HERBERT G BROWN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT G BROWN FAMILY FOUNDATION (EIN 20-0519264)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349102922
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:20:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Metropolitan Ave Ste 1000 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 200519264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herbert G Brown Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 7274436488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 Court Street No 120 | AddressLine1Txt |
| City | Clearwater | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jared Brown | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 7274436488 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Adams | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.142.180.174 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 07:56:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9DFFAB390C7DFBD7CEE03ED8A07A79396C5166BC | 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 | $428,886 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,575 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,315 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,315 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,284 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,071 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,286 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,017 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,017 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $548,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $415,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $415,869 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $579,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $428,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,886 | 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 | $579,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $428,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $579,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $428,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $579,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $428,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $579,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $428,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $428,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $322,754 | $185,033 | $137,721 | $137,721 | |
| Capital Gains Dividends | $594 | $594 | $594 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,315 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $670,303 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.159796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,879 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $734,362 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $712,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $702,773 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,174 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $661,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042598 | DistributionYr5Rt |
| Total Distribution | 0.344082 | TotalDistributionRt |
| Average Distribution | 0.068816 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $452,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,478 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,599 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,871 | 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 | $1,478 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,478 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,206 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,206 | TotalPaymentsAndCreditsAmt |
| Tax Due | $272 | 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 | JARED BROWN | IndividualWithBooksNm |
| Phone | 7274436488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 COURT STREET STE 120 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT G BROWN | ||||||||
| 635 COURT STREET STE 120 | CLEARWATER | FL | 33756 | DIRECTOR & PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANE F BROWN | ||||||||
| 635 COURT STREET STE 120 | CLEARWATER | FL | 33756 | DIRECTOR & VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JARED D BROWN | ||||||||
| 635 COURT STREET STE 120 | CLEARWATER | FL | 33756 | SECRETARY & TREASURER | 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 |
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 | $390,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $459,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $459,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $452,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,478 | TotalTaxAmt |
| Distributable Before Adj | $21,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,871 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,478 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $41,062 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $279,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $320,799 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $320,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $41,062 | ExcessFromYear1Amt |
| Excess From Current Year | $279,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boy Scouts of America | |||||||
| 2201 SOULE ROAD | CLEARWATER | FL | 33759 | N/A | PC | golden eagle dinner sponsor | $2,000 |
| Our Lady of Divine Providence | |||||||
| 711 S BAYVIEW AVENUE | CLEARWATER | FL | 33759 | N/A | PC | GENERAL CHARITABLE ACTIVITIES | $290,000 |
| Rotary Club of Clearwater Charities Inc | |||||||
| PO Box 822 | CLEARWATER | FL | 33757 | N/A | PC | ENDOWMENT FUND DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,515 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $138,315 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,330 | 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 | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METARIE BANK | $169,354 | $169,354 |
| Advansix Inc | $44 | $44 |
| Allergan PLC SHS | $2,730 | $2,730 |
| Alphabet Inc CL A | $5,547 | $5,547 |
| Amazon Com Inc | $5,999 | $5,999 |
| Amgen Inc | $3,948 | $3,948 |
| Apple Inc | $7,760 | $7,760 |
| Blackrock Inc | $4,566 | $4,566 |
| Blackstone Group LP | $4,423 | $4,423 |
| Capital One Financial Corp | $3,402 | $3,402 |
| CBS Corp New CL B Shrs | $3,881 | $3,881 |
| Chevron Corp | $3,649 | $3,649 |
| Chubb LTD | $3,699 | $3,699 |
| Comcast Copr (New) Class A (CMCSA) | $3,453 | $3,453 |
| Costco Wholesale Corp New (COST) | $4,963 | $4,963 |
| Crown Castle Intl Corp | $2,863 | $2,863 |
| CVS Health Corp Com | $2,288 | $2,288 |
| EOG Resources Inc | $4,044 | $4,044 |
| Estee Lauder CO Inc CL A | $2,448 | $2,448 |
| facebook Inc CL-A | $3,221 | $3,221 |
| Gilead Science | $2,005 | $2,005 |
| Goldman Sach Grp Inc | $3,592 | $3,592 |
| Honeywell International Inc | $6,372 | $6,372 |
| Ingersoll-Rand PLC SHS | $3,827 | $3,827 |
| Intl Business Machines Corp | $4,648 | $4,648 |
| JPMorgan Chase & CO | $7,507 | $7,507 |
| Lyondellbasell NV - CL A | $5,318 | $5,318 |
| Magna International Inc | $5,425 | $5,425 |
| Mastercard Inc CL A | $2,994 | $2,994 |
| Mckesson Corp | $1,966 | $1,966 |
| Medtronic PLC SHS | $3,205 | $3,205 |
| Nike Inc B | $2,846 | $2,846 |
| Oracle Cop | $4,499 | $4,499 |
| Pepsico Inc NC | $2,930 | $2,930 |
| Prudential Financial INC | $5,411 | $5,411 |
| Schlumberger LTD | $3,358 | $3,358 |
| T-Mobile US Inc Com | $6,614 | $6,614 |
| Thermo Fisher Scientific | $5,644 | $5,644 |
| Union Pacific Corp | $5,702 | $5,702 |
| Walgreens Boots Alliance Inc | $8,276 | $8,276 |
| Wells Fargo & Co New | $2,866 | $2,866 |
| I shares S&P Midcap 400 Index | $6,944 | $6,944 |
| I shares S&P Midcap 600 Index | $12,377 | $12,377 |
| Columbia Thermostat Z | $30,205 | $30,205 |
| IVY INTL COre Equity I | $4,487 | $4,487 |
| Prudental SHt Trm Corp BD Z | $23,314 | $23,314 |
| Other Investments | $1,255 | $1,255 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES | $61 | $0 | $61 |
| BROKERAGE ACCOUNT FEES | $2,446 | $2,446 | $0 |
| BANK CHARGES | $18 | $0 | $18 |
| COMPUTER EXPENSE | $17 | $0 | $17 |
| Fundraising Expenses | $5,975 | $0 | $5,975 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Blackstone | $123 | $77 | $123 |
| Distribution from Winn Dixie LItigation | $311 | $311 | $311 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | fOREIGN TAXES PAID | CategoryTxt |
| Amt | $19 | Amt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |