JOSEPH AND ALBERTA MURPHY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ALBERTA MURPHY FOUNDATION (EIN 65-6373326)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-04
- IRS object ID
- 202333089349100008
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-04T19:41:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA E VAIL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 RONKONKOMA BLVD | AddressLine1Txt |
| City | CENTEREACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117203329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656373326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & ALBERTA MURPHY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5612713180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5612713180 | PhoneNum |
| Signature | 2023-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | NICKLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA E VAIL | PreparerPersonNm |
| PTIN | P00075420 | PTIN |
| Phone | 6316985203 | PhoneNum |
| Preparation | 2023-10-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $314,352 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,500 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,239 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,119 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,120 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,502 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,502 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,378 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,746 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $319,946 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,034 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $755 | OtherAssetsBOYAmt |
| Other Assets EOY | $572 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $572 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $351,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $314,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $895,825 | CapitalStockBOYAmt |
| Capital Stock EOY | $895,825 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$544,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$616,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $351,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $279,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $351,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $351,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $279,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $279,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CLEARBRIDGE ENERGY MIDSTREAM | P | 2018-12-27 | 2022-09-23 | $3,767 | $4,812 | -$1,045 | -$1,045 |
| DELAWARE EMERGING MARKETS | P | 2013-09-09 | 2022-08-16 | $5,000 | $4,133 | $867 | $867 |
| FIRST EAGLE GOLD I | P | 2018-12-27 | 2022-09-23 | $16,500 | $10,501 | $5,999 | $5,999 |
| INVESCO INTL GRWTH Y | P | 2015-02-10 | 2022-08-16 | $7,000 | $7,092 | -$92 | -$92 |
| MFS GROWTH | P | 2016-08-17 | 2022-09-08 | $2,000 | $1,085 | $915 | $915 |
| DELAWARE VALUE INSTL | P | 2008-04-29 | 2022-09-08 | $1,726 | $1,012 | $714 | $714 |
| DELAWARE VALUE INSTL | P | 2010-01-04 | 2022-09-08 | $2,274 | $1,067 | $1,207 | $1,207 |
| FRANKLIN SMALL CAP VALUE ADV | P | 2006-02-03 | 2022-08-16 | $5,000 | $3,877 | $1,123 | $1,123 |
| INVESCO GRWTH & INCOME Y | P | 2010-03-02 | 2022-04-08 | $5,000 | $3,590 | $1,410 | $1,410 |
| MFS INTL INTRINSIC VALUE I | P | 2010-08-31 | 2022-04-13 | $10,000 | $4,770 | $5,230 | $5,230 |
| MFS INTL INTRINSIC VALUE I | P | 2010-08-31 | 2022-08-16 | $3,000 | $1,507 | $1,493 | $1,493 |
| Capital Gains Dividends | P | $8,403 | $8,403 | $8,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $701 | 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 | $701 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $376 | OverpaymentAmt |
| Applied To ES Tax | $376 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL NICKLER | IndividualWithBooksNm |
| Phone | 5612713180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HWY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,239 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $375,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $387,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $387,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $381,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $325 | TotalTaxAmt |
