MCARTHUR FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MCARTHUR FAMILY FOUNDATION (EIN 46-6485182)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-07-19
IRS object ID: 202312009349100316
Schema version: 2022v5.0
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-19T14:17:46-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	591766887	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHNSON AND COMPANY PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2123 MANGO PL	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32207	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	466485182	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MCARTHUR FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MCAR	BusinessNameControlTxt
Phone	9043549000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4160 ORTEGA BLVD APT 4	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY LOVE MCARTHUR	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9043549000	PhoneNum
Signature	2023-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARY	PersonFirstNm
Person Last	MCARTHUR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT R JOHNSON CPA	PreparerPersonNm
PTIN	P00366842	PTIN
Phone	9046322160	PhoneNum
Preparation	2023-07-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,175,042	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	$63	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$63	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$17,351	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$17,351	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$69,012	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$168,356	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$76,949	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$86,426	TotalRevAndExpnssAmt
Total Net Invst Incm	$94,363	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$3,420	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$10,928	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,928	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$14,348	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,928	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$73,310	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$73,310	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$87,658	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,928	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$73,310	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,232	ExcessRevenueOverExpensesAmt
Net Investment Income	$83,435	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	-$1	CashEOYAmt
Sav And Temp Cash Invst BOY	$29,382	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$10,626	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10,626	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,409,524	CorporateStockBOYAmt
Corporate Stock EOY	$1,162,491	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,162,491	CorporateStockEOYFMVAmt
Other Assets BOY	$325	OtherAssetsBOYAmt
Other Assets EOY	$1,925	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,925	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,439,231	TotalAssetsBOYAmt
Total Assets EOY	$1,175,041	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,175,042	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,439,231	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,175,041	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,439,231	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,175,041	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,439,231	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,175,041	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,439,231	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,232	ExcessRevenueOverExpensesAmt
Subtotal	$1,437,999	SubtotalAmt
Other Decreases	$262,958	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,175,041	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$76,949	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,160	InvestmentIncomeExciseTaxAmt
Subtotal	$1,160	SubtotalAmt
Tax Based On Investment Income	$1,160	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,600	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,600	TotalPaymentsAndCreditsAmt
Overpayment	$440	OverpaymentAmt
Applied To ES Tax	$440	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	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARY LOVE MCARTHUR	IndividualWithBooksNm
Phone	9043549000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4160 ORTEGA BLVD 4	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	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
Undistributed Income PY	Yes (true)	UndistributedIncomePYInd
Undistributed Income PY1	2020	UndistributedIncomePY1Yr
Undistributed Income PY2	2019	UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not App	Yes (true)	UndistrIncmSect4942a2NotAppInd
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 (4 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
MARY LOVE MCARTHUR
4160 ORTEGA BLVD 4	JACKSONVILLE	FL	32210	TRUSTEE	000.00	$0	$0	$0
KATHERINE M ATHEY
1050 RIVERSIDE AVENUE	JACKSONVILLE	FL	32204	TRUSTEE	000.00	$0	$0	$0
DONALD WADSWORTH MCARTHUR IV
1050 RIVERSIDE AVENUE	JACKSONVILLE	FL	32204	TRUSTEE	000.00	$0	$0	$0
SUSAN M JONES
1050 RIVERSIDE AVENUE	JACKSONVILLE	FL	32204	TRUSTEE	000.00	$0	$0	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,242,238	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$25,900	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$3,009	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,271,147	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,271,147	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$19,067	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,252,080	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$62,604	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$62,604	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,160	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,160	TotalTaxAmt
Distributable Before Adj	$61,444	DistributableBeforeAdjAmt
Distributable Before Ded	$61,444	DistributableBeforeDedAmt
Distributable As Adjusted	$61,444	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$73,310	ExpensesAndContributionsAmt
Qualifying Distributions	$73,310	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$61,444	DistributableAsAdjustedAmt
Undistributed Income PY	$68,911	UndistributedIncomePYAmt
Prior Year1	2015	PriorYear1Yr
Prior Year2	2014	PriorYear2Yr
Total For Prior Years	$10,040	TotalForPriorYearsAmt
Qualifying Distributions	$73,310	QualifyingDistributionsAmt
Applied To Year1	$68,911	AppliedToYear1Amt
Applied To Current Year	$4,399	AppliedToCurrentYearAmt
Prior Year Undistributed Incm	$10,040	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$10,040	PriorYearDeficiencyOrTaxAmt
Undistributed Income CY	$57,045	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MARY LOVE MCARTHUR	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4160 ORTEGA BLVD APT 4	AddressLine1Txt
City	JACKSONVILLE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32210	ZIPCd

Field	Value	IRS element (for citing)
Recipient Email Address	ML@MCARTHUR.ORG	RecipientEmailAddressTxt
Form And Info And Materials	WRITTEN OR ORAL	FormAndInfoAndMaterialsTxt
Submission Deadlines	OCTOBER 1	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ATHENS Y CAMP
1000 Y CAMP RD	LAKEMONT	GA	30552	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
BOYS & GIRLS CLUB - CHATTANOOGA
610 LINDSAY ST	CHATTANOOGA	TN	37403	NON-RESTRICTED OPERATIONAL SUPPORT	$1,010
COMMUNITY FDNTN FOR NE FL
245 RIVERSIDE AVE SUITE	JACKSONVILLE	FL	32202	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
EPISCOPAL SCHOOL OF JACKSONVILLE
4455 ATLANTIC BLVD	JACKSONVILLE	FL	32207	NON-RESTRICTED OPERATIONAL SUPPORT	$28,000
FOAR FROM HOME
PO BOX 15034	FERNANDINA BEACH	FL	32035	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
FRIENDS OF THE KATY TRAIL
5207 MCKINNEY AVE STE 19	DALLAS	TX	75205	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
GALLANT FEW
PO BOX 1157	ROANOKE	TX	76262	NON-RESTRICTED OPERATIONAL SUPPORT	$1,050
LAKE RABUN FOUNDATION
PO BOX 112	LAKEMONT	GA	30552	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
NAVY SEAL FOUNDATION INC
1619 D STREET	VIRGINIA BEACH	VA	23455	NON-RESTRICTED OPERATIONAL SUPPORT	$3,500
NORTHSIDE HIGH SCHOOL WRESTLING BOO
2002 AMERICAN WAY	FORTSON	GA	31808	NON-RESTRICTED OPERATIONAL SUPPORT	$1,500
OPEN DOOR
2405 2ND AVE	COLUMBUS	GA	31901	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
PARK CHILDREN'S DAY SCHOOL
4 W 76TH ST	NEW YORK	NY	10023	NON-RESTRICTED OPERATIONAL SUPPORT	$2,500
SEAL FUTURE FOUNDATION
111 E 14TH ST 393	NEW YORK	NY	10003	NON-RESTRICTED OPERATIONAL SUPPORT	$3,750
ST LUKE SCHOOL
1104 2ND AVE	COLUMBUS	GA	31901	NON-RESTRICTED OPERATIONAL SUPPORT	$5,000
THE BIRTHDAY PARTY PROJECT
2143 FARRINGTON ST	DALLAS	TX	75207	NON-RESTRICTED OPERATIONAL SUPPORT	$1,000
UNIVERSITY OF GEORGIA FACS
394 S MILLEDGE AVE	ATHENS	GA	30602	NON-RESTRICTED OPERATIONAL SUPPORT	$2,000
UNIVERSITY OF GEORGIA FNDTN
394 S MILLEDGE AVE	ATHENS	GA	30602	NON-RESTRICTED OPERATIONAL SUPPORT	$4,000
WESTSIDE CHAPEL
4541 SHIRLEY AVE 8	JACKSONVILLE	FL	32210	NON-RESTRICTED OPERATIONAL SUPPORT	$14,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$73,310	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$63	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$17,351	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	26	ExclusionCd
Exclusion	$76,949	ExclusionAmt
Related Or Exempt Function Incm	-$7,937	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$94,363	ExclusionAmt
Related Or Exempt Function Incm	-$7,937	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$86,426	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,420	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	RAYMOND JAMES	AssetDesc
Acquired	2021-01	AcquiredDt
How Acquired	PURCHASE	HowAcquiredTxt
Sold	2022-12	SoldDt
Gross Sales Price	$91,407	GrossSalesPriceAmt
Basis	$99,344	BasisAmt
Total Net	-$7,937	TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	RJ - INVESTMENTS	StockNm
EOY Book Value	$1,162,491	EOYBookValueAmt
EOYFMV	$1,162,491	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DUE FROM TRUSTEE	$325	$325	$325
PREPAID FEDERAL TAX		$1,600	$1,600

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
PRIOR YEAR FEDERAL TAX	$1,184
UNREALIZED LOSSES ON SECURITIES	$261,774

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	MANAGEMENT FEES	CategoryTxt
Amt	$10,928	Amt
Net Investment Income	$10,928	NetInvestmentIncomeAmt

MCARTHUR FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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