Civic Intelligence

Elizabeth & Daniel O Connor Family Foundation Inc.

990PF • Fiscal year 2024 • EIN 65-0914983

Jan 01, 2024 to Dec 31, 2024 • Filed on May 08, 2025

Organization Profile
730 Isle Of PalmsFt Lauderdale, FL 33301

(954) 351-9000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.00x

Higher debt load relative to revenue than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.3%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

16%

Faster revenue growth than 58% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$1,894,742

Down $65,669 (-3.3%) from 2023

Net Assets

Down

$1,895,497

Down $64,669 (-3.3%) from 2023

Liabilities

Down

-$755

Down $1,000 (-408%) from 2023

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin15th percentile

Revenue

Up

$236,931

Up $32,061 (+16%) from 2023

Expenses

Up

$301,600

Up $540 (+0.2%) from 2023

Net Income

Up

-$64,669

Up $31,521 (+33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $675,848Liabilities 2011: $612011Assets 2012: $652,242Liabilities 2012: $612012Assets 2013: $630,147Liabilities 2013: $1222013Assets 2014: $2,500,815Liabilities 2014: $1222014Assets 2015: $2,523,454Liabilities 2015: $1842015Assets 2019: $2,292,288Liabilities 2019: $2452019Assets 2020: $2,231,523Liabilities 2020: $184Net Assets 2020: $2,231,3392020Assets 2021: $2,165,549Liabilities 2021: $184Net Assets 2021: $2,165,3652021Assets 2022: $2,056,601Liabilities 2022: $245Net Assets 2022: $2,056,3562022Assets 2023: $1,960,411Liabilities 2023: $245Net Assets 2023: $1,960,1662023Assets 2024: $1,894,742Liabilities 2024: -$755Net Assets 2024: $1,895,4972024

Highlighted filing

2024

Assets$1,894,742
Liabilities-$755
Net Assets$1,895,497
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $26,557Expenses 2011: $44,408Net Income 2011: -$17,8512011Revenue 2012: $23,783Expenses 2012: $47,389Net Income 2012: -$23,6062012Revenue 2013: $27,727Expenses 2013: $49,883Net Income 2013: -$22,1562013Revenue 2014: $1,030,714Expenses 2014: $98,237Net Income 2014: $932,4772014Revenue 2015: $166,275Expenses 2015: $143,698Net Income 2015: $22,5772015Revenue 2019: $69,671Expenses 2019: $241,786Net Income 2019: -$172,1152019Revenue 2020: $191,764Expenses 2020: $252,468Net Income 2020: -$60,7042020Revenue 2021: $233,959Expenses 2021: $299,933Net Income 2021: -$65,9742021Revenue 2022: $216,440Expenses 2022: $325,449Net Income 2022: -$109,0092022Revenue 2023: $204,870Expenses 2023: $301,060Net Income 2023: -$96,1902023Revenue 2024: $236,931Expenses 2024: $301,600Net Income 2024: -$64,6692024

Highlighted filing

2024

Revenue$236,931
Expenses$301,600
Net Income-$64,669
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH FRIEDMAN O'CONNORDirector-$0--
DANIEL PJ O'CONNORDirector-$0--
EUGENIE M O'CONNORDirector-$0--
ELIZABETH C O'CONNORDirector-$0--
Filing and Contact Details

Filer

Filer Name
ELIZABETH & DANIEL O'CONNOR
EIN
65-0914983
Phone
9543519000
Address
730 ISLE OF PALMS, FT LAUDERDALE, FL 33301

Signing Officer

Name
ELIZABETH FRIEDMAN O'CONNOR
Title
Director
Phone
9548451175
Signed
2025-05-08

Preparer

Firm
Weinstein Zugman LLC
Address
777 W YAMATO RD STE 130, BOCA RATON, FL 33431-4456
Preparer
Steven M Borisman
Phone
9543519000
Raw XML Appendix265 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0WEINSTEIN ZUGMAN LLC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01750308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05982649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS (SEE SCHEDULE 3)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122812
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0114119
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0236931
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0236931
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02050
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0114119
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0277500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0277500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0122812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122812
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-64669
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0311820
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0114119
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0215431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017076
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02111
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0277500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0301600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0236931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0236931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0197701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0114119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0114119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0311820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0114119
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-64669
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01895497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01960166
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01895497
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0307459
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0307459
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0307459
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0310453
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02994
IRS990PF/DistributableAmountGrp/TotalTaxAmt02994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02728
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02994
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02728
IRS990PF/FMVAssetsEOYAmt06127083
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01960166
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt026243
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt026243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01885340
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01750308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05982649
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0245
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0-755
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01895497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt064214
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0118191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0118191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01960411
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01894742
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06127083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0245
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0-755
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01960411
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01894742
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01960166
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01895497
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06303609
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt018550
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06285059
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt094554
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0310453
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06209055
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06303609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL PJ O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EUGENIE M O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELIZABETH C O'CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3730 ISLE OF PALMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333301
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0277500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0277500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 W YAMATO ROAD SUITE 130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOCA RATON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033431
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum09543519000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0277500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED SCHEDULE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT LAUDERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0277500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04310
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0273190
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0307459
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0277500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0303149
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0273190
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0245
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DIRECTOR
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-755
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15714
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011362
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15714
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt12050
TaxesSchedule/TaxesDetail/Amt22600
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL CORPORATE REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES-CURRENT YEAR
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12050
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH FRIEDMAN O'CONNOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09548451175
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH & DANIEL O'CONNOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ELIZ
ReturnHeader/Filer/EIN0650914983
ReturnHeader/Filer/PhoneNum09543519000
ReturnHeader/Filer/USAddress/AddressLine1Txt0730 ISLE OF PALMS
ReturnHeader/Filer/USAddress/CityNm0FT LAUDERDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200453834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINSTEIN ZUGMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 W YAMATO RD STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334314456
ReturnHeader/PreparerPersonGrp/PhoneNum09543519000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M BORISMAN
ReturnHeader/ReturnTs02025-05-13T15:52:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,894,742
Liabilities
-$755
Net assets
$1,895,497
Revenue
$236,931
Expenses
$301,600
Net income
-$64,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.90$0.24$0.30$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.22$0.33$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.23$0.30$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.19$0.25$0.06
2019Summary only. Only limited summary data is available for this year.$2.29$0.00$0.07$0.24$0.17
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$0.17$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$1.03$0.10$0.93
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.02$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.03$0.04$0.02