LOIS POPE LIFE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOIS POPE LIFE FOUNDATION INC (EIN 27-3158367)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349101693
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T15:40:49-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201651907 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELSA G JOHNSON PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273158367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS POPE LIFE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOIS | NameControl |
| Phone | 5618650955 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6274 LINTON BOULEVARD | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOIS POPE | Name |
| Title | CHAIRMAN | Title |
| Phone | 5618650955 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA G JOHNSON | Name |
| PTIN | P00327217 | PTIN |
| Phone | 5613628300 | Phone |
| 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) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4526378 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5414161 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 114978 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 111322 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 40428 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 294561 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 40428 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5569567 | TotalRevenueAndExpenses |
| Total Net Investment Income | 151750 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 96465 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 24116 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 72349 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 28205 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14103 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14102 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 71160 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 71160 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 467 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 467 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 27445 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 27445 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4886 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 85 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 228628 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 38771 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 185056 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 600300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 600300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 828928 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 38771 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 785356 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4740639 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 112979 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 139226 | CashEOY |
| Cash EOYFMV | 139226 | CashEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 511513 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 537358 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3754906 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3756290 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 97293 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 93504 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 4502938 | TotalAssetsEOY |
| Total Assets EOYFMV | 4526378 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 4502938 | RetainedEarningsEOY |
| Total Net Assets BOY | 0 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4502938 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4502938 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 0 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4740639 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4740639 | Subtotal |
| Other Decreases | 237701 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4502938 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| KEYCORP CAP IX 6.75% | P | 2011-09-15 | 2011-12-15 | 4230 | 4254 | -24 | -24 |
| ALTRIA GROUP INC | P | 2009-12-10 | 2011-06-28 | 129647 | 94872 | 34775 | 34775 |
| GAP INC | P | 2008-04-08 | 2011-05-06 | 16060 | 13409 | 2651 | 2651 |
| GAP INC | P | 2008-04-08 | 2011-05-06 | 13730 | 11469 | 2261 | 2261 |
| GAP INC | P | 2008-04-08 | 2011-05-06 | 4563 | 3779 | 784 | 784 |
| KEYCORP CAP IX 6.75% | P | 2006-12-05 | 2011-11-17 | 63244 | 63175 | 69 | 69 |
| KEYCORP CAP IX 6.75% | P | 2006-12-05 | 2011-12-15 | 62500 | 63175 | -675 | -675 |
| CAPITAL GAINS DIVIDENDS | P | 587 | 587 | 587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 40428 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2260 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2260 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2260 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 55 | PenaltyForUnderpayment |
| Tax Due | 2315 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | LIFE-EDU.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5618650955 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6274 LINTON BOULEVARD | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33484 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| LOIS B POPE | ||||||||
| 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | CHAIRMAN | 20.00 | 0 | 0 | 0 |
| PAUL D POPE | ||||||||
| 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | PRESIDENT | 1.00 | 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 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4454253 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 288662 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4742915 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4742915 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 71144 | CashDeemedCharitable |
| Net Noncharitable Assets | 4671771 | NetNoncharitableAssets |
| Minimum Investment Return | 233589 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 233589 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2260 | TaxBasedOnInvestmentIncome |
| Total Tax | 2260 | TotalTax |
| Distributable Amount Before Adj | 231329 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 231329 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 231329 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 785356 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 785356 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 785356 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 231329 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 785356 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 231329 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 554027 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 554027 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 554027 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 554027 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DISABLED VETERANS LIFE MEMORIAL FOUNDATION | |||||||
| 6274 LINTON BLVD 105 | DELRAY BEACH | FL | 33484 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $500,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $25,000 |
| THE CENTER FOR FAMIY SERVICES | |||||||
| 4101 PARKER AVENUE | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $1,000 |
| FRIENDS OF VETERANS INC | |||||||
| 2511 WESTGATE AVE | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $5,000 |
| THE INTERNATIONAL SOCIETY OF PALM BEACH | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33481 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| LAKE WORTH SHARKS INC | |||||||
| 6705 STONECREEK STREET | GREENACRES | FL | 33412 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $300 |
| MIAMI CITY BALLET | |||||||
| 2200 LIBERTY AVENUE | MIAMI | FL | 33139 | NONE | PUBLIC CHARITY | ARTS | $2,500 |
| NOVA FOUNDATION | |||||||
| 47595 WATKINS ISLAND SQUARE | STERLING | VA | 20165 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $2,000 |
| TRI COUNTY HUMANE SOCIETY | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | ANIMAL WELFARE | $10,000 |
| WXEL PUBLIC TELEVISION | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $1,000 |
| THE CEDARS OF MARIN | |||||||
| PO BOX 947 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 |
| THE GARY SINISE FOUNDATION | |||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | NONE | PUBLIC CHARITY | PUBLIC WELFARE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 600300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $114,978 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $40,428 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $155,406 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 155406 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| THE LOIS POPE LIFE FOUNDATION | |||||||
| 1 | 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | 895618 | X | |
| THE LOIS POPE LIFE FOUNDATION | |||||||
| 2 | 6274 LINTON BLVD 103 | DELRAY BEACH | FL | 33484 | 4518542 | X | |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | MARKETABLE SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 4518542 | FairMarketValue |
| Date Received | 2012-04-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $28,205 | Amount |
| Net Investment Income | 14103 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14102 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS AND ETFS | 2714967 | 2918499 |
| PREFERREDS/FIXED RATE CAP SECURITIES | 1039939 | 837791 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 511513 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 537358 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 97293 | BookValue |
| EOYFMV | 93504 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $96,465 | Amount |
| Net Investment Income | 24116 | NetInvestmentIncome |
| Disbursements Charitable Prps | 72349 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK TAX BASIS DIFFERENCE IN ASSETS CONTRIBUTED | Description |
| Amount | $237,701 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 390 | 0 | 0 |
| BANK CHARGES | 85 | 85 | 0 |
| INSURANCE | 3014 | 0 | 0 |
| MISCELLANEOUS EXPENSE | 205 | 0 | 0 |
| PRINTING & REPRODUCTION | 1192 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PUBLIC RELATIONS FEES | Category |
| Amount | $71,160 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 71160 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $467 | Amount |
| Net Investment Income | 467 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |