SKY HARBOR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SKY HARBOR FOUNDATION INC (EIN 47-1968649)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102311
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26C29E5F40912E873B4E7A5785B2430321D944C | 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 | $5,828,938 | 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 | $5,464,765 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,509,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,761 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,761 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,946 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,561 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,454 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,121 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,280,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $151,193 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,193 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $5,329,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,677,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,480,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,828,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning EOY | $5,480,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,480,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,480,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,280,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200,276 | OtherIncreasesAmt |
| Subtotal | $5,480,330 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,480,330 | 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 | $824,236 | GrossSalesPriceAmt |
| Cost Or Other Basis | $515,937 | CostOrOtherBasisAmt |
| Gain Or Loss | $308,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $308,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $250,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,350 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.485483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.486022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,146 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.811217 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,549 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,006 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.721902 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.0317 | DistributionYr5Rt |
| Total Distribution | 5.536324 | TotalDistributionRt |
| Average Distribution | 1.107265 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,818,079 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,013,095 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,016,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,121 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,742 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,742 | SubtotalAmt |
| Tax Based On Investment Income | $6,742 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $6,586 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,586 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $164 | TaxDueAmt |
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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 |
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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Bruce H Bokor | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Betty Hawkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $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 | $1,692,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,845,765 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,845,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,818,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,742 | TotalTaxAmt |
| Distributable Before Adj | $84,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $84,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,121 | 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 | $218,121 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $218,121 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,162 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $49,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,696 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $92,842 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $441,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,121 | QualifyingDistributionsAmt |
| Applied To Current Year | $84,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $575,149 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $525,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,034 | ExcessFromYear4Amt |
| Excess From Year3 | $33,696 | ExcessFromYear3Amt |
| Excess From Year2 | $92,842 | ExcessFromYear2Amt |
| Excess From Year1 | $242,261 | ExcessFromYear1Amt |
| Excess From Current Year | $133,959 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLOTHES TO KIDS INC | |||||||
| 1059 N HERCULES AVE | CLEARWATER | FL | 33765 | N/A | PC | General & Unrestricted | $118,204 |
| Delores Grace Johnson | |||||||
| 40 TIGER SPRINGS COURT | Tiger | GA | 30576 | NONE | I | College Tuition and Related Expenses | $128 |
| ECKERD YOUTH ALTERNATIVES INC | |||||||
| 100 N STARCREST DR | CLEARWATER | FL | 33765 | N/A | PC | General & Unrestricted | $25,000 |
| Samantha Martinez | |||||||
| 222 CRISER HALL PO BOX 114000 UNIVE | Gainesville | FL | 32611 | NONE | I | COLLEGE TUITION AND RELATED EXPENSES | $11,699 |
| Stephanie Dodson | |||||||
| 600 W COLLEGE AVE | Tallahasee | FL | 32306 | NONE | I | COLLEGE TUITION AND RELATED EXPENSES | $14,921 |
| Taylor Sides Kidwell | |||||||
