHNSON | ||||||||
| 301 YAMATO ROAD 3120 | BOCA RATON | FL | 33431 | TREASURER | 5.00 | $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 | $3,820,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,036,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,036,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,976,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,509 | TotalTaxAmt |
| Distributable Before Adj | $196,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $644,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $644,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $644,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $554,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $746,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,300,064 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $644,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $196,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $448,441 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,748,505 | 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 | $1,748,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $554,027 | ExcessFromYear2Amt |
| Excess From Year1 | $746,037 | ExcessFromYear1Amt |
| Excess From Current Year | $448,441 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE | |||||||
| 220 SUNRISE AVENUE SUITE 204 | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | MEDICAL WELFARE | $100,000 |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| 525 SOUTH FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | MEDICAL | $25,000 |
| LEADERS IN FURTHERING EDUCATION | |||||||
| 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $150,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4360 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | MEDICAL | $15,000 |
| PALM BEACH SYMPHONY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | ARTS | $100,000 |
| RICHARD DAVID KANN MELANOMA FOUNDATION | |||||||
| 621 CLEARWATER PARK RD | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | MEDICAL | $10,000 |
| THE CEDARS OF MARIN | |||||||
| PO BOX 947 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 |
| UNIVERSITY OF MIAMI NEUROLGY | |||||||
| P O BOX 248073 | CORAL GABLES | FL | 331242932 | NONE | PUBLIC CHARITY | MEDICAL | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,327 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LOIS B POPE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 SOUTH OCEAN BOULEVARD | AddressLine1 |
| City | MANALAPAN | City |
| State | FL | State |
| ZIP Code | 33462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,144 | Amt |
| Net Investment Income | $29,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $256,905 | EOYBookValueAmt |
| EOYFMV | $262,983 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS AND ETFS | $2,413,496 | $3,228,975 |
| PREFERREDS/FIXED RATE CAP SECURITIES | $472,949 | $445,325 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $117,058 | BookValueAmt |
| EOYFMV | $115,768 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $46,486 | LegalFeesAmt |
| Net Investment Income | $6,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,513 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,949 | EOYBookValueAmt |
| EOYFMV | $1,949 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECTION TO OPENING ASSETS | Description |
| Amount | $1,955 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PERMITS, LICENSES AND FEES | $511 | $0 | $511 |
| INSURANCE | $5,415 | $1,841 | $0 |
| CREDIT ON TELEPHONE | -$277 | $0 | -$277 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS FEES | CategoryTxt |
| Amt | $62,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $62,850 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS B POPE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 S OCEAN BOULEVARD | AddressLine1 |
| City | MANALAPAN | City |
| State | FL | State |
| ZIP Code | 33461 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $304 | $304 | $0 |
| TAX ON INVESTMENT INCOME | $4,500 | $0 | $0 |
| PAYROLL TAX | $3,060 | $765 | $2,295 |