| Distributable Before Adj | $18,754 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,754 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,122 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,340 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,062 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $67,847 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,597 | 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 | $13,340 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,317 | ExcessFromYear4Amt |
| Excess From Year3 | $18,062 | ExcessFromYear3Amt |
| Excess From Year2 | $50,663 | ExcessFromYear2Amt |
| Excess From Year1 | $67,847 | ExcessFromYear1Amt |
| Excess From Current Year | $75,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL NICKLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616915452 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER STATING REASON FOR REQUEST AND ORGANIZATION'S BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | EDUCATIONAL 501(C)(3 | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| CARDINAL NEWMAN HIGH SCHOOL | |||||||
| 512 SPENCER DRIVE | WEST PALM BEACH | FL | 33409 | NONE | EDUCATIONAL 501(C)(3 | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| CATHOLICS COME HOME | |||||||
| PO BOX 1802 | ROSWELL | GA | 30077 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| DISCALCED CARMELITE NUNS | |||||||
| 1931 JEFFERSON ROAD | PITTSFORD | NY | 14534 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| FEED THE CHILDREN | |||||||
| PO BOX 61 | OKLAHOMA CITY | OK | 73101 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $2,502 |
| MEN OF MELCHIZEDEK | |||||||
| 2050 S CEDAR ST STE 330 | IMLAY CITY | MI | 48444 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $7,500 |
| ST ATHANASIUS | |||||||
| 2154 61 STREET | BROOKLYN | NY | 11204 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| ST JOHN FISHER RC CHURCH | |||||||
| 4001 NORTH SHORE DRIVE | WEST PALM BEACH | FL | 33401 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| ST PAUL CENTER | |||||||
| 1468 PARKVIEW CIRCLE | STEUBENVILLE | OH | 43952 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY 501(C | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| ST VINCENT DE PAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | RELIGIOUS 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $7,500 |
| STUDENTS FOR LIFE | |||||||
| 1000 WINCHESTER ST STE 301 | FREDRICKSBURG | VA | 22401 | NONE | 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| HABITAT FOR CHILDREN'S MINISTRY | |||||||
| PO BOX 1195 | WEST PALM BEACH | FL | 33402 | NONE | 501(C)(3) | BUILDING A MEDICAL FACILITY | $5,000 |
| ST JOAN OF ARC | |||||||
| 315 HARRIS GROVE LANE | YORKTOWN | VA | 23692 | NONE | 501(C)(3) | BUILDING PROJECT | $5,000 |
| HUMMERZINE PREGNANCY TEAM | |||||||
| 2612 FIELDBROOKE WAY | EDGEWATER | FL | 32141 | NONE | 501(C)(3) | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,502 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,500 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS INFRASTRUCTURE | AT COST | $12,230 | $16,793 |
| DELAWARE EMERGING MKTS INSTL | AT COST | $16,406 | $16,480 |
| ABERDEEN GLBL PREM PPTY FD | AT COST | $15,394 | $13,650 |
| DELAWARE VALUE INSTL | AT COST | $8,933 | $17,906 |
| FRANKLIN SMALL CAP VALUE ADV | AT COST | $15,258 | $18,224 |
| INVESCO GRWTH & INC Y | AT COST | $16,929 | $17,507 |
| LORD ABBOTT DEVL GRWTH FD F | AT COST | $14,005 | $15,067 |
| MFS GROWTH I | AT COST | $10,238 | $17,197 |
| MFS INTL INTRINSIC VALUE I | AT COST | $10,298 | $17,299 |
| INVESCO INTL GRWTH Y | AT COST | $20,881 | $19,297 |
| INVESCO INTL SMLL-MID CO Y | AT COST | $16,634 | $19,288 |
| PIONEER FUNDAMENTAL GRWTH Y | AT COST | $10,725 | $13,529 |
| PGIM GLBL HI YLD FD | AT COST | $21,599 | $16,260 |
| ABERDEEN EMRG MKTS EQ INM FD | AT COST | $19,915 | $15,708 |
| BROOKFIELD REAL ASSETS INC | AT COST | $12,539 | $16,150 |
| CLEARBRIDGE ENRGY MIDSTEAM OPP | AT COST | $11,227 | $10,010 |
| COHEN & STEERS QUAL INC RLTY | AT COST | $15,099 | $17,250 |
| WESTERN ASSET EMRG MKTS FD | AT COST | $12,467 | $10,932 |
| FIRST EAGLE GOLD | AT COST | $11,528 | $18,487 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $755 | BOYBookValueAmt |
| EOY Book Value | $572 | EOYBookValueAmt |
| EOYFMV | $572 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $517 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $517 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $3,754 | Amt |
| Net Investment Income | $3,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON INVESTMENT INCOME | $232 | $232 | $0 |
| US EXCISE TAX ON INCOME | $978 | $0 | $0 |