| 1 UNIVERSITY BLVD | St Augustine | FL | 32611 | NONE | I | College Tuition and Related Expenses | $40,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,449 | 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 | $156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,416 | 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 | $4,620 | 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 | $45,192 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,192 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Hawkins Betty | |||||||
| 1 | 2803 Gulf to Bay Blvd Unit 510 | Clearwater | FL | 33759 | $5,134,542 | Yes (X) | Yes (X) |
| Hein Mark | |||||||
| 2 | 1944 Levine Lane | Clearwater | FL | 33760 | $330,223 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (173 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALLERGAN PLC AGN, 93 sh. | $13,321 | 2019-05-07 |
| 1 | AMC NETWORKS INC AMCX, 82 sh. | $4,647 | 2019-05-07 |
| 1 | FREEPORT-MCMORAN COPPER & GOLD INC FCX, 893 sh. | $10,301 | 2019-05-07 |
| 1 | GCI LIBERTY, INC. GLIBA, 22 sh. | $1,310 | 2019-05-07 |
| 1 | ANADARKO PETROLEUM CORP APC*, 399 sh. | $30,170 | 2019-05-07 |
| 1 | AUTODESK, INC ADSK, 122 sh. | $20,928 | 2019-05-07 |
| 1 | BIOGEN INC BIIB, 118 sh. | $27,486 | 2019-05-07 |
| 1 | BROADCOM INC AVGO, 73 sh. | $22,387 | 2019-05-07 |
| 1 | LIBERTY BROADBAND CORPORATION LBRDA, 13 sh. | $1,289 | 2019-05-07 |
| 1 | LIBERTY BROADBAND CORPORATION K LBRDK, 63 sh. | $6,237 | 2019-05-07 |
| 1 | CREE, INC CREE, 172 sh. | $11,215 | 2019-05-07 |
| 1 | DISCOVERY INC (FORMERLY DISC COMM) - SE DISCA, 247 sh. | $7,154 | 2019-05-07 |
| 1 | DOLBY LABORATORIES DLB, 104 sh. | $6,776 | 2019-05-07 |
| 1 | FLUOR CORP FLR, 251 sh. | $7,271 | 2019-05-07 |
| 1 | LIONS GATE ENTERTAINMENT CORP B LGF-B, 137 sh. | $1,802 | 2019-05-07 |
| 1 | LOGMEIN, INC LOGM, 21 sh. | $1,700 | 2019-05-07 |
| 1 | IMMUNOGEN, INC IMGN, 150 sh. | $493 | 2019-05-07 |
| 1 | IONIS PHARMACEUTICALS INC IONS, 241 sh. | $16,825 | 2019-05-07 |
| 1 | JOHNSON CONTROLS INTERNATIONAL PLC JCI, 395 sh. | $15,500 | 2019-05-07 |
| 1 | L3 TECHNOLOGIES, INC LLL, 119 sh. | $27,197 | 2019-05-07 |
| 1 | NUCOR CP NUE, 128 sh. | $7,166 | 2019-05-07 |
| 1 | PENTAIR INC. COM PNR, 80 sh. | $3,030 | 2019-05-07 |
| 1 | LIBERTY SIRIUS XM GROUP - SER A LSXMA, 189 sh. | $7,352 | 2019-05-07 |
| 1 | LIBERTY SIRIUS XM CORP - SER C LSXMK, 272 sh. | $10,687 | 2019-05-07 |
| 1 | LIBERTY MEDIA CORPORATION - SER A FWONA, 14 sh. | $522 | 2019-05-07 |
| 1 | LIBERTY MEDIA CORPORATION - SER C FWONK, 78 sh. | $2,973 | 2019-05-07 |
| 1 | UNITEDHEALTH GROUP INC UNH, 162 sh. | $38,844 | 2019-05-07 |
| 1 | VERTEX PHARMCTLS INC VRTX, 90 sh. | $15,434 | 2019-05-07 |
| 1 | MEDTRONIC PLC MDT, 108 sh. | $9,668 | 2019-05-07 |
| 1 | NATL OILWELL VARCO NOV, 201 sh. | $5,100 | 2019-05-07 |
| 1 | NOW INC DNOW, 342 sh. | $5,031 | 2019-05-07 |
| 1 | NUANCE COMMUNICATIONS, INC NUAN, 284 sh. | $4,795 | 2019-05-07 |
| 1 | WESTERN DIGITAL CORP WDC, 215 sh. | $10,334 | 2019-05-07 |
| 1 | CITRIX SYSTEMS INC CTXS, 124 sh. | $12,083 | 2019-05-07 |
| 1 | COMCAST CORP CMCSA, 975 sh. | $41,672 | 2019-05-07 |
