DEBRA K HOWE CHARITABLE TR 04042018: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DEBRA K HOWE CHARITABLE TR 04042018 (EIN 30-6609688)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349100206
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T06:22:46-05:00 | 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 | 600 CLEVELAND STREET SUITE 1000 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | 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 | 306609688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEBRA K HOWE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBR | BusinessNameControlTxt |
| Phone | 5612818867 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12173 PLANTATION WAY | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA K HOWE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5612818867 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | HOWE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBI ALBERDI | PreparerPersonNm |
| PTIN | P00633271 | PTIN |
| Phone | 7274460504 | PhoneNum |
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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,500,354 | 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 | $1,004,246 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $109,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,089,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,244 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,147,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,672,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,672,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,677,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,672,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$530,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $884,650 | CashBOYAmt |
| Cash EOY | $68,660 | CashEOYAmt |
| Cash EOYFMV | $68,660 | CashEOYFMVAmt |
| Corporate Stock BOY | $738,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $770,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,192,798 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,992,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,247,557 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,238,896 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,655 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,460 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,622,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,091,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,500,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,622,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,091,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,622,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,091,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,622,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,091,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,622,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$530,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,091,760 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,091,760 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM NONCOVERED | P | $1,538 | $1,538 | $0 | $0 |
| LONG TERM COVERED DONATED | D | $226,299 | $203,346 | $22,953 | $22,953 |
| LONG TERM COVERED PURCHASED | P | $470,021 | $460,583 | $9,438 | $9,438 |
| LONG TERM NONCOVERED DONATED | D | $1,865 | $1,865 | $1,865 | |
| LONG TERM NONCOVERED PURCHASED | P | $389,945 | $389,957 | -$12 | -$12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,244 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,991 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,991 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,991 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,710 | 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 | $1,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $281 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | CARR RIGGS AND INGRAM LLC | IndividualWithBooksNm |
| Phone | 7274460504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLEVELAND STREET SUITE 1000 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | DEBRA K HOWE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12173 PLANTATION WAY | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334181570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $6,475,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,596,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,596,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,497,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,991 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,991 | TotalTaxAmt |
| Distributable Before Adj | $322,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $322,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $322,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,672,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,672,360 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $201,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $459,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $896,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,556,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,672,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $322,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,349,490 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,905,867 | 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 | $2,905,867 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $201,209 | ExcessFromYear3Amt |
| Excess From Year2 | $459,134 | ExcessFromYear2Amt |
| Excess From Year1 | $896,034 | ExcessFromYear1Amt |
| Excess From Current Year | $1,349,490 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBRA K HOWE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BELLA'S ANGELS | ||||||||
| 13860 WELLINGTON TRACE 38-111 | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | PROVIDING RESOURCES FOR CHILDREN WITH LIFE LONG DISABILITIES | $162,149 | |
| NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION(NOVA FOUNDATION) | ||||||||
| 4001 WAKEFIELD CHAPEL ROAD SUITE | ANNADALE | VA | 22003 | NONE | PUBLIC CHARITY | EDUCATION | $350,000 | 252 |
| PALM HEALTH FOUNDATION | ||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 205 | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS TO NURSING STUDENTS | $237,711 | |
| QUANTUM HOUSE | ||||||||
| 987 45TH ST | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC CHARITY | HOSPITALITY HOUSE FOR WHEN CHILDREN TREATED IN MEDICAL FACILITY | $200,000 | |
| ST MARYS HEALTH WAGON INC | ||||||||
| PO BOX 7070 | WISE | VA | 24293 | NONE | PUBLIC CHARITY | HEALTH | $722,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,672,360 | 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 | $109,017 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,261 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,261 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA K HOWE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12173 PLANTATION WAY | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,004,246 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF FLORIDA DOES NOT REQUIRE NON-PROFIT ORGANIZATIONS WHO DO NOT SOLICIT CONTRIBUTIONS TO FILE A RETURN WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $18,552 | $35,607 |
| ACCENTURE PLC IRELAND | $16,155 | $36,895 |
| AFLAC | $17,526 | $21,955 |
| AIR PRODUCTS & CHEMICALS INC | $14,027 | $22,515 |
| AMGEN INC | $16,982 | $18,673 |
| ANALOG DEVICES INC | $17,691 | $31,111 |
| APPLE INC | $18,513 | $57,533 |
| AUTOMATIC DATA PROCESSING | $17,757 | $31,069 |
| BECTON DICKINSON & CO | $17,701 | $20,118 |
| BLACKROCK INC | $11,663 | $23,805 |
| CHUBB LTD | $15,233 | $21,264 |
| CISCO SYSTEMS INC | $17,465 | $24,651 |
| CLOROX COMPANY | $13,415 | $16,913 |
| ILLINOIS TOOL WORKS INC | $17,390 | $29,369 |
| JOHNSON & JOHNSON | $23,314 | $30,450 |
| JP MORGAN CHASE & CO | $19,809 | $25,811 |
| L3HARRIS TECHNOLOGIES INC | $16,334 | $22,603 |
| LINDE PLC | $14,815 | $27,022 |
| LOWES COMPANIES INC | $22,499 | $57,641 |
| MEDTRONIC PLC | $19,824 | $21,311 |
| MICROSOFT CORP | $36,711 | $107,622 |
| NEXTERA ENERGY INC | $20,344 | $41,078 |
| NIKE INC CLASS B | $10,512 | $20,667 |
| NORFOLK SOUTHERN CORP | $16,910 | $30,962 |
| PAYCHEX INC | $15,370 | $28,665 |
| PEPSICO INCORPORATED | $15,673 | $22,235 |
| PROCTER & GAMBLE CO | $14,756 | $22,246 |
| SYSCO CORPORATION | $14,885 | $17,438 |
| TARGET CORP | $11,685 | $27,078 |
| WALMART INC | $14,688 | $20,835 |
| VANGUARD TOTAL STOCK ETF | $251,884 | $277,656 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK LOW DURATION BOND PORTFOLIO INVESTOR A CLASS SHARES | AT COST | $1,384,442 | $1,379,055 |
| GUGGENHEIM FDS TR LTD DURATION FD CL A | AT COST | $1,174,729 | $1,188,903 |
| LORD ABBBETT INVT TR SHORT DURATION INCOME FD CLASS A | AT COST | $1,415,224 | $1,402,241 |
| MFS LIMITED MATURITY FD A | AT COST | $1,273,162 | $1,268,697 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLEARED INVESTMENT ACTIVITY | Desc |
| BOY Book Value | $6,655 | BOYBookValueAmt |
| EOY Book Value | $5,460 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA HOWE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12173 PLANTATION WAY | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,396 | $0 | $0 |
| FOREIGN TAX PAID | $54 | $54 | $0 |