WINGOOD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINGOOD FOUNDATION (EIN 54-1868333)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-10
- IRS object ID
- 201912839349100701
- Schema version
- 2018v3.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T09:32:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364549119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBK FINANCIAL INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 HAXALL POINT SUITE 705 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541868333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINGOOD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PAUL GOODWIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WING | BusinessNameControlTxt |
| Phone | 9042801614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 932 SPINNAKERS REACH DRIVE | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL R GOODWIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9042801614 | PhoneNum |
| Signature | 2019-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C WILLIAMS | PreparerPersonNm |
| PTIN | P01384013 | PTIN |
| Phone | 8042371700 | PhoneNum |
| Preparation | 2019-09-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.14.148.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-10 | IPDt |
| IP Tm | 09:30:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9898B271182E4920DD0163B916B86A99DEDC28F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $164,025 | 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 |
| Dividends Rev And Expnss | $7,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,910 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$37,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$37,641 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$21,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$21,450 | 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 |
| Legal Fees Rev And Expnss | $569 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $285 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,162 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $88 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $88 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $85,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $128,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,710 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $129,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $274,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $274,936 | CapitalStockBOYAmt |
| Capital Stock EOY | $180,434 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $180,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $274,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $180,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,597 | OtherIncreasesAmt |
| Subtotal | $180,434 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $180,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100% DISPOSITION OF SWIFT CREEK PARTNERS, LLC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2004-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $107,765 | GrossSalesPriceAmt |
| Cost Or Other Basis | $98,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,910 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,910 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,910 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,843 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $317,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.251265 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $382,044 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.273974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,954 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $504,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,636 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $516,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,989 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $578,562 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158996 | DistributionYr5Rt |
| Total Distribution | 1.032143 | TotalDistributionRt |
| Average Distribution | 0.206429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $201,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,963 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $367 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $367 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $367 | OverpaymentAmt |
| Applied To ES Tax | $367 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL GOODWIN | IndividualWithBooksNm |
| Phone | 9042801614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 932 SPINNAKERS REACH DRIVE | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PAUL R GOODWIN | ||||||||
| 932 SPINNAKERS REACH DRIVE | PONTE VEDRA BEACH | FL | 32082 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NINA P GOODWIN | ||||||||
| 932 SPINNAKERS REACH DRIVE | PONTE VEDRA BEACH | FL | 32082 | VICE PRES | 1.00 | $0 | $0 | $0 |
| ROSS R GOODWIN | ||||||||
| 932 SPINNAKERS REACH DRIVE | PONTE VEDRA BEACH | FL | 32082 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH A GOODWIN | ||||||||
| 932 SPINNAKERS REACH DRIVE | PONTE VEDRA BEACH | FL | 32082 | SECRETARY | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $90,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,365 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,095 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $10,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $340,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,868 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $408,184 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $63,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $344,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,263 | ExcessFromYear4Amt |
| Excess From Year3 | $69,821 | ExcessFromYear3Amt |
| Excess From Year2 | $85,568 | ExcessFromYear2Amt |
| Excess From Year1 | $64,309 | ExcessFromYear1Amt |
| Excess From Current Year | $67,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | PAUL R GOODWIN | ShareholderManagerNm |
| Shareholder Manager | ROSS R GOODWIN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASIAN COUNSELING AND REFERRAL SERVICE | ||||||||
| 3639 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 98144 | NONE | PC | OPERATING PURPOSE | $150 | |
| BFI MINISTRIES | ||||||||
| 160 COUNTY ROAD | SULPHUR SPRINGS | TX | 75482 | NONE | PC | OPERATING PURPOSE | $1,000 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PC | OPERATING PURPOSE | $10,000 | |
| EAST END HOSPICE | ||||||||
| 481 OLD RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PC | OPERATING PURPOSE | $1,925 | |
| FUSE INNOVATION FUND | ||||||||
| 1402 THIRD AVENUE 406 | SEATTLE | WA | 98101 | NONE | PC | OPERATION PURPOSE | $500 | |
| GABRIEL HOUSE OF CARE | ||||||||
| 4599 WORRALL WAY | JACKSONVILLE | FL | 32224 | NONE | PC | OPERATING PURPOSE | $2,400 | |
| GRACE CHURCH SCHOOL | ||||||||
| 86 4TH AVE | NEW YORK | NY | 100035232 | NONE | PC | OPERATING PURPOSE | $800 | |
| JACKSONVILLE SYMPHONY | ||||||||
| 300 WEST WATER STREET SUITE 200 | JACKSONVILLE | FL | 32202 | NONE | PC | OPERATING PURPOSE | $20,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | OPERATION PURPOSE | $2,200 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | OPERATION PURPOSE | $140 | |
| PECONIC BAY MEDICAL CENTER | ||||||||
| 1300 ROANOKE AVENUE | RIVERHEAD | NY | 11901 | NONE | PC | OPERATING PURPOSE | $4,575 | |
| PHINNEY NEIGHBORHOOD ASSOCIATION | ||||||||
| 6532 PHINNEY AVENUE N | SEATTLE | WA | 981035234 | NONE | PC | OPERATING PURPOSE | $227 | |
| PLANNED PARENTHOOD | ||||||||
| 5978 POWERS AVE | JACKSONVILLE | FL | 32217 | NONE | PC | OPERATING PURPOSE | $1,000 | |
| PONTE VEDRA CULTURAL CENTER | ||||||||
| 50 EXECUTIVE WAY | PONTE VEDRA BEACH | FL | 32082 | NONE | PC | OPERATING PURPOSE | $500 | |
| QUOGUE FIRE DEPT | ||||||||
| 117 JESSUP AVENUE | QUOGUE | NY | 11959 | NONE | PC | OPERATING PURPOSE | $100 | |
| QUOGUE HISTORICAL SOCIETY | ||||||||
| 114 JESSUP AVENUE | QUOGUE | NY | 11959 | NONE | PC | OPERATING PURPOSE | $50 | |
| QUOQUE JUNIOR THEATER TROUPE | ||||||||
| BOX 427 | QUOGUE | NY | 11959 | NONE | PC | OPERATING PURPOSE | $2,000 | |
| QUOQUE LIBRARY | ||||||||
| 4 MIDLAND ST | QUOGUE | NY | 11959 | NONE | PC | OPERATING PURPOSE | $5,500 | |
| RITA FOUNDATION | ||||||||
| 9701 RICHMOND AVENUE SUITE 122 | HOUSTON | TX | 770424622 | NONE | PC | OPERATING PURPOSE | $300 | |
| THE BONE MARROW FOUNDATION | ||||||||
| 515 MADISON AVE 1130 | NEW YORK | NY | 10022 | NONE | PC | OPERATING PURPOSE | $375 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | OPERATING PURPOSE | $100 | |
| THE SALVATION ARMY | ||||||||
| 15 EAST CHURCH STREET | JACKSONVILLE | FL | 32202 | NONE | PC | OPERATING PURPOSE | $1,500 | |
| UNIVERSITY OF NORTH FLORIDA FOUNDATION | ||||||||
| 1 UNF DR HICKS HALL BUILDING 53 | JACKSONVILLE | FL | 32224 | NONE | PC | OPERATING PURPOSE | $6,000 | SUITE 2900 |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||||
| 105 14TH AVENUE STE 200 | SEATTLE | WA | 98122 | NONE | PC | OPERATING PURPOSE | $250 | |
| VOLUNTEERS IN MEDICINE JACKSONVILLE INC | ||||||||
| 41 E DUVAL STREET | JACKSONVILLE | FL | 32202 | NONE | PC | OPERATING PURPOSE | $1,000 | |
| WORLD AFFAIRS COUNCIL OF JACKSONVILLE | ||||||||
| 100 FESTIVAL PARK AVE | JACKSONVILLE | FL | 32202 | NONE | PC | OPERATING PURPOSE | $12,925 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | OPERATING PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,517 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,910 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SWIFT CREEK PARTNERS, LLC - OTHER PORTFOLIO INCOME | 18 | -$255 |
| SWIFT CREEK PARTNERS, LLC - NONPORTFOLIO STCL | 18 | -$34,727 |
| SWIFT CREEK PARTNERS, LLC - NONPORTFOLIO LTCL | 18 | -$2,659 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,450 | 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 | SBK FINANCIAL, INC. | CategoryTxt |
| Amt | $2,325 | Amt |
| Net Investment Income | $1,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,162 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11: | FormAndLineReferenceDesc |
| Medium Explanation | SWIFT CREEK PARTNERS, LLC876 BROADWAYNEW YORK, NY 10003EIN: 52-2348878THIS CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING BECAUSE AT LEAST 95% OF THE GROSS INCOME OF THE LLC IS FROM PASSIVE SOURCES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,000 SHS - PIONEER FLOATING RATE TR | $51,215 | $39,360 |
| 3,000 SHS - HERCULES TECH GROWTH CAP INC | $34,244 | $33,150 |
| 2,000 SHS - FIRST TR SR FL II | $24,460 | $22,400 |
| 2,000 SHS - INVESCO SENIOR INCOME TRUST | $8,440 | $7,820 |
| 2,000 SHS - VOYA PRIME RATE TRUST | $9,760 | $8,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PURCELL FLANAGAN HAY & GREENE | CategoryTxt |
| Legal Fees | $569 | LegalFeesAmt |
| Net Investment Income | $285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $284 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SWIFT CREEK PARTNERS, LLC - OTHER PORTFOLIO INCOME | -$255 | -$255 | -$255 |
| SWIFT CREEK PARTNERS, LLC - NONPORTFOLIO STCL | -$34,727 | -$34,727 | -$34,727 |
| SWIFT CREEK PARTNERS, LLC - NONPORTFOLIO LTCL | -$2,659 | -$2,659 | -$2,659 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP BOOK ADJUSTMENT | Desc |
| Amt | $6,597 | Amt |