HOFMANN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOFMANN FAMILY FOUNDATION (EIN 20-0676092)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349100203
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T04:54:53-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J L HOFMANN & ASSOCIATES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S DIXIE HWY STE 4B | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200676092 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFMANN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOFM | NameControl |
| Phone | 3056660024 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S DIXIE HIGHWAY | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L HOFMANN | Name |
| Title | TRUSTEE | Title |
| Phone | 3056660024 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L HOFMANN | Name |
| Phone | 3056660024 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 49614 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 5 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 57 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 57 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 62 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24224 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24224 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24286 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24224 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14286 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 63900 | CashBOY |
| Cash EOY | 49614 | CashEOY |
| Cash EOYFMV | 49614 | CashEOYFMV |
| Total Assets BOY | 63900 | TotalAssetsBOY |
| Total Assets EOY | 49614 | TotalAssetsEOY |
| Total Assets EOYFMV | 49614 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 63900 | UnrestrictedBOY |
| Unrestricted EOY | 49614 | UnrestrictedEOY |
| Total Net Assets BOY | 63900 | TotalNetAssetsBOY |
| Total Net Assets EOY | 49614 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 63900 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 49614 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 63900 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14286 | ExcessOfRevenueOverExpenses |
| Subtotal | 49614 | Subtotal |
| Total Net Assets Fund Balances EOY | 49614 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 7881 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 57685 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.136621 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11257 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 38116 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.295335 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14152 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21643 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.653883 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19596 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12569 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.559074 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15906 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5122 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.105428 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.750341 | TotalDistributionRatio |
| Average Distribution Ratio | 1.150068 | AverageDistributionRatio |
| Net Noncharitable Assets | 56943 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 65488 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 65488 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24224 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J L HOFMANN & ASSOCIATES PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3056660024 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S DIXIE HWY STE 4B | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN L HOFMANN | ||||||||
| 420 S DIXIE HWY STE 4B | CORAL GABLES | FL | 33146 | Trustee | 0 | 0 | 0 | 0 |
| IVETTE M BERISIARTU-HOFMANN | ||||||||
| 420 S DIXIE HWY STE 4B | CORAL GABLES | FL | 33146 | Trustee | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 57810 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 57810 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 57810 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 867 | CashDeemedCharitable |
| Net Noncharitable Assets | 56943 | NetNoncharitableAssets |
| Minimum Investment Return | 2847 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2847 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 2847 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2847 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2847 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24224 | ExpensesAndContributions |
| Qualifying Distributions | 24224 | QualifyingDistributions |
| Adj Qualifying Distributions | 24224 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2847 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 15650 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18968 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13073 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9357 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5002 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 62050 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24224 | QualifyingDistributions |
| Applied To Current Year | 2847 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 21377 | RemainingDistriFromCorpus |
| Total Corpus | 83427 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 15650 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 67777 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18968 | ExcessFromYear4 |
| Excess From Year3 | 13073 | ExcessFromYear3 |
| Excess From Year2 | 9357 | ExcessFromYear2 |
| Excess From Year1 | 5002 | ExcessFromYear1 |
| Excess From Current Year | 21377 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN AND IVETTE HOFMANN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BREAKTHROUGH MIAMI INC | ||||||
| 3250 SW 3RD AVE 6TH FL | MIAMI | FL | 33129 | 501(c)3 | CharitableSupportFoundation | $100 |
| BUONICONTI FUND TO CURE PARALYSIS | ||||||
| 1095 NW 14 TERRACE | MIAMI | FL | 33136 | 501(c)3 | CharitableSupportFoundation | $1,000 |
| CANCER FREE KIDS INC | ||||||
| PO BOX 584 | E LONGMEADOW | MA | 01028 | 501(c)3 | CharitableSupportFoundation | $150 |
| FRIENDS OF LITTLE RIVER | ||||||
| 2 S BISCAYNE BLVD 2800 | MIAMI | FL | 33131 | 501(c)3 | CharitableSupportFoundation | $5,000 |
| CARROLLTON SCHOOL OF THE SACRED HEART | ||||||
| 3747 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | 501(C)3 | CharitableSupportFoundation | $7,100 |
| CORAL GABLES COMMUNITY FOUNDATION | ||||||
| 1825 PONCE PMB 447 | CORAL GABLES | FL | 33134 | 501(c)3 | CharitableSupportFoundation | $165 |
| KRISTI HOUSE INC | ||||||
| 1265 NW 12 AVENUE | MIAMI | FL | 33136 | 501(C)3 | CharitableSupportActivities | $1,834 |
| INFORMED FAMILIES | ||||||
| 2490 CORAL WAY | MIAMI | FL | 33145 | 501(C)3 | CharitableSupportActivities | $4,850 |
| PARENT TO PARENT MIAMI | ||||||
| 7990 SW 117 AVE 200 | MIAMI | FL | 33183 | 501(C)3 | CharitableSupportActivities | $100 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 5501 SW 138 COURT | MIAMI | FL | 33175 | 501(c)3 | CharitableSupportActivities | $50 |
| SALVATION ARMY | ||||||
| 1907 NW 38 ST | MIAMI | FL | 33142 | 501(c)3 | CharitableSupportActivities | $40 |
| LUSTGARTEN FOUNDATION | ||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | 501(c)3 | CharitableSupportActivities | $250 |
| MIAMI SYMPHONY ORCHESTRA | ||||||
| 10689 N KENDALL DR 307 | MIAMI | FL | 33176 | 501(c)3 | CharitableSupportActivities | $500 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | 501(c)3 | CharitableSupportActivities | $500 |
| ST AUGUSTINE CATHOLIC CHURCH | ||||||
| 1400 MILLER ROAD | CORAL GABLES | FL | 33146 | 501(C)3 | CharitableSupportActivities | $200 |
| ST HUGH CATHOLIC CHURCH | ||||||
| 3460 ROYAL ROAD | MIAMI | FL | 33133 | 501(c)3 | CharitableSupportActivities | $885 |
| UNITED WAY | ||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | 501(c)3 | CharitableSupportActivities | $1,000 |
| UM - FROST SCHOOL OF MUSIC | ||||||
| 1314 MILLER DRIVE | CORAL GABLES | FL | 33146 | 501(c)3 | CharitableSupportActivities | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24224 | TotGrantOrContriPaidDuringYear |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JL HOFMANN & ASSOCIATES PA | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 S DIXIE HIGHWAY SUITE 4B | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank charges | Description |
| Revenue And Expenses Per Books | 57 | RevenueAndExpensesPerBooks |
| Net Investment Income | 57 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | Category |
| Amount | $5 | Amount |