SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-25
- IRS object ID
- 201701159349100700
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-25T09:25:00-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134297440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A HENSON CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 CARMEL CIRCLE APT 220 | AddressLine1Txt |
| City | CASSELBERRY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327076455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367380980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMONDS FAMILY FDN 4025894681 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYMO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4077974953 | PhoneNum |
| Signature | 2017-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A HENSON | PreparerPersonNm |
| PTIN | P00071096 | PTIN |
| Phone | 4076733450 | PhoneNum |
| Preparation | 2017-04-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.239.186.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-25 | IPDt |
| IP Tm | 10:34:16 | IPTm |
| Federal Original Submission Id | 59463620171155y4kuci | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0265177B00C642D9AC7880DD4863A818BE24BD07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0265177B00C642D9AC7880DD4863A818BE24BD07 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,025,258 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,508 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,743 | GrossSalesPriceAmt |
| Total Rev And Expnss | $41,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,786 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $21,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,643 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,358 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,358 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,033 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,033 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,765 | CashBOYAmt |
| Cash EOY | $31,345 | CashEOYAmt |
| Cash EOYFMV | $31,345 | CashEOYFMVAmt |
| Corporate Stock BOY | $954,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $929,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $993,913 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $980,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $961,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,025,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $980,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $961,056 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $980,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $961,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $980,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $961,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $980,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,011 | ExcessRevenueOverExpensesAmt |
| Subtotal | $961,056 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $961,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HIGHLAND FLOATING RATE OPP CLASS A | P | 2016-02-28 | 2016-11-28 | $2,196 | $2,375 | -$179 | -$179 |
| FLORIDA ST MUN LN COUNCIL REV REVBD | P | 2003-08-26 | 2016-11-01 | $5,000 | $5,000 | ||
| HIGHLAND FLOATING RATE OPP CLASS A | P | 2015-02-03 | 2016-11-28 | $35,547 | $38,431 | -$2,884 | -$2,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,063 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$178 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,591 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,085,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058566 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,195 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $977,318 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,044,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072227 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,188 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,013,323 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,039,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055016 | DistributionYr5Rt |
| Total Distribution | 0.326239 | TotalDistributionRt |
| Average Distribution | 0.065248 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,013,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $448 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $60,734 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,297 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,297 | TotalPaymentsAndCreditsAmt |
| Overpayment | $401 | OverpaymentAmt |
| Applied To ES Tax | $401 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | WILLIAM E ROGERS | IndividualWithBooksNm |
| Phone | 4078946529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32803 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E ROGERS | ||||||||
| 2021 PALM LANE | ORLANDO | FL | 32803 | PRESIDENTTREASURER | 1.00 | $0 | $0 | $0 |
| JAMES ROGERS | ||||||||
| 358 HUDSON ST | REDWOOD CITY | CA | 94062 | VP | 0.00 | $0 | $0 | $0 |
| LOUISE FRENCH | ||||||||
| 1927 GREEN MEADOW LANE | ORLANDO | FL | 32825 | SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CENTRAL COAST CHILDRENS CHOIR MCFADDEN MINISTRY NORTH BAY HAVEN CHURCH | Description1Txt |
| Expenses1 | $22,200 | Expenses1Amt |
| Description2 | MUSIC MINSTRIES - CENTRAL COAST CHILDRENS CHOIR OUR LADY OF MT CARMEL CHURCH GRACE MEDICAL HOME | Description2Txt |
| Expenses2 | $3,500 | Expenses2Amt |
| Description3 | WORLD MISSION GRACE MEDICAL FIRST BAPTIST CHURCH OF PINE CASTLE - LANGUAGE | Description3Txt |
| Expenses3 | $4,000 | Expenses3Amt |
| Description4 | WINTER PARK HIGH SCHOOL TYLER RUSH FOUNDATION & NSO RECORDING SESSION & TAKE 7 REBUILD GLOBALLY KIDS ACROSS AMERICA FAMILY LIFECHR | Description4Txt |
| Expenses4 | $2,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,005,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,029,314 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,029,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,013,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $896 | TotalTaxAmt |
| Distributable Before Adj | $49,798 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,798 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,734 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $60,734 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $60,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,798 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,552 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,598 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,734 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $91,311 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,552 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $85,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,700 | ExcessFromYear4Amt |
| Excess From Year3 | $23,470 | ExcessFromYear3Amt |
| Excess From Year2 | $31,055 | ExcessFromYear2Amt |
| Excess From Year1 | $10,598 | ExcessFromYear1Amt |
| Excess From Current Year | $10,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL COAST CHILDRENS CHOIR | |||||||
| PO BOX 15757 | San Luis Obispo | CA | 93406 | NONE | PC | MUSIC MINISTRY | $8,000 |
| GRACE MEDICAL HOME | |||||||
| 51 PENNSYLVANIA ST | Orlando | FL | 32806 | NONE | PC | MEDICAL ASSISTANCE | $1,500 |
| OUR LADY OF MOUNT CARMEL CHURCH | |||||||
| 300 FULTON ST | Redwood City | CA | 94062 | NONE | PC | MINISTRY | $2,000 |
| WORLD MISSIONS EVANGELISM | |||||||
| PO BOX 790 | Benton | KY | 42025 | NONE | PC | MISSION WORK | $1,500 |
| WINTER PARK HIGH SCHOOL MUSIC DEPT | |||||||
| 2100 SUMMERFIELD RD | Winter Park | FL | 32792 | NONE | PC | MUSIC DEPT | $2,000 |
| FIRST BAPTIST CHURCH OF PINE CASTLE | |||||||
| 1001 HOFFNER AVE | Orlando | FL | 32809 | NONE | PC | LANGUAGE MINISTRY | $2,500 |
| NORTH BAY HAVEN CHARTER ACADEMY | |||||||
| 1 BUCCANEER DR | Panama City | FL | 32404 | NONE | PC | PORTABLE SOUND SYSTEM MUSIC PROGRAM | $11,200 |
| LARRY MCFADDEN MINISTRIES | |||||||
| PO BOX 568545 | Orlando | FL | 32856 | NONE | PC | MINISTRY | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,508 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,278 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $44,786 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,786 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $929,711 | EOYBookValueAmt |
| EOYFMV | $993,913 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $13,678 | $0 | $0 | $13,678 |
| ACCOUNTING | $460 | $0 | $0 | $460 |
| LINCOLN FINANCIAL FEE | $7,505 | $0 | $0 | $7,505 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IRS | $1,297 | $0 | $0 | $1,297 |
| FL ANNUAL FEE | $61 | $0 | $0 | $61 |