HERBERT G BROWN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HERBERT G BROWN FAMILY FOUNDATION (EIN 20-0519264)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-05
- IRS object ID
- 201302179349100305
- Schema version
- 2012v2.1
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-05T11:22:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST JACKSON STREET SUITE 3400 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200519264 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT G BROWN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERB | NameControl |
| Phone | 7274436488 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 COURT STREET NO 120 | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 33756 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HERBERT G BROWN | Name |
| Title | PRESIDENT | Title |
| Phone | 7274436488 | Phone |
| Date Signed | 2013-07-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY S WECK | Name |
| PTIN | P00969359 | PTIN |
| Phone | 8132511010 | Phone |
| Date Prepared | 2013-07-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 707026 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 46 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 46 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 22331 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22331 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -35244 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 216248 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -12867 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22377 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 183 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 183 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 532 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 32 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3966 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3905 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6481 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3937 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2044 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41281 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3937 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36844 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -54148 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18440 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4909 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 36394 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39394 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 711662 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 626029 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 667632 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 716571 | TotalAssetsBOY |
| Total Assets EOY | 662423 | TotalAssetsEOY |
| Total Assets EOYFMV | 707026 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 716571 | RetainedEarningsBOY |
| Retained Earnings EOY | 662423 | RetainedEarningsEOY |
| Total Net Assets BOY | 716571 | TotalNetAssetsBOY |
| Total Net Assets EOY | 662423 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 716571 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 662423 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 716571 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -54148 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 662423 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 662423 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FIRST EAGLE OVERSEAS | P | 2011-12-31 | 2012-05-11 | 4558 | 4397 | 161 | 161 |
| CHEVRON CORP | P | 2007-07-13 | 2012-09-21 | 56229 | 46665 | 9564 | 9564 |
| DRESSER-RAND GROUP INC | D | 2007-07-13 | 2012-09-21 | 20439 | 16588 | 3851 | 3851 |
| FIRST EAGLE OVERSEAS | P | 2010-12-16 | 2012-05-11 | 86217 | 94070 | -7853 | -7853 |
| PROCTER & GAMBLE | P | 2010-11-01 | 2012-05-07 | 15507 | 15085 | 422 | 422 |
| SUNCOR ENERGY INC NEW COM | P | 2010-07-13 | 2012-11-21 | 13726 | 13727 | -1 | -1 |
| WINN-DIXIE STORES INC | P | 2007-06-30 | 2012-03-12 | 19000 | 60960 | -41960 | -41960 |
| CAPITAL GAINS DIVIDENDS | P | 572 | 572 | 572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -35244 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 28174 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 661395 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042598 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25061 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 645490 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038825 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47706 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 567584 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084051 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 15100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 756302 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.019966 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 320423 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000780 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.186220 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037244 | AverageDistributionRatio |
| Net Noncharitable Assets | 702773 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26174 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 184 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26358 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36844 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 184 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 184 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 184 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 267 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 767 | TotalCreditsAndPayments |
| Overpayment | 583 | Overpayment |
| Amount Credited To Next Year | 583 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JARED BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7274436488 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 COURT STREET STE 120 | AddressLine1 |
| City | CLEARWATER | City |
| State | FL | State |
| ZIP Code | 33756 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 665729 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47746 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 713475 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 713475 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10702 | CashDeemedCharitable |
| Net Noncharitable Assets | 702773 | NetNoncharitableAssets |
| Minimum Investment Return | 35139 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 35139 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 184 | TaxBasedOnInvestmentIncome |
| Total Tax | 184 | TotalTax |
| Distributable Amount Before Adj | 34955 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 34955 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 34955 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36844 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36844 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 184 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 36660 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34955 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 28755 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36844 | QualifyingDistributions |
| Applied To Year1 | 28755 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8089 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 26866 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 2201 SOULE ROAD | CLEARWATER | FL | 33759 | NONE | 509(A)(1) | CHARITABLE | $500 |
| CLEARWATER CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2750 HAINES BAYSHORE ROAD | CLEARWATER | FL | 33760 | NONE | 509(A)(1) | EDUCATIONAL SUPPORT | $14,500 |
| OUR LADY OF DIVINE PROVIDENCE | |||||||
| 711 S BAYVIEW AVENUE | CLEARWATER | FL | 33759 | NONE | CHURCH | SUPPORT OF SCIENTIFIC, EDUCATION AND OTHER CHARITABL | $5,000 |
| THE SALVATION ARMY | |||||||
| 1625 N BELCHER ROAD | CLEARWATER | FL | 33765 | NONE | 509(A)(1) | ASSISTING THE NEEDY | $3,500 |
| YMCA OF THE SUNCOAST | |||||||
| 2469 ENTERPRISE ROAD | CLEARWATER | FL | 33763 | NONE | 509(A)(2) | FAMILY DEVELOPMENT | $5,000 |
| THE ROTARY FOUNDATION | |||||||
| PO BOX 4662 | CLEARWATER | FL | 33758 | NONE | 509(A)(1) | SUPPORT LOCAL CHARITIES | $1,000 |
| INTERNATIONAL COOPERATING MINISTRIES | |||||||
| 606 ABERDEEN ROAD | HAMPTON | VA | 23661 | NONE | CHURCH | BUILD CHURCHES IN RURAL AREAS WORLDWIDE | $3,000 |
| OPELOUSAS CATHOLIC FOUNDATION | |||||||
| 428 EAST PRUDHOMME LANE | OPELOUSAS | LA | 70570 | NONE | 509(A)(2) | SUPPORT OF OPELOUSAS CATHOLIC SCHOOL | $2,000 |
| TOM EDWARDS EVANGELISTIC ASSOCIATION INC | |||||||
| 226 MAYAN TER | ST AUGUSTINE | FL | 32080 | NONE | CHURCH | CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34800 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,331 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$35,244 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$12,867 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -12867 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1800 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY | 336609 | 353426 |
| METARIE BANK | 169354 | 128261 |
| CLECO | 120066 | 185945 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LICENSES | 61 | 0 | 0 | 61 |
| BROKERAGE ACCOUNT FEES | 3905 | 3905 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | Category |
| Amount | $183 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 183 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $32 | 32 | 0 | 0 |
| OTHER TAXES PAID | $500 | 0 | 0 | 0 |