| 1 | QURATE RETAIL INC QVC GROUP QRTEA, 258 sh. | $4,398 | 2019-05-07 |
| 1 | SEAGATE TECHNOLOGY STX, 455 sh. | $22,152 | 2019-05-07 |
| 1 | TE CONNECTIVITY LTD TEL, 281 sh. | $25,935 | 2019-05-07 |
| 1 | TWITTER INC TWTR, 742 sh. | $29,038 | 2019-05-07 |
| 1 | AT&T, INC T, 152 sh. | $4,611 | 2019-05-08 |
| 1 | BANK OF AMERICA CORP BAC, 475 sh. | $14,198 | 2019-05-08 |
| 1 | 3M CO MMM, 34 sh. | $6,104 | 2019-05-08 |
| 1 | ABBVIE INC ABBV, 246 sh. | $19,214 | 2019-05-08 |
| 1 | ALTRIA GROUP INC MO, 266 sh. | $13,937 | 2019-05-08 |
| 1 | BRITISH AMERICAN TOBACCO PLC BTI, 361 sh. | $13,285 | 2019-05-08 |
| 1 | CAN IMPERIAL BK OF COMMERCE CM, 150 sh. | $12,479 | 2019-05-08 |
| 1 | AMERICAN TOWER REIT INC AMT, 56 sh. | $10,743 | 2019-05-08 |
| 1 | ANHEUSER BUSCH COS INC BUD, 84 sh. | $7,139 | 2019-05-08 |
| 1 | APPLE INC AAPL, 59 sh. | $12,009 | 2019-05-08 |
| 1 | AT&T, INC T, 678 sh. | $20,567 | 2019-05-08 |
| 1 | COMCAST CORP CMCSA, 268 sh. | $11,433 | 2019-05-08 |
| 1 | CROWN CASTLE INTL CCI, 151 sh. | $18,718 | 2019-05-08 |
| 1 | BANK NEW YORK MELLON CORP COM BK, 165 sh. | $7,955 | 2019-05-08 |
| 1 | BCE INC BCE, 374 sh. | $16,650 | 2019-05-08 |
| 1 | BLACKROCK INC BLK, 24 sh. | $11,149 | 2019-05-08 |
| 1 | BP PLC SPONSORED ADR BP, 476 sh. | $20,066 | 2019-05-08 |
| 1 | ENBRIDGE INC ENB, 191 sh. | $7,018 | 2019-05-08 |
| 1 | ENBRIDGE INC ENB, 66 sh. | $2,425 | 2019-05-08 |
| 1 | CHEVRON CORP CVX, 165 sh. | $19,460 | 2019-05-08 |
| 1 | CISCO SYSTEMS INC CSCO, 70 sh. | $3,747 | 2019-05-08 |
| 1 | THE COCA-COLA CO KO, 387 sh. | $18,586 | 2019-05-08 |
| 1 | THE COCA-COLA CO KO, 197 sh. | $9,461 | 2019-05-08 |
| 1 | GLAXOSMITHKLINE PLC GSK, 440 sh. | $17,479 | 2019-05-08 |
| 1 | HOME DEPOT INC HD, 73 sh. | $14,246 | 2019-05-08 |
| 1 | DOMINION ENERGY INC D, 264 sh. | $19,661 | 2019-05-08 |
| 1 | DOWDUPONT INC DWDP*, 145 sh. | $4,639 | 2019-05-08 |
| 1 | DUKE ENERGY CO DUK, 210 sh. | $18,587 | 2019-05-08 |
| 1 | ECOLAB INC ECL, 50 sh. | $9,017 | 2019-05-08 |
| 1 | JOHNSON & JOHNSON JNJ, 69 sh. | $9,681 | 2019-05-08 |
| 1 | KIMBERLY CLARK CORP KMB, 113 sh. | $14,310 | 2019-05-08 |
| 1 | EXXON MOBIL CORP XOM, 242 sh. | $18,599 | 2019-05-08 |
| 1 | EXXON MOBIL CORP XOM, 107 sh. | $8,223 | 2019-05-08 |
| 1 | GENERAL MILLS INC GIS, 131 sh. | $6,672 | 2019-05-08 |
| 1 | GENERAL MOTORS GM, 162 sh. | $6,231 | 2019-05-08 |
| 1 | MERCK & CO INC MRK, 199 sh. | $15,583 | 2019-05-08 |
| 1 | METLIFE INC MET, 180 sh. | $8,528 | 2019-05-08 |
| 1 | HUNTINGTON BANCSHARES INC HBAN, 698 sh. | $9,503 | 2019-05-08 |
| 1 | INTEL CORP INTC, 52 sh. | $2,596 | 2019-05-08 |
| 1 | INTERNATIONAL PAPER CO IP, 202 sh. | $9,253 | 2019-05-08 |
| 1 | INVESCO PLC IVZ, 179 sh. | $3,823 | 2019-05-08 |
| 1 | NATIONAL GRID TRANSCO PLC NGG, 258 sh. | $13,861 | 2019-05-08 |
| 1 | NESTLE S.A NSRGY, 117 sh. | $11,305 | 2019-05-08 |
| 1 | KINDER MORGAN INC KMI, 399 sh. | $7,828 | 2019-05-08 |
| 1 | LINDE PLC COM LIN, 48 sh. | $8,442 | 2019-05-08 |
| 1 | NEXTERA ENERGY, INC NEE, 40 sh. | $7,546 | 2019-05-08 |
| 1 | OCCIDENTAL PETROLEUM CORP OXY, 185 sh. | $11,112 | 2019-05-08 |
| 1 | MASTERCARD INC MA, 31 sh. | $7,615 | 2019-05-08 |
| 1 | MCDONALD'S CORP MCD, 41 sh. | $8,115 | 2019-05-08 |
| 1 | MICROSOFT CORP MSFT, 97 sh. | $12,179 | 2019-05-08 |
| 1 | MONDELEZ INTERNATIONAL INC MDLZ, 186 sh. | $9,480 | 2019-05-08 |
| 1 | AMER INTERNATIONAL GROUP INC AIG, 160 sh. | $8,145 | 2019-05-08 |
| 1 | AMERICAN ELECTRIC POWER INC AEP, 62 sh. | $5,209 | 2019-05-08 |
| 1 | VERIZON COMMUNICATIONS VZ, 96 sh. | $5,422 | 2019-05-08 |
| 1 | VISA INC V, 58 sh. | $9,315 | 2019-05-08 |
| 1 | VODAFONE GROUP PLC VOD, 499 sh. | $9,094 | 2019-05-08 |
| 1 | VULCAN MATERIALS CO VMC, 55 sh. | $7,135 | 2019-05-08 |
| 1 | WEC ENERGY GROUP, INC WEC, 144 sh. | $11,203 | 2019-05-08 |
| 1 | WELLTOWER INC. WELL, 143 sh. | $10,839 | 2019-05-08 |
| 1 | WILLIAMS COS WMB, 340 sh. | $9,296 | 2019-05-08 |
| 1 | ZOETIS INC ZTS, 73 sh. | $7,424 | 2019-05-08 |
| 1 | PEPSICO INC PEP, 118 sh. | $14,850 | 2019-05-08 |
| 1 | PFIZER INC PFE, 223 sh. | $9,084 | 2019-05-08 |
| 1 | PHILIP MORRIS INTL PM, 290 sh. | $24,347 | 2019-05-08 |
| 1 | PHILLIPS 66 PSX, 82 sh. | $7,072 | 2019-05-08 |
| 1 | PNC FINANCIAL GROUP INC PNC, 64 sh. | $8,471 | 2019-05-08 |
| 1 | PNC FINANCIAL GROUP INC PNC, 36 sh. | $4,765 | 2019-05-08 |
| 1 | QUALCOMM INC QCOM, 60 sh. | $5,095 | 2019-05-08 |
| 1 | RAYTHEON CO RTN, 53 sh. | $9,464 | 2019-05-08 |
| 1 | SCHLUMBERGER LTD SLB, 147 sh. | $5,918 | 2019-05-08 |
| 1 | SOUTHERN CO SO, 309 sh. | $16,246 | 2019-05-08 |
| 1 | PPG INDUSTRIES INC PPG, 100 sh. | $11,405 | 2019-05-08 |
| 1 | PPL CORPORATION PPL, 449 sh. | $13,771 | 2019-05-08 |
| 1 | US BANCORP USB, 160 sh. | $8,402 | 2019-05-08 |
| 1 | UNION PACIFIC UNP, 50 sh. | $8,793 | 2019-05-08 |
| 1 | PROCTER GAMBLE CO PG, 97 sh. | $10,182 | 2019-05-08 |
| 1 | PROCTER GAMBLE CO PG, 85 sh. | $8,922 | 2019-05-08 |
| 1 | REALTY INCOME CORP O, 78 sh. | $5,246 | 2019-05-08 |
| 1 | REGIONS FINANCIAL CORP RF, 176 sh. | $2,645 | 2019-05-08 |
| 1 | VENTAS INC VTR, 202 sh. | $12,408 | 2019-05-08 |
| 1 | VERIZON COMMUNICATIONS VZ, 329 sh. | $18,580 | 2019-05-08 |
| 1 | SYSCO CORP SYY, 106 sh. | $7,728 | 2019-05-08 |
| 1 | TEXAS INSTRUMENTS INC TXN, 65 sh. | $7,385 | 2019-05-08 |
| 1 | TOTAL FINA ELF S.A TOT, 185 sh. | $9,732 | 2019-05-08 |
| 1 | TRAVELERS COMPANIES INC TRV, 42 sh. | $5,964 | 2019-05-08 |
| 1 | WALT DISNEY HOLDINGS CO DIS, 88 sh. | $11,836 | 2019-05-08 |
| 1 | WASTE MANAGEMENT INC WM, 93 sh. | $9,753 | 2019-05-08 |
| 1 | UNITED PARCEL SERVICE UPS, 134 sh. | $13,728 | 2019-05-08 |
| 1 | UNITED PARCEL SERVICE UPS, 90 sh. | $9,220 | 2019-05-08 |
| 1 | UNITED TECHNOLOGIES CORP UTX, 65 sh. | $8,888 | 2019-05-08 |
| 1 | UNITEDHEALTH GROUP INC UNH, 23 sh. | $5,478 | 2019-05-08 |
| 1 | APPLE INC AAPL, 863 sh. | $222,011 | 2019-11-05 |
| 1 | APPLIED MATERIALS INC AMAT, 5806 sh. | $324,730 | 2019-11-05 |
