DIEGO VEITIA FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DIEGO VEITIA FOUNDATION INC (EIN 59-3150010)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2023-02-15
IRS object ID: 202300469349100225
Schema version: 2021v4.2
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
All Oth Prog Rltd Investments Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-15T11:29:26-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721396621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1031 W MORSE BLVD SUITE 200	AddressLine1Txt
City	WINTER PARK	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32789	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	593150010	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE DIEGO J VEITIA FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DIEG	BusinessNameControlTxt
Phone	4077415304	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1046	AddressLine1Txt
City	WINTER PARK	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32790	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DIEGO VEITIA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4077415304	PhoneNum
Signature	2023-02-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DIEGO	PersonFirstNm
Person Last	VEITIA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT C CONNELLY CPA	PreparerPersonNm
PTIN	P01853288	PTIN
Phone	4076447455	PhoneNum
Preparation	2023-02-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,066,773	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	$1,200	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$19,720	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,720	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$21,785	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,632,677	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$21,785	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$13,273	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$29,432	TotalRevAndExpnssAmt
Total Net Invst Incm	$41,505	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$49,949	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$49,949	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$250	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$250	LegalFeesDsbrsChrtblAmt
Interest Rev And Expnss	$15	InterestRevAndExpnssAmt
Interest Net Invst Incm	$15	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss	$617	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$617	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$50,831	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$50,581	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$59,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$59,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$110,031	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$50,581	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$59,450	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$80,599	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$618,673	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$746,344	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$746,344	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$384,350	CorporateStockBOYAmt
Corporate Stock EOY	$91,875	CorporateStockEOYAmt
Corporate Stock EOYFMV	$91,875	CorporateStockEOYFMVAmt
Other Investments BOY	$100,000	OtherInvestmentsBOYAmt
Other Investments EOY	$228,554	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$228,554	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,103,023	TotalAssetsBOYAmt
Total Assets EOY	$1,066,773	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,066,773	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,103,023	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,066,773	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,103,023	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,066,773	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,103,023	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,066,773	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,103,023	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$80,599	ExcessRevenueOverExpensesAmt
Other Increases	$44,349	OtherIncreasesAmt
Subtotal	$1,066,773	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,066,773	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES (FIDELTIY)	2021-01-01	2021-12-31	$7,616,112	$7,610,892	$5,220	$5,220
MPLX, LLC - BASIS ADJ	2021-01-01	2021-12-31	$14,988		$14,988	$14,988	P
CAPITAL GAINS DIVIDENDS			$1,577		$1,577	$1,577	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$21,785	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$72	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$72	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$72	OverpaymentAmt
Applied To ES Tax	$72	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	DIEGO VEITIA	IndividualWithBooksNm
Phone	4076447455	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1046	AddressLine1Txt
City	WINTER PARK	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32790	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
