PETRO FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PETRO FAMILY FOUNDATION INC (EIN 52-2373545)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-07
- IRS object ID
- 201313119349100521
- Schema version
- 2012v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T14:41:32-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINES BLAKESLEE MADYDA CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S DILLARD ST | AddressLine1 |
| City | WINTER GARDEN | City |
| State | FL | State |
| ZIP Code | 34787 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522373545 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRO FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETR | NameControl |
| Phone | 4076540155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13506 SUMMERPORT VILLAGE PKWY | AddressLine1 |
| Address Line2 | ROOM/SUITE 535 | AddressLine2 |
| City | WINDERMERE | City |
| State | FL | State |
| ZIP Code | 34786 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONIA BATCHELOR | Name |
| Title | PRESIDENT | Title |
| Phone | 4076540155 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEREK J BLAKESLEE | Name |
| Phone | 4076566611 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 96196 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 41725 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2522 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2522 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1319 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 34512 | GrossSalesPrice |
| Total Revenue And Expenses | 42935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2529 | TotalNetInvestmentIncome |
| Trav Conf Meeting Rev And Expnss | 1122 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1122 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1122 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1122 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 31700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 31700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32822 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32822 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10113 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2529 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19784 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23197 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23197 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 60864 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 67564 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 72999 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 80648 | TotalAssetsBOY |
| Total Assets EOY | 90761 | TotalAssetsEOY |
| Total Assets EOYFMV | 96196 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 80648 | CapitalStockBOY |
| Retained Earnings EOY | 90761 | RetainedEarningsEOY |
| Total Net Assets BOY | 80648 | TotalNetAssetsBOY |
| Total Net Assets EOY | 90761 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 80648 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 90761 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 80648 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10113 | ExcessOfRevenueOverExpenses |
| Subtotal | 90761 | Subtotal |
| Total Net Assets Fund Balances EOY | 90761 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| ARCA | D | 2012-12-04 | 2012-12-06 | 12550 | 12831 | -281 | -281 |
| TOLL BROTHERS | D | 2012-12-04 | 2012-12-06 | 17697 | 18638 | -941 | -941 |
| VIVUS | D | 2012-08-17 | 2012-08-17 | 4265 | 4362 | -97 | -97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1319 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40373 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 86303 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.467805 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50356 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 96308 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.522864 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46205 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 111031 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.416145 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30929 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 121683 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.254177 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 24350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 134232 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.181402 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.842393 | TotalDistributionRatio |
| Average Distribution Ratio | 0.368479 | AverageDistributionRatio |
| Net Noncharitable Assets | 88634 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32660 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 25 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32685 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32822 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 25 | InvestmentIncomeExciseTax |
| Subtotal | 25 | Subtotal |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 119 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 119 | TotalCreditsAndPayments |
| Overpayment | 94 | Overpayment |
| Amount Credited To Next Year | 94 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAN PETRO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4079054859 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 KISSIMMEE AVENUE | AddressLine1 |
| City | OCOEE | City |
| State | FL | State |
| ZIP Code | 34761 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| DANNIEL J PETRO | ||||||||
| 630 KISSIMMEE AVE | OCOEE | FL | 34761 | DECEASED DUR | 3.00 | 0 | 0 | 0 |
| TONIA BATCHELOR | ||||||||
| 26994 MCLAUGHLIN BLVD | BONITA SPRINGS | FL | 34134 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| NATALIE WALLACE | ||||||||
| 1131 KENWORTH CIRCLE | APOPKA | FL | 32712 | SECRETARY | 3.00 | 0 | 0 | 0 |
| TOMMY PETRO | ||||||||
| 301 S ULYSSES DRIVE | APOPKA | FL | 32703 | V PRESIDENT | 3.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 70372 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19612 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 89984 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 89984 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1350 | CashDeemedCharitable |
| Net Noncharitable Assets | 88634 | NetNoncharitableAssets |
| Minimum Investment Return | 4432 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4432 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 25 | TaxBasedOnInvestmentIncome |
| Total Tax | 25 | TotalTax |
| Distributable Amount Before Adj | 4407 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4407 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4407 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32822 | ExpensesAndContributions |
| Qualifying Distributions | 32822 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 25 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 32797 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4407 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 17788 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 24909 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 40665 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 45572 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 36082 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 165016 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32822 | QualifyingDistributions |
| Applied To Current Year | 4407 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 28415 | RemainingDistriFromCorpus |
| Total Corpus | 193431 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 17788 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 175643 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24909 | ExcessFromYear4 |
| Excess From Year3 | 40665 | ExcessFromYear3 |
| Excess From Year2 | 45572 | ExcessFromYear2 |
| Excess From Year1 | 36082 | ExcessFromYear1 |
| Excess From Current Year | 28415 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF CENT | |||||||
| PO BOX 2987 | ORLANDO | FL | 32802 | NONE | 509(A)(1) | OPERATIONS | $22,500 |
| EDGEWOOD CHILDRENS RANCH | |||||||
| 1451EDGEWOOD RANCH ROAD | ORLANDO | FL | 32835 | NONE | 509(A)(1) | OPERATIONS | $1,100 |
| CAMARADERIE FND | |||||||
| PO BOX 547276 | ORLANDO | FL | 32854 | NONE | 509(A)(1) | OPERATIONS | $3,000 |
| DL FOUNDATION | |||||||
| 2931 SUNBITTERN CT | WINDERMERE | FL | 34786 | NONE | 509(A)(1) | OPERATIONS | $500 |
| MARCH OF DIMES | |||||||
| 341 N MAITLAND AVE | MAITLAND | FL | 32751 | NONE | 509(A)(1) | OPERATIONS | $100 |
| WINTER GARDEN HERITAGE FND | |||||||
| 99 W PLANT STREET | WINTER GARDEN | FL | 34787 | NONE | 509(A)(1) | OPERATIONS | $2,000 |
| CENTRAL FLORIDA YMCA | |||||||
| 433 N MILLS | ORLANDO | FL | 32803 | NONE | 509(A)(1) | OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 31700 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,522 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,319 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,210 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1210 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAN PETRO | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 KISSIMMEE AVENUE | AddressLine1 |
| City | OCOEE | City |
| State | FL | State |
| ZIP Code | 34761 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 41725 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 282 SHARES ARCA | 12831 | 2012-12-04 |
| 1 | 770 SHARES TOLL BROTHERS | 24532 | 2012-12-04 |
| 1 | 200 SHARES VIVUS | 4362 | 2012-08-17 |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| DANNIEL J PETRO |
| TONIA BATCHELOR |
| NATALIE WALLACE |
| TOMMY PETRO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TOLL BROTHERS | 5894 | 6037 |
| 4360 | 6162 | |
| MCDONALDS | 5243 | 7920 |
| OCC PETE | 3337 | 4462 |
| PIMCO TOTAL RETURN FUND | 35350 | 33098 |
| PHILLIP MORRIS | 6737 | 7796 |
| SCHLUMBERGER | 6643 | 7524 |