BENT RUDDER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: BENT RUDDER FOUNDATION (EIN 47-6701643)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-07-12
IRS object ID: 202001949349100510
Schema version: 2019v5.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-12T15:35:45-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061415579	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Capossela Cohen LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	368 Center Street	AddressLine1Txt
City	Southport	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06890	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	476701643	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Bent Rudder Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BENT	BusinessNameControlTxt
Phone	6462284235	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 130898	AddressLine1Txt
City	Tampa	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	336810898	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Craig Turnbull	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	6462284235	PhoneNum
Signature	2020-07-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Nathaniel S Yordon CPA	PreparerPersonNm
PTIN	P00045695	PTIN
Phone	2032547000	PhoneNum
Preparation	2020-07-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	24.89.170.50	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-07-12	IPDt
IP Tm	14:06:40	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7CF353938A56F553BBBD019A9A98D971300C0B1A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D8DDB8944FA0731FF5762AF612202D7DA3C8934C	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$927,866	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	$18	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$18	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$24,728	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,728	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$81,489	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$937,220	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$81,489	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$106,235	TotalRevAndExpnssAmt
Total Net Invst Incm	$106,235	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	$2,250	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,250	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$136	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$54	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$82	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,386	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,304	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$82	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$50,842	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$50,842	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$53,228	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,304	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$50,924	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$53,007	ExcessRevenueOverExpensesAmt
Net Investment Income	$103,931	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,238	CashBOYAmt
Cash EOY	$3,187	CashEOYAmt
Cash EOYFMV	$3,187	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$361,930	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$518,040	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$518,040	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$550,234	CorporateStockBOYAmt
Corporate Stock EOY	$352,628	CorporateStockEOYAmt
Corporate Stock EOYFMV	$297,161	CorporateStockEOYFMVAmt
Other Investments BOY	$0	OtherInvestmentsBOYAmt
Other Investments EOY	$99,740	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$109,478	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$919,402	TotalAssetsBOYAmt
Total Assets EOY	$973,595	TotalAssetsEOYAmt
Total Assets EOYFMV	$927,866	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,000,000	CapitalStockBOYAmt
Capital Stock EOY	$1,000,000	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$80,598	RetainedEarningBOYAmt
Retained Earning EOY	-$26,405	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$919,402	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$973,595	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$919,402	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$973,595	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$919,402	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$53,007	ExcessRevenueOverExpensesAmt
Other Increases	$1,412	OtherIncreasesAmt
Subtotal	$973,821	SubtotalAmt
Other Decreases	$226	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$973,595	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Charles Schwab	P	$704,876	$658,428	$46,448	$46,448
Charles Schwab	P	$231,380	$197,303	$34,077	$34,077
Capital Gains Dividends	P	$964		$964	$964

Field	Value	IRS element (for citing)
Capital Gain Net Income	$81,489	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$45,082	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$899,590	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.050114	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$45,701	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$922,437	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049544	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$46,693	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$974,425	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.047919	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$5,767	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$982,579	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.005869	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$0	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$985,000	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.153446	TotalDistributionRt
Average Distribution	0.030689	AverageDistributionRt
Net Vl Noncharitable Assets	$880,504	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$27,022	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,039	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$28,061	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$50,924	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$1,039	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,039	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,039	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$7	EsPenaltyAmt
Tax Due	$1,046	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
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	www.thebentrudder.com	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	The Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6462284235	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 130898	AddressLine1Txt
City	Tampa	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	336810898	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 (2 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
Craig Turnbull
4915 W Bay Way Dr	Tampa	FL	33629	Trustee	1.00	$0	$0	$0
Gregory Sack
4939 W Bay Way Drive	Tampa	FL	33629	Trustee	1.00	$0	$0	$0

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$456,542	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$437,371	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$893,913	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$893,913	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,409	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$880,504	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$44,025	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$44,025	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,039	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,039	TotalTaxAmt
Distributable Before Adj	$42,986	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$42,986	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$42,986	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$50,924	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$50,924	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,039	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$49,885	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$42,986	DistributableAsAdjustedAmt
Undistributed Income PY	$44,754	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$50,924	QualifyingDistributionsAmt
Applied To Year1	$44,754	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$6,170	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$36,816	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	Craig Turnbull	ContributingManagerNm
Contributing Manager	Gregory Sack	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Bent Rudder Foundation	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 130898	AddressLine1Txt
City	Tampa	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	336810898	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6462284325	RecipientPhoneNum
Form And Info And Materials	Must submit scholarship application form with required attachments including copy of official transcripts, copy of SAT or ACT scores, copy of school admission letter, signed personal statements, the Free Application for Federal Student Aid(FAFSA) and a copy of parent/guardian Federal Income tax return. For scholarship renewals must submit a letter requesting continuation of scholarship, a copy of final grades, FAFSA, tax returns and any information on additional scholarships or awards.	FormAndInfoAndMaterialsTxt
Submission Deadlines	Postmarked on or prior to April 1.	SubmissionDeadlinesTxt
Restrictions On Awards	Applicant must have a cummulative unweighted GPA between 2.5 and 4.0, must have a minimum SAT score of 1,000 or minimum ACT score of 24.	RestrictionsOnAwardsTxt

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
Celester Freeman
10032 Apollo Bay Way	Highlands Ranch	CO	801306841	None	N/A	Scholarship support - Fort Lewis College	$14,794
Devin Knight
11901 10th Way N 4312	St Petersburg	FL	33716	None	N/A	Scholarship support - Univ. of Colorado	$2,752
Will McCarty
6570 26th Street North	St Petersburg	FL	33702	None	N/A	Scholarship support - Univ. of Southern Florida	$20,500
Emma Morrison
4915 W Bay Way Dr	Tampa	FL	33629	None	N/A	Scholarship support - College of Charlston	$9,278
Prissy Cedeno
501 116th Ave N Apt 230	St Petersburg	FL	33716	None	N/A	Scholarship support - Univ. of Southern Florida	$3,518

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$50,842	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	$18	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,728	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$81,489	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$106,235	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$106,235	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	$2,250	Amt
Net Investment Income	$2,250	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
2,708 BP PLC	$100,015	$102,200
8,152 Ford Motor Company	$99,982	$75,814
3,000 General Electric Co	$53,240	$33,480
2,688 Iron Mountain US Holding	$99,391	$85,667

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	4,300 MPLX LP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$99,740	BookValueAmt
EOYFMV	$109,478	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Federal taxes	Desc
Amt	$226	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR Fees	$54	$54	$0
PO Box	$82	$0	$82

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Nondividend distributions	Desc
Amt	$1,412	Amt