HERMANNS FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HERMANNS FAMILY FOUNDATION INC (EIN 65-0760751)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-17
- IRS object ID
- 201203229349100200
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-17T11:36:47-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL B KRONCKE CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W CYPRESS CREEK RD STE 109 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 333091730 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650760751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMANNS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERM | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3633 BAYSHORE BLVD NE | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD HERMANNS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-11-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL B KRONCKE | Name |
| Phone | 9543068091 | Phone |
| Date Prepared | 2012-11-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 800617 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 83127 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 83127 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 83127 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 12 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 12 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 113139 | TotalRevenueAndExpenses |
| Total Net Investment Income | 83139 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 83139 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 323 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 323 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 336 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 336 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 659 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 659 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31159 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 659 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 81980 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 82480 | NetInvestmentIncome |
| Adjusted Net Income | 83139 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12306 | CashBOY |
| Cash EOY | 14032 | CashEOY |
| Cash EOYFMV | 14032 | CashEOYFMV |
| Other Notes And Loans Receivable | 786585 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 706331 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 786585 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 786585 | OtherNotesAndLoansRcvblEOYFMV |
| Total Assets BOY | 718637 | TotalAssetsBOY |
| Total Assets EOY | 800617 | TotalAssetsEOY |
| Total Assets EOYFMV | 800617 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 718637 | RetainedEarningsBOY |
| Retained Earnings EOY | 800617 | RetainedEarningsEOY |
| Total Net Assets BOY | 718637 | TotalNetAssetsBOY |
| Total Net Assets EOY | 800617 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 718637 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 800617 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 718637 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 81980 | ExcessOfRevenueOverExpenses |
| Subtotal | 800617 | Subtotal |
| Total Net Assets Fund Balances EOY | 800617 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 36670 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 446337 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.082158 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19980 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 404382 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049409 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 53441 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 604013 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088477 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56023 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 598238 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.093647 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32480 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 501594 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064754 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.378445 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075689 | AverageDistributionRatio |
| Net Noncharitable Assets | 748233 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 56633 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 825 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 57458 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1650 | InvestmentIncomeExciseTax |
| Subtotal | 1650 | Subtotal |
| Tax Based On Investment Income | 1650 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 680 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Tax Due | 971 | TaxDue |
| 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 |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | PAUL KRONCKE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9549710044 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 W CYPRESS CREEK RD | AddressLine1 |
| Address Line2 | SUITE 109 | AddressLine2 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33309 | ZIPCode |
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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD HERMANNS | ||||||||
| 3633 BAYSHORE BLVD NE | ST PETERSBURG | FL | 33703 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| LISA HERMANNS | ||||||||
| 3633 BAYSHORE BLVD NE | ST PETERSBURG | FL | 33703 | VICE PRESIDE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 746458 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13169 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 759627 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 759627 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11394 | CashDeemedCharitable |
| Net Noncharitable Assets | 748233 | NetNoncharitableAssets |
| Minimum Investment Return | 37412 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37412 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1650 | TaxBasedOnInvestmentIncome |
| Total Tax | 1650 | TotalTax |
| Distributable Amount Before Adj | 35762 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 35762 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 35762 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30500 | ExpensesAndContributions |
| Qualifying Distributions | 30500 | QualifyingDistributions |
| Adj Qualifying Distributions | 30500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 35762 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 8443 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30401 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 27112 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 803 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15713 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 82472 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30500 | QualifyingDistributions |
| Applied To Current Year | 30500 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 5262 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 5262 | ExcessDistriCyovAppliedCY |
| Total Corpus | 77210 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3181 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 74029 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30401 | ExcessFromYear4 |
| Excess From Year3 | 27112 | ExcessFromYear3 |
| Excess From Year2 | 803 | ExcessFromYear2 |
| Excess From Year1 | 15713 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RICHARD HERMANNS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3633 BAYSHORE BLVD NE | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33703 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9704190832 | RecipientPhoneNumber |
| Form And Info And Materials | CALL FOR FORMAT | FormAndInfoAndMaterials |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CALVARY CHAPEL | |||||
| 8900 US HWY 19 N | PINELLAS PARK | FL | 33782 | RELIEF FOR THE INDIGENT | $7,500 |
| HIGHER QUEST FOUNDATION | |||||
| 4560 GREAT OAK DRIVE | N CHARLESTON | SC | 29418 | RELIEF FOR THE INDIGENT | $22,000 |
| LIVING WATER | |||||
| 4301 GAINESBOROUGH CT | TAMPA | FL | 33624 | RELIEF FOR THE INDIGENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83,127 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,139 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 83139 | TotalPartXVIA |
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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| RICHARD HERMANNS |
| LISA HERMANNS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 275 | 275 |
| REGISTRATION FEES | 61 | 61 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOAN RECEIVABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 786585 | BalanceDue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | Category |
| Amount | $323 | Amount |
| Net Investment Income | 323 | NetInvestmentIncome |