MCCORD FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MCCORD FAMILY FOUNDATION INC (EIN 20-0094163)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201931309349101058
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T17:44:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811227223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 200094163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCORD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCO | BusinessNameControlTxt |
| Phone | 7725322074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MANATEE COVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C MCCORD | PersonNm |
| Person Title | PRESIDENT/CHAIRMAN | PersonTitleTxt |
| Phone | 7725322074 | PhoneNum |
| Signature | 2019-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GELON | PreparerPersonNm |
| PTIN | P00151575 | PTIN |
| Phone | 3102773633 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.246.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-25 | IPDt |
| IP Tm | 10:44:01 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8837A61359064A4B7B88042EDC69D93B14EB751 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12B15767517BF3A641F401CCC6444BBF6671A9BC | 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 | $573,747 | 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 | $18,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $25,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,658 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $631,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $572,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $563,021 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $50 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $648,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $573,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $648,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $583,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $648,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $583,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $648,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $583,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $648,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $583,214 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $583,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB #9566-PUBLICLY TRADED SECURITIES | P | $165,474 | $170,208 | -$4,734 | -$4,734 |
| CAPITAL GAINS DIVIDENDS | P | $2,709 | $2,709 | $2,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $660,034 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $657,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $703,665 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,940 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $745,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,925 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $749,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093295 | DistributionYr5Rt |
| Total Distribution | 0.417070 | TotalDistributionRt |
| Average Distribution | 0.083414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $623,786 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $133 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,500 | 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 | $133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,213 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,213 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,080 | OverpaymentAmt |
| Applied To ES Tax | $1,080 | 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 |
| 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 | N/A | 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 | 7725322074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 MANATEE COVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C MCCORD | ||||||||
| 700 MANATEE COVE | VERO BEACH | FL | 32963 | PRESIDENT/CHAIRMAN | 0.50 | $0 | $0 | $0 |
| SUSAN H MCCORD | ||||||||
| 700 MANATEE COVE | VERO BEACH | FL | 32963 | SECRETARY/TREASURER/DIRECT | 0.50 | $0 | $0 | $0 |
| JOHN C MCCORD JR | ||||||||
| 700 MANATEE COVE | VERO BEACH | FL | 32963 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CATHERINE MCCORD | ||||||||
| 700 MANATEE COVE | VERO BEACH | FL | 32963 | DIRECTOR | 0.50 | $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 | $606,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $633,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $633,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $623,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $133 | TotalTaxAmt |
| Distributable Before Adj | $31,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $133 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,783 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,122 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,444 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $163,673 | 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 | $33,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,783 | ExcessFromYear4Amt |
| Excess From Year3 | $32,122 | ExcessFromYear3Amt |
| Excess From Year2 | $23,226 | ExcessFromYear2Amt |
| Excess From Year1 | $10,505 | ExcessFromYear1Amt |
| Excess From Current Year | $40,444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN C MCCORD | ContributingManagerNm |
| Contributing Manager | SUSAN H MCCORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY | |||||||
| 1729 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| JOHN'S ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 660 BEACHLAND BLVD 208 | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KENNY GORDON FOUNDATION | |||||||
| 400 EAST 56TH STREET STE 31N | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PUBLIC CHARITY | STORY CENTER/MUSIC STUDIOS CAPITAL CAMPAIGN | $7,500 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| UNITED AGAINST POVERTY | |||||||
| 2746 US HIGHWAY 1 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | LIFTING LIVES OUT OF POVERTY CAMPAIGN | $20,000 |
| UNITED WAY OF INDIAN RIVER COUNTY | |||||||
| 1836 14TH AVENUE | VERO BEACH | FL | 329611960 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| VERMONT ACADEMY | |||||||
| 10 LONG WALK | SAXTONS RIVER | VT | 05154 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,500 | 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 | $18,333 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,308 | 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 FEES | CategoryTxt |
| Amt | $4,275 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA FIVE YEAR GLBL FIXED | AT COST | $55,000 | $52,581 |
| DFA INTL CORE EQTY PORT | AT COST | $14,540 | $14,540 |
| DFA US LARGE CAP VALUE | AT COST | $34,134 | $28,826 |
| DFA INTL SMALL CAP VALUE | AT COST | $14,000 | $10,107 |
| DFA SELECTIVELY HEDGED FUND | AT COST | $12,281 | $12,118 |
| DFA US SMALL CAP PORT FUND | AT COST | $15,852 | $15,042 |
| ISHARES EDGE MSCI MIN VOL ETF | AT COST | $14,157 | $13,332 |
| ISHARES EDGE MSCI MIN VOL USA ETF | AT COST | $34,255 | $35,789 |
| ISHARES FLOATING RATE BOND ETF | AT COST | $62,009 | $61,338 |
| PIMCO ACTIVE BOND ETF | AT COST | $75,533 | $72,556 |
| PURCHASE RIGHTS/DERBY OAKS | AT COST | $17,500 | $17,500 |
| VANGUARD SHORT-TERM BOND ETF | AT COST | $67,345 | $65,370 |
| VANGUARD TOTAL STOCK MKT ETF | AT COST | $39,815 | $52,328 |
| VIRTUS SEIX FLOAT RATE HIGH INCOME | AT COST | $23,633 | $21,755 |
| DFA INVESTMENT GRADE | AT COST | $52,000 | $52,682 |
| VANGUARD US MULTIFACTOR ETF | AT COST | $16,434 | $14,183 |
| DFA EMERGING MKTS CORE | AT COST | $12,000 | $11,778 |
| DFA GLBL REAL ESTATE | AT COST | $12,000 | $11,196 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $50 | EOYBookValueAmt |
| EOYFMV | $50 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION EXPENSE | $1,167 | $1,167 | $0 |
| INVESTMENT FEES AND OTHER INVESTING EXPENSE | $11,490 | $11,491 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $9,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |