CC BALL FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CC BALL FAMILY FOUNDATION INC (EIN 82-3678883)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349102692
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:43:47-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591676206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORSEN AND CRUCET PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5787-B NW 151 ST | AddressLine1Txt |
| City | MIAMI LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330142490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823678883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CC BALL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | BALL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CCBA | BusinessNameControlTxt |
| Phone | 7865028323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8601 SW 166 STREET | AddressLine1Txt |
| City | PALMETTO BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331570417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES C BALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7862505515 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANA MARIA CRUCET | PreparerPersonNm |
| PTIN | P01214055 | PTIN |
| Phone | 3058830120 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $315,353 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,468 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,468 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,100 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $113,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,475 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $515 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,031 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,542 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $50,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $50,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $50,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $172,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $213,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $211,811 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $227,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $315,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $227,605 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $314,137 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $227,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,569 | ExcessRevenueOverExpensesAmt |
| Subtotal | $314,174 | SubtotalAmt |
| Other Decreases | $37 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $314,137 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $90 | SubtotalAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $37 | TotalPaymentsAndCreditsAmt |
| Tax Due | $53 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES C BALL | IndividualWithBooksNm |
| Phone | 7865028323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 SW 109 STREET | AddressLine1Txt |
| City | PINECREST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES C BALL | ||||||||
| 6300 SW 109 STREET | PINECREST | FL | 33156 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CHERILYN C BALL | ||||||||
| 6300 SW 109 STREET | PINECREST | FL | 33156 | V PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARY M DOPAZO | ||||||||
| 16821 SW 79 COURT | PALMETTO BAY | FL | 33157 | SECRETARY | 000.00 | $0 | $0 | $0 |
| CHARLES H BALL | ||||||||
| 4640 HYGIENE ROAD | LONGMONT | CO | 80503 | V PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARGARET L BALL | ||||||||
| 6300 SW 109 STREET | PINECREST | FL | 331564056 | V PRESIDENT | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $189,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $232,992 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $232,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $229,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90 | TotalTaxAmt |
| Distributable Before Adj | $11,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,385 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,057 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,657 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $115,799 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,057 | ExcessFromYear4Amt |
| Excess From Year3 | $39,657 | ExcessFromYear3Amt |
| Excess From Year2 | $13,968 | ExcessFromYear2Amt |
| Excess From Year1 | $17,884 | ExcessFromYear1Amt |
| Excess From Current Year | $13,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF MIAMI | |||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | NONE | PC | ABCD | $4,000 |
| ARCHDIOCESE OF MIAMI | |||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | NONE | PC | ABCD | $4,000 |
| THE 200 CLUB OF GREATER MIAMI | |||||||
| P O BOX 43-1256 | SOUTH MIAMI | FL | 332431256 | NONE | PC | FAMILIES OF LAW ENFORCEMENT | $1,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | NONE | PC | GENERAL | $500 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| ST LOUIS CHURCH | |||||||
| 7270 SW 120 STREET | MIAMI | FL | 33156 | NONE | PC | GENERAL | $1,200 |
| NICKLAUS CHILDREN'S HOSPITAL | |||||||
| 3100 SW 62 AVENUE | MIAMI | FL | 33155 | NONE | PC | HOSPITAL | $500 |
| UNIVERSITY OF MIAMI | |||||||
| 5821 SAN AMARO DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | SPORTS HALL OF FAME | $500 |
| UNIVERSITY OF MIAMI | |||||||
| 5821 SAN AMARO DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | SPORTS HALL OF FAME | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,468 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,790 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| UBS ACCT 13290 | $3 |
| UBS ACCT 13874 | $109 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,377 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,377 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | CHARLES CHERILYN BALL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 SW 109 STREET | AddressLine1Txt |
| City | PINECREST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THORSEN AND CRUCET PA | CategoryTxt |
| Amt | $515 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (33 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| ABBOTT LABS | PURCHASE | $2,252 | $1,888 | $364 |
| ADOBE INC. (DELAWARE) | PURCHASE | $2,685 | $3,165 | -$480 |
| ADVANCED MICRO DEVICES | PURCHASE | $2,360 | $3,088 | -$728 |
| ALPHABET INC CL A | PURCHASE | $9,200 | $8,840 | $360 |
| AMAZON.COM INC | PURCHASE | $18,567 | $16,163 | $2,404 |
| AMERICAN TOWER CORP REIT | PURCHASE | $5,822 | $6,323 | -$501 |
| AMERIPRISE FINANCIAL INC | PURCHASE | $1,911 | $1,593 | $318 |
| APPLE INC | PURCHASE | $14,719 | $14,331 | $388 |
| ASML HLDG NV SPON ADR | PURCHASE | $2,787 | $3,524 | -$737 |
| BOSTON SCIENTIFIC CORP | PURCHASE | $3,128 | $2,461 | $667 |
| BROADCOM INC | PURCHASE | $9,864 | $7,344 | $2,520 |
| CHIPOTLE MEXICAN GRILL | PURCHASE | $6,578 | $8,035 | -$1,457 |
| INTUIT | PURCHASE | $3,576 | $3,783 | -$207 |
| INTUITIVE SURGICAL INC | PURCHASE | $3,977 | $3,656 | $321 |
| LILLY ELI & CO | PURCHASE | $9,207 | $8,515 | $692 |
| MASTERCARD INC CL A | PURCHASE | $5,232 | $4,700 | $532 |
| META PLATFORMS INC CL A | PURCHASE | $15,323 | $13,063 | $2,260 |
| MICROSOFT CORP | PURCHASE | $22,427 | $24,037 | -$1,610 |
| NVIDIA CORP | PURCHASE | $17,266 | $18,193 | -$927 |
| O REILLY AUTOMOTIVE INC | PURCHASE | $2,633 | $2,262 | $371 |
| ORACLE CORP | PURCHASE | $4,125 | $4,835 | -$710 |
| PALO ALTO NETWORKS INC | PURCHASE | $2,854 | $2,588 | $266 |
| PARKER HANNIFIN CORP | PURCHASE | $2,426 | $2,092 | $334 |
| PROGRESSIVE CORP OHIO | PURCHASE | $5,229 | $4,310 | $919 |
| S&P GLOBAL INC | PURCHASE | $2,882 | $2,951 | -$69 |
| SALESFORCE, INC. | PURCHASE | $3,310 | $2,934 | $376 |
| SHERWIN WILLIAMS CO | PURCHASE | $3,174 | $3,105 | $69 |
| THERMO FISHER SCIENTIFIC | PURCHASE | $2,044 | $2,399 | -$355 |
| TJX COS INC NEW | PURCHASE | $4,914 | $4,665 | $249 |
| TRANSDIGM GROUP INC | PURCHASE | $2,636 | $2,403 | $233 |
| UNION PACIFIC CORP | PURCHASE | $2,153 | $2,175 | -$22 |
| UNITEDHEALTH GROUP INC | PURCHASE | $2,898 | $3,422 | -$524 |
| VISA INC CL A | PURCHASE | $6,941 | $5,467 | $1,474 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $213,555 | EOYBookValueAmt |
| EOYFMV | $211,811 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PAID | Desc |
| Amt | $37 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEE 13874 | $856 |
| MANAGEMENT FEE 13290 | $175 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| UBS ACCT 13290 | $3 |
| UBS ACCT 13874 | $109 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPT OF STATE | CategoryTxt |
| Amt | $61 | Amt |