THE ANDREW AND JAMI FIREMAN FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ANDREW AND JAMI FIREMAN FAMILY FOUNDATION (EIN 04-6774656)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201243199349100859
- 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
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T13:02:26-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043581704 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN & GREEN LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 980 WASHINGTON STREET SUITE 218 | AddressLine1 |
| City | DEDHAM | City |
| State | MA | State |
| ZIP Code | 02026 | 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 | 046774656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON C FIREMAN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O SHUTTS & BOWEN LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIMO | NameControl |
| Phone | 5616508524 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 OKEECHOBEE BLVD CITYPLACE TOWER | AddressLine1 |
| Address Line2 | NO 1100 | AddressLine2 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR ERIC CHRISTU | Name |
| Title | TRUSTEE | Title |
| Phone | 5616508524 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SOL GREEN CPA | Name |
| PTIN | P00056603 | PTIN |
| Phone | 7814616055 | Phone |
| Date Prepared | 2012-11-14 | 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 | 2037713 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16466 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16466 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 16466 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 17 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 16483 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16483 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 16483 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 14677 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 14527 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14677 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14527 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 155120 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 155120 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169797 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 150 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169647 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -153314 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16333 | NetInvestmentIncome |
| Adjusted Net Income | 16483 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Govt Oblig BOY | 263533 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 89886 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 89886 | InvestmentsGovtObligEOYFMV |
| Other Assets BOY | 458962 | OtherAssetsBOY |
| Other Assets EOY | 1947827 | OtherAssetsEOY |
| Other Assets EOYFMV | 1947827 | OtherAssetsEOYFMV |
| Total Assets BOY | 722495 | TotalAssetsBOY |
| Total Assets EOY | 2037713 | TotalAssetsEOY |
| Total Assets EOYFMV | 2037713 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 722495 | UnrestrictedBOY |
| Unrestricted EOY | 2037713 | UnrestrictedEOY |
| Total Net Assets BOY | 722495 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2037713 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 722495 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2037713 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 722495 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -153314 | ExcessOfRevenueOverExpenses |
| Other Increases | 1468532 | OtherIncreases |
| Subtotal | 2037713 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2037713 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 390562 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 684244 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.570793 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 533949 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 672427 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.794062 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 554551 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 508364 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.090854 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 606912 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 468343 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.295871 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1476806 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 448150 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.295339 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.046919 | TotalDistributionRatio |
| Average Distribution Ratio | 1.409384 | AverageDistributionRatio |
| Net Noncharitable Assets | 1359402 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1915919 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 163 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1916082 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 169647 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 327 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 327 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 327 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 327 | 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 | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHELLY WALD ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5616508524 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SHUTTS BOWEN LLP 525 OKEECHOBEE | AddressLine1 |
| Address Line2 | BLVD | AddressLine2 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SIMON C FIREMAN DECEASED 91011 | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 BODWELL STREET | AddressLine1 |
| City | AVON | City |
| State | MA | State |
| ZIP Code | 02322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 10.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF MEDICAL ORGANIZATIONS, SOCIAL SERVICE FACILITIES, PERFORMING ARTS AND CULTURAL GROUPS THROUGH THE EFFECTIVE COORDINATION OF FUNDRAISING EVENTS AND A WIDE VARIETY OF LOCALLY CREATED HUMANITARIAN PROJECTS | Description1 |
| Expenses1 | 155120 | Expenses1 |
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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 500 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1379604 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1380104 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1380104 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20702 | CashDeemedCharitable |
| Net Noncharitable Assets | 1359402 | NetNoncharitableAssets |
| Minimum Investment Return | 67970 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169647 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 169647 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 169647 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16483 | CurrentYear |
| Year1 | 16 | Year1 |
| Year2 | 48 | Year2 |
| Year3 | 3808 | Year3 |
| Total | 20355 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 14011 | CurrentYear |
| Year1 | 14 | Year1 |
| Year2 | 41 | Year2 |
| Year3 | 3237 | Year3 |
| Total | 17302 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 169647 | CurrentYear |
| Year1 | 390562 | Year1 |
| Year2 | 533949 | Year2 |
| Year3 | 554551 | Year3 |
| Total | 1648709 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 169647 | CurrentYear |
| Year1 | 390562 | Year1 |
| Year2 | 533949 | Year2 |
| Year3 | 554551 | Year3 |
| Total | 1648709 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 45313 | CurrentYear |
| Year1 | 22808 | Year1 |
| Year2 | 22414 | Year2 |
| Year3 | 16945 | Year3 |
| Total | 107480 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TRUSTEES OF THE SIMON C FIREMAN CHA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 BODWELL STREET | AddressLine1 |
| City | AVON | City |
| State | MA | State |
| ZIP Code | 02322 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5085875400 | RecipientPhoneNumber |
| Form And Info And Materials | SIMPLE LETTER REQUESTING CONTRIBUTION WITH A COPY OF I.R.C. 501 (C) (3) EXEMPTION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 235 SOUTH COUNTY ROAD STE 20 | PALM BEACH | FL | 33480 | N/A | NOT FOR PROFIT | GENERAL EXPENSES | $50,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1101 NORTHCHASE PARKWAY | MARIETTA | GA | 30067 | N/A | NOT FOR PROFIT | GENERAL EXPENSES | $50,000 |
| LEADERS IN FURTHERING EDUCATION | |||||||
| 6274 LINTON BLVD STE 103 | DELRAY BEACH | FL | 33484 | N/A | NOT FOR PROFIT | GENERAL EXPENSESGENERAL EXPENSES | $50,000 |
| SOCIETY FOR THE PRESERVATION OF GREAT AMERICAN SONGBOOK | |||||||
| 6 SUNCREST LANE | FARMINGTON | CT | 06032 | N/A | NOT FOR PROFIT | GENERAL EXPENSES | $5,000 |
| PALM BEACH ROUND TABLE | |||||||
| 44 COCONUT ROW T12 | PALM BEACH | FL | 33480 | N/A | NOT FOR PROFIT | GENERAL EXPENSES | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 155120 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,466 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,483 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16483 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 89886 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 89886 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH VALUE LIFE INSURANCE | 458962 | 0 | 0 |
| DEATH BENEFIT RECEIVABLE | 0 | 1947827 | 1947827 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 150 | 150 | 0 | 0 |
| FUNCTION/EVENT COSTS | 14527 | 0 | 0 | 14527 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INSURANCE PROCEEDS - DEATH BENEFIT | Description |
| Amount | $1,468,532 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ESTATE OF SIMON C FIREMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 BODWELL STREET | AddressLine1 |
| City | AVON | City |
| State | MA | State |
| ZIP Code | 02322 | ZIPCode |