DIEGO J VEITIA
PO BOX 1046	WINTER PARK	FL	32790	PRESIDENT	10.00	$13,949	$0	$0
MARSHA VEITIA
PO BOX 1046	WINTER PARK	FL	32790	VICE PRESIDENT	0.00	$0	$0	$0
TRESA VEITIA
PO BOX 1046	WINTER PARK	FL	32790	TREASURER/SECRETARY	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$468,764	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$480,847	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$949,611	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$949,611	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$14,244	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$935,367	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$46,768	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$46,768	MinimumInvestmentReturnAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$46,768	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$46,768	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$46,768	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$59,450	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$59,450	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$46,768	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$2,001	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$5,457	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,458	TotalExcessDistributionCyovAmt
Qualifying Distributions	$59,450	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$46,768	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$12,682	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$20,140	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$20,140	ExcessDistriCyovToNextYrAmt
Excess From Year2	$2,001	ExcessFromYear2Amt
Excess From Year1	$5,457	ExcessFromYear1Amt
Excess From Current Year	$12,682	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DIEGO J VEITIA	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
COALITION FOR THE HOMELESS
639 WEST CENTRAL BOULEVARD	ORLANDO	FL	32801	NONE	PUBLIC CHARITY	TO PROVIDE SHELTER AND ASSISTANCE TO THE HOMELESS POPULATION OF CENTRAL FLORIDA	$1,000
OUR CHILDREN'S EARTH FOUNDATION
277 ROYAL PONCIANA WAY	PALM BEACH	FL	33480	NONE	PUBLIC CHARITY	TO PROMOTE ENVIRONMENTAL SUSTAINABILITY	$5,000
CHILDREN'S BEREAVEMENT ART GROUP
2800 L STREET 400	SACRAMENTO	CA	95816	NONE	HOSPITAL	TO HELP CHILDREN DEAL WITH THE LOSS OF A LOVED ONE THROUGH ART	$1,000
ST JUDE CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	NONE	PUBLIC CHARITY	TO PROVIDE SUPPORT FOR CANCER RESEARCH	$1,500
SALVATION ARMY
PO BOX 540657	ORLANDO	FL	32804	NONE	PUBLIC CHARITY	TO PROVIDE RELIEF FOR VICTIMS OF NATURAL DISASTERS	$2,500
SECOND HARVEST
411 MERCY DRIVE	ORLANDO	FL	32805	NONE	PUBLIC CHARITY	TO CREATE HOPE AND NOURISH LIVES THROUGH HUNGER RELIEF	$2,700
ROLLINS COLLEGE
1000 HOLT AVENUE	WINTER PARK	FL	32789	NONE	PUBLIC CHARITY	TO PROVIDE SCHOLARSHIPS FOR STUDENTS	$5,000
ROTARY WINTER PARK
1275 LEE RD	WINTER PARL	FL	32789	NONE	PUBLIC CHARITY	TO PROMOTE WORLD UNDERSTANDING THROUGH INTERNATIONAL HUMANITARIAN SERVICE PROGRAMS AND EDUCATIONAL AND CULTURAL EXCHANGES	$1,000
IOWA STATE UNIVERSITY FOUNDATION
2505 UNIVERITY BOULEVARD	AMES	IA	50010	NONE	PUBLIC CHARITY	TO PROVIDE SCHOLARSHIPS FOR STUDENTS	$5,000
UNIVERSITY OF FLORIDA
PO BOX 14425	GAINESVILLE	FL	32611	NONE	EDUCATION INSTITUTE	TO PROVIDE SCHOLARSHIPS FOR STUDENTS	$5,000
STETSON UNIVERSITY
421 N WOODLAND BLVD	DELAND	FL	32723	NONE	EDUCATION INSTITUTE	SCHOLARSHIPS	$7,000
THE UNIVERSITY OF GLASGOW
				NONE	EDUCATION INSTITUTE	SCHOLARSHIPS	$7,500	G12 8QQ	GLASGOW	GLASGOW	UK
CUBA EMPRENDE FOUNDATION
15 HIGHVIEW RD	DARIEN	CT	06820	NONE	PUBLIC CHARITY	TO TEACH CUBANS HOW TO RUN OR START A BUSINESS	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$59,200	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,720	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$21,785	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	INCOME(LOSS) FROM PASSTHROUGH ENTITIES	Desc
Unrelated Business Taxbl Incm	-$13,273	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$13,273	UnrelatedBusinessTaxblIncmAmt
Exclusion	$41,505	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28,232	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STONEX GROUP INC COM	StockNm
EOY Book Value	$91,875	EOYBookValueAmt
EOYFMV	$91,875	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LIGHTMAKER PROPERTY MANAGEMENT	AT COST	$100,000	$100,000
MPLX LP COM UNIT REP LTD	FMV	$103,565	$103,565
	AT COST	$24,989	$24,989

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$250	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$250	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK/ACCOUNT FEES	Desc
Revenue And Expenses Per Books	$617	RevenueAndExpensesPerBooksAmt
Net Investment Income	$617	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	INCOME(LOSS) FROM PASSTHROUGH ENTITIES	Desc
Revenue And Expenses Per Books	-$13,273	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	-$13,273	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TIMING DIFFERENCES/ UNREALIZED G/L ON INVESTMENTS	Desc
Amt	$44,349	Amt