SKY HARBOR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SKY HARBOR FOUNDATION INC (EIN 47-1968649)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-26
- IRS object ID
- 202102999349101300
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-26T10:40:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471968649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sylvan Oaks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | mark hein | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | mark | PersonFirstNm |
| Person Last | hein | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,925,021 | 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 | $651,334 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $135,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $689,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,896 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $746,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $98 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $98 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,624 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,624 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,748 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $169 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $151,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,768 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,768 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,329,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,590,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,739,253 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,480,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,775,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,925,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,480,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,775,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,480,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,775,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,480,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,775,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,480,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $368 | OtherIncreasesAmt |
| Subtotal | $5,775,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,775,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $689,361 | GrossSalesPriceAmt |
| Cost Or Other Basis | $542,465 | CostOrOtherBasisAmt |
| Gain Or Loss | $146,896 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $146,896 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,654 | SubtotalAmt |
| Tax Based On Investment Income | $3,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,330 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,730 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Betty Hawkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 0.0 | $0 | $0 | $0 |
| Mark Hein | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 5.0 | $0 | $0 | $0 |
| Vicki Hein | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,456,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,152 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,565,404 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,565,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,481,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,654 | TotalTaxAmt |
| Distributable Before Adj | $270,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $368 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $270,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $422,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $422,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,810 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $23,034 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,696 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $92,842 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $525,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,654 | QualifyingDistributionsAmt |
