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Nonprofiteer
← THE PUJOLS FAMILY FOUNDATION INC

Form 990 for tax year 2023

Filed by THE PUJOLS FAMILY FOUNDATION INC.

Totals

Total revenue
$1,197,782
Total expenses
$766,448
Contributions and grants received
$816,209
Grants paid
$0
Program service revenue
$0
Investment income
$134,616
Other revenue
$246,957
Total assets, end of year
$7,123,657
Total liabilities, end of year
$70,048
Net assets or fund balances, end of year
$7,053,609
Program services expenses (Part IX)
$570,309
Management and general expenses
$93,964
Fundraising expenses
$102,175
Program service expenses (Part III)
$570,309

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $399,914

  • 1f · All other contributions, gifts and grants

    $416,295

  • 1g · Noncash contributions included above

    $131,124

  • 3 · Investment income

    total $157,464 · excluded $157,464

  • 7a · Gross sales of assets other than inventory

    securities $395,727

  • 7b · Less cost or other basis and sales expenses

    securities $418,575

  • 7c · Gain or loss

    securities -$22,848

  • 7d · Net gain or loss

    total -$22,848 · excluded -$22,848

  • 8a · Fundraising events: gross income

    $441,838

  • 8a · Fundraising events: contributions included on line 1c

    $399,914

  • 8b · Fundraising events: direct expenses

    $228,726

  • 8c · Net income from fundraising events

    total $213,112 · excluded $213,112

  • 10a · Gross sales of inventory

    $59,513

  • 10b · Cost of goods sold

    $25,668

  • 10c · Net income from sales of inventory

    total $33,845 · excluded $33,845

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $219,051 · program services $175,240 · management and general $10,953 · fundraising $32,858

  • 7 · Other salaries and wages

    total $168,207 · program services $104,459 · management and general $39,764 · fundraising $23,984

  • 8 · Pension plan contributions

    total $4,983 · program services $3,092 · management and general $1,181 · fundraising $710

  • 9 · Other employee benefits

    total $49,344 · program services $34,026 · management and general $8,142 · fundraising $7,176

  • 10 · Payroll taxes

    total $25,301 · program services $18,151 · management and general $3,441 · fundraising $3,709

  • 11b · Fees: legal

    total $1,268 · program services $311 · management and general $957

  • 11c · Fees: accounting

    total $13,250 · management and general $13,250

  • 11f · Fees: investment management

    total $6,538 · management and general $6,538

  • 11g · Fees: other

    total $1,023 · management and general $1,023

  • 13 · Office expenses

    total $58,632 · program services $28,948 · management and general $4,948 · fundraising $24,736

  • 16 · Occupancy

    total $4,424 · program services $2,212 · fundraising $2,212

  • 17 · Travel

    total $2,377 · program services $1,546 · management and general $62 · fundraising $769

  • 22 · Depreciation, depletion and amortization

    total $5,072 · program services $3,639 · management and general $690 · fundraising $743

  • 23 · Insurance

    total $10,851 · program services $7,942 · management and general $1,981 · fundraising $928

  • 24a · Other expenses: PROGRAMS

    total $188,715 · program services $188,715

  • 24b · Other expenses: SERVICE CHARGES

    total $3,854 · fundraising $3,854

  • 24c · Other expenses: MISCELLANEOUS

    total $3,558 · program services $2,028 · management and general $1,034 · fundraising $496

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,009,938 · end of year $898,366

  • 2 · Savings and temporary cash investments

    beginning of year $646,506 · end of year $864,148

  • 3 · Pledges and grants receivable

    beginning of year $16,297 · end of year $63,000

  • 4 · Accounts receivable

    beginning of year $7,561

  • 8 · Inventories for sale or use

    beginning of year $191,811 · end of year $161,879

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,283 · end of year $2,975

  • 10a · Land, buildings and equipment: cost or other basis

    $127,947

  • 10b · Land, buildings and equipment: accumulated depreciation

    $110,780

  • 10c · Land, buildings and equipment, net

    beginning of year $20,528 · end of year $17,167

  • 11 · Investments: publicly traded securities

    beginning of year $4,607,843 · end of year $5,116,122

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,596 · end of year $70,048

  • 25 · Other liabilities

    beginning of year $6,923

  • 27 · Net assets without donor restrictions

    beginning of year $6,106,500 · end of year $6,696,528

  • 28 · Net assets with donor restrictions

    beginning of year $284,748 · end of year $357,081

Mission and programs · 2023

Mission

TO LIVE AND SHARE A COMMITMENT TO FAITH, FAMILY AND OTHERS BY PROMOTING AWARENESS, PROVIDING HOPE AND MEETING TANGIBLE NEEDS FOR FAMILIES AND CHILDREN WHO LIVE WITH DOWN SYNDROME AND IMPROVING THE LIVING CONDITIONS AND QUALITY OF LIFE FOR IMPOVERISHED CHILDREN AND THEIR FAMILIES.

  • THE ORGANIZATION PROMOTES AWARENESS, PROVIDES HOPE, AND MEETS TANGIBLE NEEDS FOR FAMILIES AND CHILDREN WITH DOWN SYNDROME. THE MISSION INCLUDES PROVIDING EXTRAORDINARY EXPERIENCES FOR FAMILIES AND CHILDREN WITH DOWN SYNDROME, DISABILITIES AND/OR LIFE THREATENING DISEASES. DURING THE YEAR, THE ORGANIZATION HELD SEVERAL EVENTS IN MISSOURI AND CALIFORNIA THAT PROVIDED EXTRAORDINARY EXPERIENCES FOR HUNDREDS OF FAMILIES AND CHILDREN. THESE EVENTS WERE HELD TO PROMOTE THE AWARENESS AND UNDERSTANDING OF HOW WONDERFUL CHILDREN WITH DOWN SYNDROME, DISABILITIES, AND/OR LIFE THREATENING DISEASES ARE AND HELPING THEM TO CELEBRATE THEIR LIVES.

    Expenses $286,739

  • THE ORGANIZATION STRIVES TO IMPROVE THE STANDARD OF LIVING AND QUALITY OF LIFE FOR IMPOVERISHED CHILDREN AND FAMILIES THROUGH EDUCATION AND TANGIBLE GOODS IN THE DOMINICAN REPUBLIC. THE ORGANIZATION, IN COOPERATION WITH VOLUNTEERS AND OTHER NON-PROFIT ORGANIZATIONS, MAKES VARIOUS TRIPS TO THE DOMINICAN REPUBLIC TO PROVIDE DENTAL, MEDICAL, EYE CARE, BEDDING, YOUTH BASEBALL, SOCIO-ECONOMIC EDUCATION AND SERVICES, AND OTHER VARIOUS SERVICES TO IMPOVERISHED INDIVIDUALS CHILDREN AND FAMILIES. THESE EVENTS HELPED HUNDREDS OF CHILDREN AND FAMILIES.

    Expenses $283,570

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • D Todd Perry

    CEO

    Total calculated
    $219,050
    From this org
    $196,524
    From related orgs
    $0
    Other
    $22,526
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $196,524
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,675
    Nontaxable benefits
    $5,851
    Filer's total
    $219,050

  • Jeanette Bax-Kurtz

    TREASURER -

    Total calculated
    $0
    Hours/week
    10

  • Norv Beffa

    SECRETARY -

    Total calculated
    $0
    Hours/week
    5

  • Jose A Pujols

    PRESIDENT -

    Total calculated
    $0
    Hours/week
    1

  • Aj Pujols

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.0
Source object
202413189349304081

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