| 1 | HOME DEPOT INC HD, 1326 sh. | $308,421 | 2019-11-05 |
| 1 | JP MORGAN CHASE JPM, 2810 sh. | $364,092 | 2019-11-05 |
| 1 | KLA TENCOR CORP KLAC, 808 sh. | $140,087 | 2019-11-05 |
| 1 | BLACKROCK INC BLK, 216 sh. | $105,976 | 2019-11-18 |
| 1 | INTEL CORP INTC, 2016 sh. | $116,978 | 2019-11-18 |
| 1 | JOHNSON & JOHNSON JNJ, 2010 sh. | $269,692 | 2019-11-18 |
| 1 | KEYCORP KEY, 5375 sh. | $101,695 | 2019-11-18 |
| 1 | MERCK & CO INC MRK, 3189 sh. | $268,944 | 2019-11-18 |
| 1 | MICROSOFT CORP MSFT, 1666 sh. | $249,508 | 2019-11-18 |
| 1 | RAYTHEON CO RTN, 1104 sh. | $241,163 | 2019-11-18 |
| 1 | CISCO SYSTEMS INC CSCO, 3855 sh. | $172,762 | 2019-11-18 |
| 1 | WALT DISNEY HOLDINGS CO DIS, 691 sh. | $101,138 | 2019-11-18 |
| 1 | TEXAS INSTRUMENTS INC TXN, 1510 sh. | $177,772 | 2019-11-18 |
| 1 | BAXTER INTERNATIONAL INC BAX, 834 sh. | $67,858 | 2019-11-18 |
| 1 | CHEVRON CORP CVX, 1532 sh. | $182,415 | 2019-11-18 |
| 1 | ROCHE HOLDING LTD ADR RHHBY, 5690 sh. | $213,546 | 2019-11-18 |
| 2 | BAXTER INTERNATIONAL INC BAX, 105 sh. | $9,185 | 2019-08-21 |
| 2 | AT&T, INC T, 234 sh. | $8,216 | 2019-08-21 |
| 2 | TARGET CORPORATION TGT, 60 sh. | $6,045 | 2019-08-21 |
| 2 | UNILEVER PLC AMER UL, 185 sh. | $11,456 | 2019-08-21 |
| 2 | US BANCORP USB, 149 sh. | $7,734 | 2019-08-21 |
| 2 | CARNIVAL CORP CCL, 116 sh. | $5,309 | 2019-08-21 |
| 2 | ALCON INC ALC, 22 sh. | $1,337 | 2019-08-21 |
| 2 | CORTEVA INC CTVA, 46 sh. | $1,409 | 2019-08-21 |
| 2 | GOLDMAN SACHS GROUP GS, 42 sh. | $8,467 | 2019-08-21 |
| 2 | KLA TENCOR CORP KLAC, 52 sh. | $7,361 | 2019-08-21 |
| 2 | LOCKHEED MARTIN CORP LMT, 22 sh. | $8,399 | 2019-08-21 |
| 2 | RAYTHEON CO RTN, 37 sh. | $6,833 | 2019-08-21 |
| 2 | STANLEY BLACK & DECKER INC SWK, 52 sh. | $7,184 | 2019-08-21 |
| 2 | STARWOOD PROPERTY TRUST INC STWD, 310 sh. | $7,355 | 2019-08-21 |
| 2 | AMERICAN HOMES 4 RENT AMH, 110 sh. | $2,768 | 2019-08-21 |
| 2 | BLACKROCK INC BLK, 23 sh. | $9,718 | 2019-08-21 |
| 2 | CITIGROUP INC C, 204 sh. | $12,977 | 2019-08-21 |
| 2 | CHUBB LIMITED CB, 37 sh. | $5,728 | 2019-08-21 |
| 2 | UNITEDHEALTH GROUP INC UNH, 336 sh. | $94,441 | 2019-12-06 |
| 2 | VERTEX PHARMCTLS INC VRTX, 75 sh. | $16,688 | 2019-12-06 |
| 2 | AUTODESK, INC ADSK, 225 sh. | $40,123 | 2019-12-06 |
| 2 | APPLE INC AAPL, 53 sh. | $14,855 | 2019-12-17 |
| 2 | HOME DEPOT INC HD, 51 sh. | $11,101 | 2019-12-17 |
| 2 | MASTERCARD INC MA, 26 sh. | $7,700 | 2019-12-17 |
| 2 | MICROSOFT CORP MSFT, 115 sh. | $17,834 | 2019-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $350 | Amt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (131 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $7,500 | $7,410 |
| ABBVIE INC | $29,751 | $32,848 |
| ALCON INC | $1,337 | $1,245 |
| ALLERGAN PLC | $29,084 | $38,808 |
| ALTRIA GROUP INC | $10,694 | $10,431 |
| AMC NETWORKS INC | $8,314 | $6,755 |
| AMCOR LTD ORD SHS | $6,704 | $6,612 |
| AMER INTERNATIONAL GROUP INC | $12,300 | $12,165 |
| AMERICAN TOWER REIT INC | $12,530 | $14,479 |
| AMGEN INC | $6,884 | $8,196 |
| ANHEUSER BUSCH COS INC | $16,125 | $15,916 |
| APOLLO GLOBAL MANAGEMENT, INC | $8,080 | $9,590 |
| APPLE INC | $251,351 | $289,833 |
| APPLIED MATERIALS INC | $324,730 | $354,398 |
| AT&T, INC | $37,918 | $45,059 |
| AUTODESK, INC | $61,471 | $64,394 |
| BANK OF AMERICA CORP | $17,491 | $20,392 |
| BAXTER INTERNATIONAL INC | $9,185 | $8,780 |
| BCE INC | $22,798 | $23,268 |
| BIOGEN INC | $33,588 | $42,136 |
| BLACKROCK INC | $116,483 | $120,933 |
| BP PLC SPONSORED ADR | $29,353 | $26,946 |
| BRITISH AMERICAN TOBACCO PLC | $9,194 | $10,573 |
| BROADCOM INC | $31,505 | $34,130 |
| CAN IMPERIAL BK OF COMMERCE | $27,308 | $27,206 |
| CERENCE INC | $3,617 | $5,273 |
| CHEVRON CORP | $26,257 | $26,753 |
| CISCO SYSTEMS INC | $185,545 | $197,883 |
| CITIGROUP INC | $12,977 | $16,298 |
| CITRIX SYSTEMS INC | $12,176 | $13,530 |
| COMCAST CORP | $69,596 | $72,267 |
| CREE, INC | $15,909 | $13,476 |
| DISCOVERY INC (FORMERLY DISC C | $9,781 | $10,902 |
| DOLBY LABORATORIES | $12,976 | $13,554 |
| DOMINION ENERGY INC | $23,544 | $25,591 |
| DUKE ENERGY CO | $24,862 | $25,721 |
| ECOLAB INC | $9,858 | $10,421 |
| EDISON INTL | $8,693 | $9,049 |
| ENBRIDGE INC | $22,647 | $24,538 |
| EXXON MOBIL CORP | $42,116 | $39,705 |
| FIREEYE INC | $7,398 | $8,414 |
| FLUOR CORP | $14,551 | $9,289 |
| FREEPORT-MCMORAN COPPER & GOLD | $17,704 | $20,336 |
| GCI LIBERTY, INC. | $2,007 | $2,338 |
| GILEAD SCIENCES INC | $19,138 | $18,974 |
| GLAXOSMITHKLINE PLC | $24,164 | $27,818 |
| GOLDMAN SACHS GROUP | $53 | $52 |
| HOME DEPOT INC | $336,134 | $320,650 |
| HUNTINGTON BANCSHARES INC | $16,069 | $17,508 |
| IMMUNOGEN, INC | $1,990 | $3,040 |
| INTEL CORP | $120,013 | $124,249 |
| INTERNATIONAL PAPER CO | $9,670 | $9,717 |
| INVESCO PLC | $8,090 | $7,228 |
| IONIS PHARMACEUTICALS INC | $22,930 | $21,144 |
| JOHNSON & JOHNSON | $285,460 | $309,828 |
| JOHNSON CONTROLS INTERNATIONAL | $22,619 | $23,001 |
| JP MORGAN CHASE | $364,091 | $391,713 |
| KEYCORP | $101,695 | $108,790 |
| KIMBERLY CLARK CORP | $7,028 | $7,565 |
| KINDER MORGAN INC | $13,408 | $14,544 |
| KLA TENCOR CORP | $147,448 | $153,226 |
| L3HARRIS TECHNOLOGIES | $24,213 | $26,515 |
| LIBERTY BROADBAND CORPORATION | $1,524 | $1,868 |
| LIBERTY BROADBAND CORPORATION | $1,722 | $2,138 |
| LIBERTY MEDIA CORPORATION - SE | $532 | $613 |
| LIBERTY MEDIA CORPORATION - SE | $903 | $1,057 |
| LIBERTY SIRIUS XM CORP - SER C | $5,797 | $6,932 |
| LIBERTY SIRIUS XM GROUP - SER | $2,945 | $3,577 |
| LINDE PLC COM | $12,184 | $14,051 |
| LIONS GATE ENTERTAINMENT CORP | $4,329 | $3,912 |
| LOCKHEED MARTIN CORP | $53 | $53 |
| LOGMEIN, INC | $3,512 | $3,773 |
| LYONDELLBASELL INDUSTRIES NV | $11,203 | $11,999 |
| MASTERCARD INC | $16,740 | $18,513 |
| MCDONALD'S CORP | $10,431 | $10,473 |
| MEDTRONIC PLC | $8,368 | $10,437 |
| MERCK & CO INC | $288,193 | $314,323 |
| METLIFE INC | $11,585 | $12,335 |