| Applied To Current Year | $270,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $151,844 | RemainingDistriFromCorpusAmt |
| Total Corpus | $677,636 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $654,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,696 | ExcessFromYear4Amt |
| Excess From Year3 | $92,842 | ExcessFromYear3Amt |
| Excess From Year2 | $242,261 | ExcessFromYear2Amt |
| Excess From Year1 | $133,959 | ExcessFromYear1Amt |
| Excess From Current Year | $151,844 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Betty Hawkins | ContributingManagerNm |
| Contributing Manager | Mark Hein | ContributingManagerNm |
| Contributing Manager | Vicki Hein | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Wilkins | |||||||
| 103 MEADOW LN | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| Alexis Gates | |||||||
| 2269 MANOR BLVD N | Clearwater | FL | 33765 | none | I | COLLEGE TUITION AND RELATED EXPENSES | $6,122 |
| A Benedict | |||||||
| 2690 DREW ST | Clearwater | FL | 33759 | NONE | I | Emergency Hardship Assistance | $2,000 |
| A Stock | |||||||
| 705 1ST COURT | Palm Harbor | FL | 34684 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Colbert | |||||||
| PO BOX 125 | Wiley | GA | 30581 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Dahman | |||||||
| 4320 SAWGRASS BLVD | New Port Richey | FL | 34653 | NONE | I | Emergency Hardship Assistance | $3,000 |
| A Mullinax | |||||||
| 523 PONDEROA RD | Rabun Gap | GA | 30568 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Hernandez | |||||||
| 180042 27TH AVE N | Saint Petersburg | FL | 33713 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Corbitt | |||||||
| 7506 HWY 441 S | Lakemont | GA | 30552 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Newkirk | |||||||
| 1050 PARADISE PARK RD | Cornelia | GA | 30531 | NONE | I | Emergency Hardship Assistance | $1,200 |
| A Anderson | |||||||
| 70 OLD MILL LN | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,200 |
| B Ramey | |||||||
| 102 VANDIVER RIDGE LN | Tallulah Falls | GA | 30573 | NONE | I | Emergency Hardship Assistance | $1,200 |
| B Owens | |||||||
| 2739 FAITH CIR | Palm Harbor | FL | 34684 | NONE | I | Emergency Hardship Assistance | $1,200 |
| B Hall | |||||||
| 10 ADDINGTON VILLAS OR | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| B Vick | |||||||
| 2219 13TH AVE SW | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| C Moore | |||||||
| 230 CLEAR STREAM RD | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $2,400 |
| C Calderon-Lara | |||||||
| 1020 15TH AVE NW | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| C Chamblin | |||||||
| 3278 OLD 441 S UNIT 236 | Tiger | GA | 30576 | NONE | I | Emergency Hardship Assistance | $1,200 |
| C Heim | |||||||
| 409 ELECTRIC AVE | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| C Wilson | |||||||
| 3641 SW 52ND PL | Portland | OR | 97221 | NONE | I | Emergency Hardship Assistance | $1,200 |
| C Kleer | |||||||
| 98 COX LAKE DR | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| C Elmont | |||||||
| 111 Talley Drive | Palm Harbor | FL | 34684 | NONE | I | Emergency Hardship Assistance | $1,200 |
| CLOTHES TO KIDS INC | |||||||
| 1059 N HERCULES AVE | CLEARWATER | FL | 33765 | N/A | PC | General and Unrestricted | $159,435 |
| C Wallace | |||||||
| 160 STAVE MILL ST | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,500 |
| C Jones | |||||||
| 3710 FARNHAM CT | Palm Harbor | FL | 34684 | NONE | I | Emergency Hardship Assistance | $1,200 |
| D Ciconte | |||||||
| 104 BEACON CT | Demorest | GA | 30535 | NONE | I | Emergency Hardship Assistance | $1,200 |
| D Dunn | |||||||
| 410 COUNTRY CLUB DR | Oldsmar | FL | 34677 | NONE | I | Emergency Hardship Assistance | $1,800 |
| D Burch | |||||||
| 9373 91ST TERRACE N | Seminole | FL | 33777 | NONE | I | Emergency Hardship Assistance | $1,200 |
| D Ammons | |||||||
| 164 SAWDUST TRAIL | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,800 |
| Delores Grace Johnson | |||||||
| 40 TIGER SPRINGS COURT | Tiger | GA | 30576 | NONE | I | COLLEGE TUITION AND RELATED EXPENSES | $11,461 |
| F Morales | |||||||
| 160 STAVE MILL ST | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,200 |
| F Pryor | |||||||
| 950 BELTREES ST | Dunedin | FL | 34698 | NONE | I | Emergency Hardship Assistance | $1,800 |
| F Ruiz | |||||||
| 80 HALIFAX LN | Rabun Gap | GA | 30568 | NONE | I | Emergency Hardship Assistance | $1,200 |
| G Perez | |||||||
| 200 STARCREST DR | Clearwater | FL | 33759 | NONE | I | Emergency Hardship Assistance | $1,200 |
| G Micciche | |||||||
| 337 JERU BLVD | Tarpon Springs | FL | 34689 | NONE | I | Emergency Hardship Assistance | $1,200 |
| H Carpenter | |||||||
| 523 PONDEROA RD | Rabun Gap | GA | 30568 | NONE | I | Emergency Hardship Assistance | $1,200 |
| H Berger | |||||||
| 793 ZURICH CIR | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| H Abbott | |||||||
| 2767 HAVERHILL COURT | Clearwater | FL | 33761 | NONE | I | Emergency Hardship Assistance | $1,200 |
| H Blackmon | |||||||
| 7245 DICKS HILL PKWY | Mt Airy | GA | 30563 | NONE | I | Emergency Hardship Assistance | $1,800 |
| J Johnson | |||||||
| 1544 HARDMAN MORRIS RD | Colbert | GA | 30628 | NONE | I | Emergency Hardship Assistance | $1,800 |
| J Calderon-Fernandez | |||||||
| 455 MEHLENBACHER RD | Belleair Bluffs | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Welch | |||||||
| 966 Douglas Ave | Dunedin | FL | 34698 | NONE | I | Emergency Hardship Assistance | $1,800 |
| J Ivie | |||||||
| PO BOX 611 | Cornelia | GA | 30531 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Gillespie | |||||||
| 232 PENLAND TRAIL | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Contreras | |||||||
| 651 CLEARWATER LARGO RD S | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Paxtle | |||||||
| 136 SYCAMORE LN UNIT A | Oldsmar | FL | 34677 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J DeGregorio | |||||||
| 136 SYCAMORE LN | Oldsmar | FL | 34677 | NONE | I | Emergency Hardship Assistance | $1,800 |
| J Vandohart | |||||||
| 472 JOE JONES LN | Wiley | GA | 30581 | NONE | I | Emergency Hardship Assistance | $1,800 |
| J Anderson | |||||||
| 146 PLEASANT DR | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Coffeen | |||||||
| 743 REBEL RIDGE RD | Otto | NC | 28763 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Velasco | |||||||
| 600 STARKEY RD | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Purshock | |||||||
| 162 HORSESHOE LAKE RD | Longcreek | SC | 29658 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Bonthi-Miranda | |||||||
| 21 N EVERGREEN AVE | Clearwater | FL | 33755 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Fernandez-Lara | |||||||
| 455 MEHLENBACHER RD | Belleair Bluffs | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| J Nopal-Maye | |||||||
| 1323 PIERCE ST | Clearwater | FL | 33756 | NONE | I | Emergency Hardship Assistance | $1,200 |
| K Dixon | |||||||
| 240 BELMONT DR | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| K Mullinax | |||||||
| 251 SHAKESPEARE DR UNIT 322 | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| K Silhous | |||||||
| 129 BOWIE LN | Dillard | GA | 30537 | NONE | I | Emergency Hardship Assistance | $1,200 |
| K Keller | |||||||
| 100 ROTHELL RD FXD | Teccoa | GA | 30577 | NONE | I | Emergency Hardship Assistance | $1,800 |
| K Nickerson | |||||||
| 555 BELCHER RD S APT J204 | Largo | FL | 33771 | NONE | I | Emergency Hardship Assistance | $1,200 |
| K Beck | |||||||
| 1856 HWY 76 W | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| K Wheeler | |||||||
| 2664 N MACMULLEN BOOTH RD | Clearwater | FL | 33761 | NONE | I | Emergency Hardship Assistance | $1,800 |
| L Baumgardner | |||||||
| 1551 HIGH BLUFF DR | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| L Soto | |||||||
| PO BOX 172 | Dillard | GA | 30537 | NONE | I | Emergency Hardship Assistance | $1,800 |
| L Diego | |||||||
| 80 DRY POND RD | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| L Lopez-Pinto | |||||||
| 221 LAKE AVE NE | Largo | FL | 33771 | NONE | I | Emergency Hardship Assistance | $1,200 |
| L Clark | |||||||
| 117 ROGERS ST | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Miller | |||||||
| 1631 BELMOND DR | Clearwater | FL | 33756 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Morgan | |||||||
| 102 HEAD | Long Creek | SC | 29658 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Peck | |||||||
| 325 BAILEY RD BOX 8 | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Townsend | |||||||
| 88 JAGUAR LN | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Thurmond | |||||||
| 1574 WARWOMAN RD | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| M Groom | |||||||
| 230 CLEAR STREAM RD | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $2,400 |
| M Milo | |||||||
| 730 14TH AVE SW | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| M Leppert | |||||||
| 616 TIMBER BAY CIR W | Oldsmar | FL | 34677 | NONE | I | Emergency Hardship Assistance | $1,200 |
| N Cruz-Martinez | |||||||
| 601 ROSERY RD NE | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| O Calderon-Lara | |||||||
| 1631 BELMOND DR | Clearwater | FL | 33756 | NONE | I | Emergency Hardship Assistance | $1,200 |
| PATRIOT PAWS SERVICE DOGS | |||||||
| 254 RANCH TRL | ROCKWALL | TX | 75032 | N/A | PC | General and Unrestricted | $35,000 |
| R Thacker | |||||||
| 41 KACEYS LN | Helen | GA | 30545 | NONE | I | Emergency Hardship Assistance | $1,800 |
| R Velazco-Mendoza | |||||||
| 600 STARKEY RD | Largo | FL | 33771 | NONE | I | Emergency Hardship Assistance | $1,200 |
| Samantha Martinez | |||||||
| 222 CRISER HALL PO BOX 114000 UNIVE | Gainesville | FL | 32611 | none | I | COLLEGE TUITION AND RELATED EXPENSES | $14,564 |
| S Watson | |||||||
| 935 EASTERN AVE | Fall River | MA | 02723 | NONE | I | Emergency Hardship Assistance | $1,200 |
| S Texis-Algredo | |||||||
| 200 JOHN ENGLISH DR | Clayton | GA | 30525 | NONE | I | Emergency Hardship Assistance | $1,800 |
| S Hernandez | |||||||
| 1456 10TH ST NW | Largo | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| S Calderon-Lara | |||||||
| 455 MEHLENBACHER RD | Belleair Bluffs | FL | 33770 | NONE | I | Emergency Hardship Assistance | $1,200 |
| S Huff | |||||||
| 228 VARNES LN UNIT 1 | Lakemont | GA | 30552 | NONE | I | Emergency Hardship Assistance | $1,200 |
| S Panek | |||||||
| 9552 TARA CAY COURT | Seminole | FL | 33776 | NONE | I | Emergency Hardship Assistance | $1,200 |
| S Klees | |||||||
| 1539 NEBRASKA AVE | Palm Harbor | FL | 34683 | NONE | I | Emergency Hardship Assistance | $1,800 |
| Stephanie Dodson | |||||||
| 600 W COLLEGE AVE | Tallahasee | FL | 32306 | none | I | COLLEGE TUITION AND RELATED EXPENSES | $19,671 |
| T Kidwell | |||||||
| 101 S BAYSHORE BLVD UNIT 36 | Safety Harbor | FL | 34695 | NONE | I | Emergency Hardship Assistance | $4,000 |
| Taylor Sides Kidwell | |||||||
| 1 UNIVERSITY BLVD | St Augustine | FL | 32611 | NONE | I | COLLEGE TUITION AND RELATED EXPENSES | $16,091 |
| T Barry | |||||||
| 3074 OLD 441 S | Tiger | GA | 30576 | NONE | I | Emergency Hardship Assistance | $1,800 |
| T Windham | |||||||
| 391 W MAIN ST | Franklin | NC | 28734 | NONE | I | Emergency Hardship Assistance | $1,200 |
| V Warner | |||||||
| 10953 109TH WAY N | Largo | FL | 33778 | NONE | I | Emergency Hardship Assistance | $1,200 |
| V Scafiti | |||||||
| 4577 OLD 441 S | Tiger | GA | 30576 | NONE | I | Emergency Hardship Assistance | $3,500 |
| T Haupricht | |||||||
| 3653 Cascade Drive | Clearwater | FL | 35761 | NONE | I | Emergency Hardship Assistance | $800 |
| J Goldsmith | |||||||
| 2947 Pinewood Run | Palm Harbor | FL | 34684 | NONE | I | Emergency Hardship Assistance | $800 |
| A Gasse | |||||||
| 157 Cypress Lane | Oldsmar | FL | 34677 | NONE | I | Emergency Hardship Assistance | $800 |
| M Sides | |||||||
| 975 Mandalay Ave | clearwater | FL | 33767 | NONE | I | Emergency Hardship Assistance | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,244 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Hein Mark | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2803 Gulf To Bay Blvd Unit 510 | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $651,334 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | THE BLACKSTONE GROUP INC CL A BX, 5600 sh. | $300,608 | 2020-08-18 |
| 1 | BROADCOM INC AVGO, 230 sh. | $89,584 | 2020-11-24 |
| 1 | THE BLACKSTONE GROUP INC CL A BX, 2100 sh. | $130,778 | 2020-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $1,624 | Amt |
| Disbursements Charitable Prps | $1,624 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (121 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $5,884 | $6,817 |
| ABBVIE INC | $32,195 | $41,789 |
| AMC NETWORKS INC | $8,882 | $6,725 |
| AMER INTERNATIONAL GROUP INC | $13,009 | $9,616 |
| AMERICAN ELECTRIC POWER INC | $12,484 | $12,407 |
| AMERICAN TOWER REIT INC | $11,278 | $12,345 |
| AMGEN INC | $4,995 | $5,748 |
| APOLLO GLOBAL MANAGEMENT, INC | $9,713 | $11,804 |
| APPLE INC | $249,375 | $518,046 |
| APPLIED MATERIALS INC | $325,948 | $503,009 |
| AT&T, INC | $29,702 | $26,430 |
| AUTODESK, INC | $63,833 | $105,648 |
| BANK OF AMERICA CORP | $15,220 | $15,246 |
| BAXTER INTERNATIONAL INC | $9,231 | $8,470 |
| BCE INC | $22,798 | $21,486 |
| BECTON DICKINSON & CO | $10,709 | $11,760 |
| BIOGEN INC | $37,123 | $37,953 |
| BLACKROCK INC | $98,063 | $146,103 |
| BOSTON PPTYS INC | $5,263 | $5,577 |
| BRISTOL-MYERS SQUIBB CO | $8,837 | $9,491 |
| BRITISH AMERICAN TOBACCO PLC | $21,784 | $22,382 |
| BROADCOM INC | $40,482 | $56,045 |
| CAN IMPERIAL BK OF COMMERCE | $27,308 | $27,949 |
| CERENCE INC | $837 | $5,627 |
| CHEVRON CORP | $31,111 | $23,562 |
| CISCO SYSTEMS INC | $193,305 | $194,061 |
| CITIGROUP INC | $13,082 | $12,677 |
| CITRIX SYSTEMS INC | $24,114 | $26,540 |
| COMCAST CORP | $53,397 | $64,347 |
| CREE, INC | $7,700 | $17,262 |
| CROWN CASTLE INTL | $8,463 | $8,437 |
| DISCOVERY INC (FORMERLY DISC C | $14,214 | $16,489 |
| DOLBY LABORATORIES | $12,976 | $19,135 |
| DOMINION ENERGY INC | $12,745 | $12,333 |
| DUKE ENERGY CO | $18,796 | $19,502 |
| EATON CORP PLC | $6,005 | $7,088 |
| ECOLAB INC | $12,039 | $13,847 |
| EDISON INTL | $11,407 | $10,177 |
| ENBRIDGE INC | $28,073 | $24,568 |
| EXXON MOBIL CORP | $33,436 | $18,838 |
| FIREEYE INC | $9,301 | $16,442 |
| FREEPORT-MCMORAN COPPER & GOLD | $7,121 | $16,445 |
| GENERAL MILLS INC | $12,049 | $11,466 |
| GILEAD SCIENCES INC | $24,346 | $21,789 |
| GUARDANT HEALTH INC | $11,559 | $20,234 |
| HOME DEPOT INC | $335,104 | $388,777 |
| HUNTINGTON BANCSHARES INC | $16,069 | $14,663 |
| IMMUNOGEN, INC | $1,990 | $3,838 |
| INTEL CORP | $117,644 | $101,047 |
| INTERNATIONAL BUSINESS MACHINE | $11,055 | $11,329 |
| INTERNATIONAL PAPER CO | $5,502 | $5,966 |
| IONIS PHARMACEUTICALS INC | $22,930 | $21,203 |
| JOHNSON & JOHNSON | $285,178 | $333,931 |
| JOHNSON CONTROLS INTERNATIONAL | $22,619 | $26,323 |
| JP MORGAN CHASE | $373,547 | $368,492 |
| KEYCORP | $102,689 | $89,719 |
| KIMBERLY CLARK CORP | $6,182 | $5,798 |
| KLA TENCOR CORP | $148,179 | $223,867 |
| L3HARRIS TECHNOLOGIES | $23,365 | $24,006 |
| LIBERTY BROADBAND CORPORATION | $1,524 | $2,364 |
| LIBERTY BROADBAND CORP K | $3,715 | $5,701 |
| LIBERTY MEDIA CORP - SER A | $532 | $532 |
| LIBERTY MEDIA CORP - SER C | $903 | $980 |
| LIBERTY SIRIUS XM CORP - SER C | $5,880 | $6,352 |
| LIBERTY SIRIUS XM GROUP - SER | $2,986 | $3,239 |
| LINDE PLC COM | $12,184 | $17,392 |
| LIONS GATE ENTERTAINMENT CORP | $4,329 | $4,090 |
| MASTERCARD INC | $16,751 | $22,142 |
| MEDTRONIC PLC | $8,368 | $10,777 |
| MERCK & CO INC | $310,668 | $305,622 |
| METLIFE INC | $11,585 | $11,362 |
| MICROSOFT CORP | $284,634 | $423,676 |
| MONDELEZ INTERNATIONAL INC | $12,526 | $14,267 |
| NATIONAL GRID TRANSCO PLC | $16,544 | $17,709 |
| NATL OILWELL VARCO | $15,507 | $8,993 |
| NESTLE S.A | $13,763 | $16,492 |
| NEXTERA ENERGY, INC | $7,391 | $11,264 |
| NORTHROP GRUMMAN CORP | $7,454 | $7,618 |
| NOW INC | $10,262 | $7,008 |
| NUANCE COMMUNICATIONS, INC | $5,598 | $15,608 |
| NUCOR CP | $17,398 | $16,542 |
| ORACLE CORP | $6,207 | $6,922 |
| OTIS WORLDWIDE CORP | $4,719 | $4,864 |
| PENTAIR INC. COM | $7,351 | $10,087 |
| PEPSICO INC | $15,391 | $17,499 |
| PFIZER INC | $35,864 | $35,190 |
| PHILIP MORRIS INTL | $29,054 | $28,728 |
| PNC FINANCIAL GROUP INC | $19,999 | $23,095 |
| PPG INDUSTRIES INC | $13,087 | $18,172 |
| PPL CORPORATION | $11,863 | $10,547 |
| PROCTER GAMBLE CO | $13,687 | $17,532 |
| PUBLIC SVC ENTERPRISE GROUP IN | $12,625 | $14,692 |
| QURATE RETAIL INC QVC GROUP | $3,707 | $6,121 |
| RAYTHEON TECHNOLOGIES CORP | $267,982 | $209,381 |
| REGIONS FINANCIAL CORP | $10,143 | $12,251 |
| SEAGATE TECHNOLOGY | $23,432 | $29,961 |
| SEMPRA ENERGY COM | $4,629 | $4,459 |
| SOUTHERN CO | $20,588 | $22,238 |
| TC ENERGY CORPORATION | $12,571 | $10,669 |
| TE CONNECTIVITY LTD | $27,494 | $36,079 |
| TEXAS INSTRUMENTS INC | $187,746 | $262,116 |
| THE BLACKSTONE GROUP INC CL A | $446,885 | $522,627 |
| THE COCA-COLA CO | $18,198 | $19,742 |
| TRAVELERS COMPANIES INC | $12,123 | $12,914 |
| TWITTER INC | $22,714 | $37,580 |
| UNILEVER PLC AMER | $16,383 | $17,746 |
| UNION PACIFIC | $11,801 | $13,951 |
| UNITED PARCEL SERVICE | $8,521 | $13,640 |
| UNITEDHEALTH GROUP INC | $138,552 | $193,389 |
| US BANCORP | $16,811 | $14,774 |
| VERIZON COMMUNICATIONS | $37,603 | $38,246 |
| VERTEX PHARMCTLS INC | $61,135 | $65,466 |
| VISA INC | $10,823 | $14,217 |
| VODAFONE GROUP PLC | $21,500 | $20,781 |
| VULCAN MATERIALS CO | $9,750 | $10,827 |
| WALT DISNEY HOLDINGS CO | $113,002 | $140,811 |
| WASTE MANAGEMENT INC | $13,188 | $14,387 |
| WEC ENERGY GROUP, INC | $6,213 | $7,086 |
| WESTERN DIGITAL CORP | $20,608 | $23,984 |
| WILLIAMS COS | $16,093 | $12,992 |
| ZOETIS INC | $7,219 | $11,089 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $98 | LegalFeesAmt |
| Disbursements Charitable Prps | $98 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,627 | $26,627 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $61 | $61 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $368 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,748 | Amt |
| Net Investment Income | $19,748 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $2,400 | |
| 990-PF Extension for 2019 | $6,586 | |
| Foreign Tax Paid | $67 | $67 |