JULIEN L MCCALL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JULIEN L MCCALL FAMILY FOUNDATION (EIN 34-1543993)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-02-17
- IRS object ID
- 202600489349100715
- Schema version
- 2024v5.5
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T14:46:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341597728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARSTEAD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVE EAST | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341543993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIEN L MCCALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 2164641555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30195 CHAGRIN BLVD 104W | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIEN L MCCALL JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2164641555 | PhoneNum |
| Signature | 2026-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T THOMAS | PreparerPersonNm |
| PTIN | P01972128 | PTIN |
| Phone | 2166211090 | PhoneNum |
| Preparation | 2026-02-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,804,723 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,513 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,038 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,238 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,034 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,145 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,143 | CashBOYAmt |
| Cash EOY | $51,561 | CashEOYAmt |
| Cash EOYFMV | $51,561 | CashEOYFMVAmt |
| Corporate Stock BOY | $488,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $654,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,753,162 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $560,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $706,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,804,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $734,130 | CapitalStockBOYAmt |
| Capital Stock EOY | $734,130 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$173,302 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$27,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $560,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $560,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $706,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $560,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,365 | OtherIncreasesAmt |
| Subtotal | $706,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $706,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT TERM | P | 2024-12-31 | $77,051 | $77,500 | -$449 | -$449 |
| LONG TERM | P | 2024-12-31 | $170,463 | $16,949 | $153,514 | $153,514 |
| CAPITAL GAINS DIVIDENDS | P | $6,973 | $6,973 | $6,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,739 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $2,220 | OverpaymentAmt |
| Applied To ES Tax | $2,220 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 | JOSEPH V DEGRANSIS | IndividualWithBooksNm |
| Phone | 2164641555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30195 CHAGRIN BLVD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JULIEN L MCCALL JR | ||||||||
| 3431 HARBOR BEACH DR | LAKE WALES | FL | 33859 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH V DEGRANDIS | ||||||||
| 30195 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES B MOVUS | ||||||||
| 4813 BARROW ST | NEW YORK | NY | 10014 | VICE PRESIDENT | 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 | $1,628,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,709,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,709,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,684,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,504 | TotalTaxAmt |
| Distributable Before Adj | $81,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $72,841 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $72,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,278 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,278 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,563 | 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 | $30,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $30,563 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL 4 PAWS | |||||||
| PO BOX 122 | CHESTER SPRINGS | PA | 19425 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| ALL SAINTS CHURCH | |||||||
| 3560 KINGS RIVER RD | PAWLEYS | GA | 29585 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $3,100 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| AMERICAN RED CROSS | |||||||
| 120 W WASHINGTON ST | MEDINA | OH | 44256 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| BASKERVILLE FOOD PANTRY | |||||||
| 99 BASKERVILLE DR | PAWLEYS ISLAND | SC | 29585 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| BOK TOWERS GARDENS | |||||||
| 1151 TOWER BLVD | LAKE WALES | FL | 33853 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| BROOKGREENS GARDENS | |||||||
| 1931 BROOKGREEN DRIVE | MURRELLS INLET | SC | 29576 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| CAF RED TAIL SQUADRON | |||||||
| PO BOX 416 | RED WING | MN | 55066 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| CENTER FOR GREAT APES | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| CENTRAL FLORIDA SMOKING GUNS | |||||||
| 702 HATFIELD RD | WINTER HAVEN | FL | 33880 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 23599 CEDAR RD | BEACHWOOD | OH | 44122 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $8,275 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $10,000 |
| CURE ALZHEIMERS FUND | |||||||
| 880 WINTER ST STE 300 | WALTHAM | MA | 02451 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| FLORIDA SHERIFFS ASSOCIATION | |||||||
| 2617 MAHAN DR | TALLAHASSEE | FL | 32308 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| HUMANE SOCIETY OF POLK COUNTY | |||||||
| 3195 DUNDEE RD | WINTER HAVEN | FL | 33884 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| KRISTIN SIMPSON HEALTH FUND | |||||||
| 7225 LAKE LOWERY RD | HAINES CITY | FL | 33844 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| LAKE WALES HIGHLANDER BOOSTER CLUB | |||||||
| 130 E CENTRAL AVE | LAKE WALES | FL | 33853 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $125 |
| LWCS FOUNDATION CHARTER SCHOOL | |||||||
| 130 E CENTRAL AVE | LAKE WALES | FL | 33853 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| MERRIMAN ULTIMATE FRISBEE FOUNDATION | |||||||
| PO BOX 248 | RIPON | WI | 54971 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| POLK COUNTY POLICE CHARITABLE FUND | |||||||
| PO BOX 345 | WINTER HAVEN | FL | 33882 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $700 |
| POLK STATE COLLEGE FOUNDATION | |||||||
| 999 AVE H NE | WINTER HAVEN | FL | 33881 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,200 |
| QUAIL FOREVER | |||||||
| 1783 BUERKLE CIRCLE | ST PAUL | MN | 55110 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| RIPON COLLEGE | |||||||
| PO BOX 248 | RIPON | WA | 54971 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 NORTH ROCKY POINT DR | TAMPA | FL | 33907 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $500 |
| SMITH MEDICAL CLINIC | |||||||
| 99 BASKERVILLE DR | PAWLEYS ISLAND | SC | 29585 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1915 DOW WICKMAN DR | CLERMONT | FL | 34711 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 32121 WOODWARD AVE | ROYAL OAK | MI | 48073 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $1,000 |
| TAFT SCHOOL FUND | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $3,000 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $100 |
| WOUNDED WARRIOR PROJECT | |||||||
| 600 RIVER AVE STE 400 | PITTSBURGH | PA | 32256 | NONE | 501(C)(3) | CHARITABLE PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,350 | 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 | $3,513 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,238 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,238 | 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 | ACCOUNTING FEE - TAX PREP | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC BANK | StockNm |
| EOY Book Value | $654,635 | EOYBookValueAmt |
| EOYFMV | $1,753,162 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $36 | $0 | $0 |
| CHECK FEES | $85 | $0 | $85 |
| MISC EXP | $4 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $5,365 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGR FEES | CategoryTxt |
| Amt | $6,726 | Amt |
| Net Investment Income | $6,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $667 | $0 | $0 |
| FOREIGN TAXES PAID | $367 | $367 | $0 |