BROOKSVILLE FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROOKSVILLE FUND INC (EIN 31-1764192)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-17
- IRS object ID
- 202510179349100121
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-17T11:28:03-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311764192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BROOKSVILLE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 4073511717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100-D WEST LUCERNE CIRCLE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H MACARTHUR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-01-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,753 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,336 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,275 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,275 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,474 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,275 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,210 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $279 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,275 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,479 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $41 | AcctRcvblAmt |
| Acct Rcvbl BOY | $116 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $41 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $116 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,158 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $15,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,753 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $75 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $279 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $75 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,651 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,414 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2.025 SHARES LOWES COMPANIES INC | D | 2023-01-01 | 2023-10-13 | $396 | $416 | -$20 | -$20 |
| .343 SHARES VISA INC | D | 2022-12-01 | 2023-10-17 | $82 | $74 | $8 | $8 |
| 53.900 SHARES LOWES COMPANIES INC | D | 2022-01-01 | 2023-10-13 | $10,550 | $4,717 | $5,833 | $5,833 |
| 90 SHARES TESLA INC | D | 2015-10-26 | 2023-02-17 | $18,000 | $1,268 | $16,732 | $16,732 |
| 10 SHARES VISA INC | D | 2022-01-01 | 2023-10-13 | $2,368 | $628 | $1,740 | $1,740 |
| 10.387 SHARES VISA INC | D | 2022-01-01 | 2023-10-17 | $2,489 | $1,490 | $999 | $999 |
| 44 SHARES AUTOZONE INC | D | 2009-06-29 | 2023-12-13 | $113,869 | $3,419 | $110,450 | $110,450 |
| 45 SHARES COSTCO WHOLESALE CORP | D | 2009-06-22 | 2023-10-17 | $25,737 | $2,198 | $23,539 | $23,539 |
| 64 SHARES LOWES COMPANIES INC | D | 2009-06-22 | 2023-10-13 | $12,854 | $1,872 | $10,982 | $10,982 |
| 145 SHARES VISA INC | D | 2009-06-22 | 2023-10-13 | $34,342 | $2,406 | $31,936 | $31,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,199 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,828 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,828 | SubtotalAmt |
| Tax Based On Investment Income | $2,828 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $2,898 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H MACARTHUR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4073511717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST LUCERNE CIR STE 100-D | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| WILLIAM H MACARTHUR | ||||||
| 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 328093040 | President & CEO | 1.00 | $0 |
| LUZ THORON-MACARTHUR | ||||||
| 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 328093040 | Director | 0.00 | $0 |
| ANDREW C MACARTHUR | ||||||
| 174 WYKEHAM RD | WASHINGTON | CT | 06793 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE RELIEF TO ORPHANS AND VULNERABLE CHILDREN IN CENTRAL MADAGASCAR VIA DONATIONS TO MADAGASCAR LES PROJET DES SRFB AND THE SISTERS DU BON PASTEUR, A CATHOLIC CHURCH ORGANIZATION. | Description1Txt |
| Expenses1 | $27,670 | Expenses1Amt |
| Description2 | EDUCATION DEVELOPMENT CENTER (EDC) CONTRIBUTION. A 501(C)(3)PROVIDES WORLDWIDE SERVICES COLLABORATING WITH PUBLIC AND PRIVATE PARTNERS ON PROGRAMS FOR HEALTH AND EDUCATION IN THE DEVELOPING WORLD. | Description2Txt |
| Description3 | TO PROVIDE FUNDING TO THE THORON-MACARTHUR SCHOLARSHIP FOUNDATION ESTABLISHED IN THE PHILIPPINES FOR THE EDUCATIONAL ASSISTANCE OF UNDERPRIVILEDGED FILIPINO SCHOOL CHILDREN. | Description3Txt |
| Expenses3 | $204,000 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $115,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,670 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $231,670 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2001-08-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,275 | CurrentYearAmt |
| Year1 | $800 | Year1Amt |
| Year2 | $1 | Year2Amt |
| Year3 | $5 | Year3Amt |
| Total | $2,081 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,084 | CurrentYearAmt |
| Year1 | $680 | Year1Amt |
| Year2 | $1 | Year2Amt |
| Year3 | $4 | Year3Amt |
| Total | $1,769 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $231,670 | CurrentYearAmt |
| Year1 | $95,000 | Year1Amt |
| Year2 | $22,700 | Year2Amt |
| Year3 | $14,850 | Year3Amt |
| Total | $364,220 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $3,000 | Year1Amt |
| Total | $3,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $231,670 | CurrentYearAmt |
| Year1 | $92,000 | Year1Amt |
| Year2 | $22,700 | Year2Amt |
| Year3 | $14,850 | Year3Amt |
| Total | $361,220 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,783 | CurrentYearAmt |
| Year1 | $4,537 | Year1Amt |
| Year2 | $3,879 | Year2Amt |
| Year3 | $2,416 | Year3Amt |
| Total | $14,615 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H MACARTHUR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM H MACARTHUR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W LUCERNE CIR STE 100-D | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4073511717 | RecipientPhoneNum |
| Form And Info And Materials | INDIVIDUAL APPLICANTS SUBMIT A LETTER DETAILING ECONOMIC HARDSHIP, HIGHER EDUCATION ACADEMIC GOALS AND SPECIFIC EDUCATIONAL INSTITUTION ENROLLMENT PLANS. APPLICANT AGREES TO SUBMIT PROGRESS REPORTS FOR MONITORING PURPOSES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO REASONABLE TUITION AND RELATED EXPENSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MADAGASCAR LES PROJET DES SRFB | ||||||||
| 58 LALANA S STEHANI | ANTANANARIVO | CENTRAL MADAGASCA | MA | 101 | NONE | NC | CONTRIBUTION TO CATHOLIC CHURCH ORGANIZATION RELIEVING POVERTY IN MADAGASCAR | $27,670 |
| THORON MACARTHUR SCHOLRSHIP FOUNDAT | ||||||||
| STO3 ZAMBAL RD PALOCPOC 1 | MENDEZ NUNEZ | CAVITE | RP | 4100 | CONTROLLED FOREIGN FOUNDA | NC | PROVIDE FUNDING TO A FOUNDATION BASED IN THE PHILIPPINES PROVIDING EDUCATIONAL SERVICES TO UNDERPRIVILEDGEDCHILDREN. | $204,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,670 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Related Or Exempt Function Incm | $1,275 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $202,199 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $203,474 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,474 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM H LUZ THORON MACARTHUR | |||||||
| 1 | 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 32809 | $7,005 | Yes (X) | |
| JOHN DONNA KINDLER | |||||||
| 2 | 7233 ORCHID ISLAND PLACE | LAKEWOOD RANCH | FL | 34202 | $30,000 | Yes (X) | |
| WILLIAM H MACARTHUR | |||||||
| 3 | 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 32809 | $9,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 119.925 SHARES LOWE'S COMPANIES INC | NoncashPropertyDesc |
| Fair Market Value | $7,005 | FairMarketValueAmt |
| Received | 2023-02-17 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL FILING FEE | $61 |
| BANK CHARGES | $75 |
| COMPUTER CHARGES | $118 |
| FLDACS FILING FEE | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO BROOKSVILLE DEVELOPMENT LLC | $75 | $61 |
| DUE TO LAUTERIA & KING PLC | $218 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM H MACARTHUR | |||
| 1015 HARBOR ISLAND ROAD | ORLANDO | FL | 328093040 |
| LUZ THORON MACARTHUR | |||
| 1014 HARBOUR ISLAND RD | ORLANDO | FL | 328093040 |
| JOHN DONNA KINDLER | |||
| 7233 ORCHID ISLAND PLACE | BRADENTON | FL | 342022438 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT TAX | CategoryTxt |
| Amt | $1,210 | Amt |
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