DEUS SPES MEA FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DEUS SPES MEA FOUNDATION INC (EIN 65-0841971)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349100847
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:04:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650761640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN JACOBY THURN BOYLE & ASSOC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 20TH ST | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | 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 | 650841971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEUS SPES MEA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEUS | BusinessNameControlTxt |
| Phone | 7277910600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 15456 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337665456 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES I BABCOCK III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7277910600 | PhoneNum |
| Signature | 2017-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA B THURN | PreparerPersonNm |
| PTIN | P01326005 | PTIN |
| Phone | 7725624158 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.248.52.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-26 | IPDt |
| IP Tm | 11:03:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A541586DDC1840891D2BD1F4571399E1869F419E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B486E4F01ED5D20893DB51BDCCC943D46FA8272 | 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 | $3,198,476 | 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 | $87,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,398,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,063 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $473,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,730 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $282,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,634 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,641 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,512,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,232,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,271,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,166,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,184,881 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,163,697 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $129,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $547,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $551,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,893,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,175,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,198,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,893,262 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,175,728 | 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 | $2,893,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,175,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,893,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,175,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,893,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $282,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,175,728 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,175,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,398,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,012,649 | CostOrOtherBasisAmt |
| Gain Or Loss | $386,063 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $386,063 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,063 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $172,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,353,672 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051555 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,061 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,494,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046380 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,061 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,283,998 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,103,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,061 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,110,210 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046962 | DistributionYr5Rt |
| Total Distribution | 0.240849 | TotalDistributionRt |
| Average Distribution | 0.048170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,152,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,493 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $156,325 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,061 | 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 | $4,493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,293 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES I BABCOCK III | IndividualWithBooksNm |
| Phone | 7277910600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2764 SUNSET POINT ROAD SUITE 200 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33759 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY H BABCOCK | ||||||||
| POST OFFICE BOX 15456 | CLEARWATER | FL | 337665456 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES I BABCOCK III | ||||||||
| POST OFFICE BOX 15456 | CLEARWATER | FL | 337665456 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DR EVELYN E BABCOCK | ||||||||
| POST OFFICE BOX 15456 | CLEARWATER | FL | 337665456 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CALVIN H BABCOCK | ||||||||
| POST OFFICE BOX 15456 | CLEARWATER | FL | 337665456 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY B TAYLOR | ||||||||
| POST OFFICE BOX 15456 | CLEARWATER | FL | 337665456 | DIRECTOR | 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 |
| 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 | $3,094,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,200,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,200,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,152,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,493 | TotalTaxAmt |
| Distributable Before Adj | $153,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,493 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,568 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,217 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,217 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $151,263 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY H BABCOCK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRISTIAN MISSIONARY FELLOWSHIP | |||||||
| PO BOX 501020 | INDIANAPOLIS | IN | 462506020 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| CHURCH AT THE SPRINGS | |||||||
| 5424 SE 58TH AVENUE | OCALA | FL | 34480 | NONE | PUBLIC CHARITY | GENERAL USE | $13,000 |
| DALLAS BIBLE CHURCH | |||||||
| 15765 HILLCREST ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | GENERAL USE | $6,000 |
| EVANTELL INC | |||||||
| PO BOX 703929 | DALLAS | TX | 753703929 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 |
| FLORIDA BAPTIST CHILDREN'S HOME | |||||||
| PO BOX 8190 | LAKELAND | FL | 33802 | NONE | PUBLIC CHARITY | GENERAL USE | $8,000 |
| FLORIDA UNITED METHODIST CHILDREN'S HOME | |||||||
| PO BOX 6299 | DELAND | FL | 32728 | NONE | PUBLIC CHARITY | GENERAL USE | $8,000 |
| HARBORSIDE CHRISTIAN CHURCH | |||||||
| 2200 MARSHALL STREET | SAFETY HARBOR | FL | 34695 | NONE | PUBLIC CHARITY | GENERAL USE | $14,000 |
| LIVING HOPE HAITI CHRISTIAN MISSION | |||||||
| 9350 SW 79TH AVENUE | MIAMI | FL | 33156 | NONE | PUBLIC CHARITY | GENERAL USE | $30,000 |
| MIAMI YOUTH FOR CHRIST | |||||||
| 9350 SW 79TH AVENUE | MIAMI | FL | 33156 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 |
| MISSIONARY VENTURES INTERNATIONAL | |||||||
| PO BOX 593550 | ORLANDO | FL | 32859 | NONE | PUBLIC CHARITY | GENERAL USE | $7,000 |
| PILLAR CHURCH | |||||||
| PO BOX 2288 | VERO BEACH | FL | 32961 | NONE | PUBLIC CHARITY | GENERAL USE | $1,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL USE | $8,000 |
| THE SALVATION ARMY (CLEARWATER FL) | |||||||
| PO BOX 8070 | CLEARWATER | FL | 337588070 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| THE SALVATION ARMY (DALLAS TX) | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| THE SALVATION ARMY (VERO BEACH FL) | |||||||
| 2655 6TH STREET SW | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL USE | $2,000 |
| WISEHEART FOUNDATION | |||||||
| 6070 POPLAR AVENUE STE 150 | MEMPHIS | TN | 38119 | NONE | PUBLIC CHARITY | GENERAL USE | $3,500 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| PO BOX 628211 | ORLANDO | FL | 32862 | NONE | PUBLIC CHARITY | GENERAL USE | $4,000 |
| YOUNG LIFE COLUMBIA | |||||||
| PO BOX 5772 | COLUMBIA | SC | 29250 | NONE | PUBLIC CHARITY | GENERAL USE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,000 | 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 | $87,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $386,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $473,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $473,196 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,184,881 | EOYBookValueAmt |
| EOYFMV | $1,163,697 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,232,013 | EOYBookValueAmt |
| EOYFMV | $1,271,494 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $547,193 | BookValueAmt |
| EOYFMV | $551,644 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $23,867 | Amt |
| Net Investment Income | $23,867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $802 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |