PETRO FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PETRO FAMILY FOUNDATION INC (EIN 52-2373545)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201233189349100343
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T12:52:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 630 KISSIMMEE AVENUE | AddressLine1 |
| City | OCOEE | City |
| State | FL | State |
| ZIP Code | 347612742 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANNIEL J PETRO | Name |
| Title | PRESIDENT | Title |
| Phone | 4076540155 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEREK J BLAKESLEE | Name |
| Phone | 4076566611 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 83841 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 36397 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1919 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1919 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6464 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 42596 | GrossSalesPrice |
| Total Revenue And Expenses | 44790 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1929 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1311 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 750 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 561 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 39824 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 39824 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41135 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 750 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40385 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3655 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1179 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 16393 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19784 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19784 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 60600 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 60864 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 64057 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 76993 | TotalAssetsBOY |
| Total Assets EOY | 80648 | TotalAssetsEOY |
| Total Assets EOYFMV | 83841 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 76993 | CapitalStockBOY |
| Capital Stock EOY | 80648 | CapitalStockEOY |
| Total Net Assets BOY | 76993 | TotalNetAssetsBOY |
| Total Net Assets EOY | 80648 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 76993 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 80648 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 76993 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3655 | ExcessOfRevenueOverExpenses |
| Subtotal | 80648 | Subtotal |
| Total Net Assets Fund Balances EOY | 80648 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50356 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 96308 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.522864 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46205 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 111031 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.416145 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30929 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 121683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.254177 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24350 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 134232 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.181402 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 139472 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.341287 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.715875 | TotalDistributionRatio |
| Average Distribution Ratio | 0.343175 | AverageDistributionRatio |
| Net Noncharitable Assets | 86303 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 29617 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 29629 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40385 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 131 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 131 | TotalCreditsAndPayments |
| Overpayment | 119 | Overpayment |
| Amount Credited To Next Year | 119 | 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 |
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 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| TONIA BATCHELOR | ||||||||
| 26994 MCLAUGHLIN BLVD | BONITA SPRINGS | FL | 34134 | DIRECTOR | 3.00 | 0 | 0 | 0 |
| NATALIE WALLACE | ||||||||
| 1131 KENWORTH CIRCLE | APOPKA | FL | 32712 | DIRECTOR | 3.00 | 0 | 0 | 0 |
| TOMMY PETRO | ||||||||
| 301 S ULYSSES DRIVE | APOPKA | FL | 32703 | DIRECTOR | 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 | 66753 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20864 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 87617 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 87617 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1314 | CashDeemedCharitable |
| Net Noncharitable Assets | 86303 | NetNoncharitableAssets |
| Minimum Investment Return | 4315 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4315 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 4303 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4303 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4303 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40385 | ExpensesAndContributions |
| Qualifying Distributions | 40385 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40373 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4303 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 40711 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 17788 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 24909 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 40665 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 45572 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 169645 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40385 | QualifyingDistributions |
| Applied To Current Year | 4303 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 36082 | RemainingDistriFromCorpus |
| Total Corpus | 205727 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 40711 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 165016 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 17788 | ExcessFromYear4 |
| Excess From Year3 | 24909 | ExcessFromYear3 |
| Excess From Year2 | 40665 | ExcessFromYear2 |
| Excess From Year1 | 45572 | ExcessFromYear1 |
| Excess From Current Year | 36082 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 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 | $16,500 |
| CENTRAL FL VETERANS MEM PARK FND | |||||||
| PO BOX 4303 | WINTER PARK | FL | 32793 | NONE | 509(A)(1) | OPERATIONS | $5,000 |
| PROF OPPOR PROGRAM FOR STUDENTS IN | |||||||
| 1401 W COLONIAL DRIVE | ORLANDO | FL | 32804 | NONE | 509(A)(3) | OPERATIONS | $1,000 |
| EDGEWOOD CHILDRENS RANCH | |||||||
| 1451EDGEWOOD RANCH ROAD | ORLANDO | FL | 32835 | NONE | 509(A)(1) | OPERATIONS | $4,650 |
| CF COUNCIL BSA | |||||||
| 1951 S ORANGE BLOSSOM TR | APOPKA | FL | 32703 | NONE | 509(A)(1) | OPERATIONS | $3,000 |
| NATIONAL MULTIPLE SCLEROS | |||||||
| 2701 MAITLAND CRT | ORLANDO | FL | 32751 | NONE | 509(A)(1) | OPERATIONS | $250 |
| UCP OF CENTRAL FLORIDA | |||||||
| 1221 W COLONIAL DR | ORLANDO | FL | 32804 | NONE | 509(A)(1) | OPERATIONS | $450 |
| GARDEN THEATRE | |||||||
| 160 W PLANT STREET | WINTER GARDEN | FL | 34787 | NONE | 509(A)(1) | OPERATIONS | $2,974 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 509(A)(1) | OPERATIONS | $250 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 58 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | 509(A)(1) | OPERATIONS | $250 |
| CAMARADERIE FND | |||||||
| PO BOX 547276 | ORLANDO | FL | 32854 | NONE | 509(A)(1) | OPERATIONS | $3,000 |
| BREAD OF LIFE | |||||||
| 532 N BLUFORD | OCOEE | FL | 34761 | NONE | 509(A)(1) | OPERATIONS | $2,000 |
| DL FOUNDATION | |||||||
| 2931 SUNBITTERN CT | WINDERMERE | FL | 34786 | NONE | 509(A)(1) | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 39824 | 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 | $10 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,919 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6464 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,929 | ExclusionAmount |
| Related Or Exempt Function Income | 6464 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8393 | 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 | 36397 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 205 SHARES SCHLUMBERGER | 12970 | 2011-09-26 |
| 1 | 245 SHARES ALTRIA | 7039 | 2011-12-14 |
| 1 | 96 SHARES CHEVRON | 9651 | 2011-12-14 |
| 1 | 90 SHARES PHILLIP MORRIS | 6737 | 2011-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 990PF PREPARATION | $750 | 500 | 250 |
| BOOKKEEPING | $500 | 250 | 250 |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| DANNIEL J PETRO |
| TONIA BATCHELOR |
| NATALIE WALLACE |
| TOMMY PETRO |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (5 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| ALTRIA | 2010-03 | PURCHASE | 2012-02 | 13516 | 12137 | 1379 |
| GE | 2009-04 | PURCHASE | 2011-07 | 12295 | 8017 | 4278 |
| SCHULMBERGER | 2011-09 | PURCHASE | 2011-09 | 6009 | 6327 | -318 |
| CHEVRON | 2011-12 | PURCHASE | 2012-02 | 9785 | 9651 | 134 |
| COMMISSION REBATE | 2009-04 | PURCHASE | 2011-07 | 991 | 991 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALTRIA | ||
| GE | ||
| 4360 | 4060 | |
| MCDONALDS | 5243 | 7082 |
| OCC PETE | 3337 | 4289 |
| PIMCO TOTAL RETURN FUND | 34543 | 33957 |
| PHILLIP MORRIS | 6737 | 7853 |
| SCHLUMBERGER | 6644 | 6816 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT | 61 | 61 |