| MICROSOFT CORP | $288,999 | $306,096 |
| MONDELEZ INTERNATIONAL INC | $11,562 | $12,393 |
| NATIONAL GRID TRANSCO PLC | $19,056 | $21,809 |
| NATL OILWELL VARCO | $15,507 | $16,408 |
| NESTLE S.A | $12,871 | $14,182 |
| NEXTERA ENERGY, INC | $7,115 | $8,960 |
| NOW INC | $7,902 | $6,654 |
| NUANCE COMMUNICATIONS, INC | $8,001 | $9,236 |
| NUCOR CP | $17,398 | $17,503 |
| OCCIDENTAL PETROLEUM CORP | $28,328 | $25,221 |
| PENTAIR INC. COM | $7,351 | $8,715 |
| PEPSICO INC | $11,170 | $11,890 |
| PFIZER INC | $44,614 | $43,921 |
| PHILIP MORRIS INTL | $26,087 | $26,463 |
| PNC FINANCIAL GROUP INC | $24,318 | $28,095 |
| PPG INDUSTRIES INC | $13,971 | $16,019 |
| PPL CORPORATION | $18,672 | $21,349 |
| PROCTER GAMBLE CO | $13,687 | $15,737 |
| QURATE RETAIL INC QVC GROUP | $16,721 | $11,903 |
| RAYTHEON CO | $259,562 | $264,567 |
| REALTY INCOME CORP | $7,336 | $7,731 |
| REGIONS FINANCIAL CORP | $6,974 | $7,928 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $6,928 | $7,016 |
| SEAGATE TECHNOLOGY | $22,716 | $27,251 |
| SOUTHERN CO | $13,875 | $15,925 |
| STANLEY BLACK & DECKER INC | $36 | $36 |
| SYSCO CORP | $6,195 | $7,185 |
| TC ENERGY CORPORATION | $6,793 | $7,037 |
| TE CONNECTIVITY LTD | $27,494 | $28,560 |
| TEXAS INSTRUMENTS INC | $187,746 | $204,879 |
| THE BLACKSTONE GROUP INC CL A | $17,524 | $20,362 |
| THE COCA-COLA CO | $32,015 | $35,922 |
| TRAVELERS COMPANIES INC | $8,819 | $8,628 |
| TWITTER INC | $40,739 | $37,563 |
| UNION PACIFIC | $11,801 | $12,113 |
| UNITED PARCEL SERVICE | $24,320 | $26,456 |
| UNITED TECHNOLOGIES CORP | $15,615 | $17,073 |
| UNITEDHEALTH GROUP INC | $149,000 | $175,333 |
| US BANCORP | $18,534 | $20,752 |
| VENTAS INC | $13,548 | $12,876 |
| VERIZON COMMUNICATIONS | $40,870 | $43,717 |
| VERTEX PHARMCTLS INC | $33,407 | $37,440 |
| VISA INC | $10,823 | $12,214 |
| VODAFONE GROUP PLC | $12,389 | $12,874 |
| VULCAN MATERIALS CO | $9,750 | $10,511 |
| WALT DISNEY HOLDINGS CO | $115,353 | $114,981 |
| WASTE MANAGEMENT INC | $13,188 | $13,903 |
| WEC ENERGY GROUP, INC | $6,213 | $7,102 |
| WELLS FARGO & CO | $7,968 | $8,608 |
| WELLTOWER INC. | $14,902 | $15,620 |
| WESTERN DIGITAL CORP | $20,608 | $27,483 |
| WILLIAMS COS | $15,661 | $14,706 |
| ZOETIS INC | $8,979 | $11,382 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 210,449. This amount represents more than 25% of the Foundation's ASSETS (as measured by fair market value) AS OF THE DATE OF FUNDING DURING THE Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $1,761 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,761 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Set-Up Fee | $5,500 | $5,500 | |
| Bank Charges | $836 | $836 | |
| STATE AND LOCAL FEES | $61 | $61 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE FOOTNOTE A | Desc |
| Amt | $200,276 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,946 | Amt |
| Net Investment Income | $10,946 | NetInvestmentIncomeAmt |