HOUGH FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOUGH FAMILY FOUNDATION INC (EIN 59-3395491)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202312129349101001
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T14:30:22-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510597487 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCLANATHAN BURG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 2ND AVE N STE 600 | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337013346 | 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 | 593395491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOUGH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUG | BusinessNameControlTxt |
| Phone | 7278941040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 - 3RD STREET SOUTH SUITE 300 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H HENRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7275781040 | PhoneNum |
| Signature | 2023-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | HENRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY P MCCLANATHAN | PreparerPersonNm |
| PTIN | P01032372 | PTIN |
| Phone | 7278941040 | PhoneNum |
| Preparation | 2023-07-31 | 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 | $102,595,740 | 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 | $5,798,773 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $320,148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $320,148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,917,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,917,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$111,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,293,831 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $9,531 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,531 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,934,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,247,130 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,541 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,541 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $22,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,225 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $427,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $427,218 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $48,436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,436 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,420 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $502,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $502,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,094,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,389,276 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,597,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $502,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,389,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $337,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,744,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,344,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,099,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,099,834 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $87,100 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $87,100 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $179,985 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,171,843 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,097,200 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $77,867,855 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,741,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,453,915 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,837,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,673,669 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,155,114 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,909,297 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,702,577 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,702,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,138,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,476,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,595,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $88,138,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,476,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,138,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,476,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,138,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,476,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,138,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $337,321 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,476,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,476,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED 2022 SCH. D-1 RBC 33266 | D | $1,439,154 | $1,722,641 | -$283,487 | -$283,487 | |
| 405 MMM | P | $72,508 | $61,214 | $11,294 | $11,294 | |
| 1723 PTON | P | $16,330 | $147,112 | -$130,782 | -$130,782 | 2022-06-14 |
| SEE ATTACHED 2022 SCH. D-1 RBC 33266 | P | $2,603,339 | $2,636,202 | -$32,863 | -$32,863 | |
| 275 PFE | P | $14,809 | $9,267 | $5,542 | $5,542 | |
| 367 TDOC | P | $12,583 | $49,907 | -$37,324 | -$37,324 | 2022-04-29 |
| SEE ATTACHED 2022 SCH. D-1 RBC 33266 | P | $3,801,724 | $3,904,825 | -$103,101 | -$103,101 | |
| 160 SCHW | P | $14,816 | $5,431 | $9,385 | $9,385 | |
| 636 MMM | P | $113,702 | $106,343 | $7,359 | $7,359 | 2022-01-07 |
| SEE ATTACHED 2022 SCH. D-1 RBC 35768 | P | $51,966 | $77,064 | -$25,098 | -$25,098 | |
| 550000 36179WR83 | P | $58,817 | $63,339 | -$4,522 | -$4,522 | |
| 70 COP | P | $7,796 | $3,884 | $3,912 | $3,912 | 2022-06-14 |
| SEE ATTACHED 2022 SCH. D-1 RBC 35768 | D | $969,776 | $984,967 | -$15,191 | -$15,191 | |
| 590 GSST | P | $29,768 | $29,983 | -$215 | -$215 | |
| 128 PTON | P | $1,235 | $12,192 | -$10,957 | -$10,957 | 2022-06-14 |
| SEE ATTACHED 2022 SCH. D-1 RBC 35768 | P | $1,933,130 | $1,938,824 | -$5,694 | -$5,694 | |
| 215 PTON | P | $2,072 | $18,891 | -$16,819 | -$16,819 | |
| 36 TDOC | P | $1,130 | $4,440 | -$3,310 | -$3,310 | 2022-05-09 |
| SEE ATTACHED 2022 SCH. D-1 RBC 36396 | P | $127,883 | $148,453 | -$20,570 | -$20,570 | |
| 600 COP | P | $66,750 | $18,287 | $48,463 | $48,463 | 2022-06-14 |
| 90 MMM | P | $16,077 | $18,204 | -$2,127 | -$2,127 | 2022-01-07 |
| SEE ATTACHED 2022 SCH. D-1 RBC 36396 | P | $1,308,260 | $894,247 | $414,013 | $414,013 | |
| 1369 PTON | P | $13,129 | $117,026 | -$103,897 | -$103,897 | 2022-06-14 |
| 330 BAC | P | $15,318 | $8,863 | $6,455 | $6,455 | |
| 371 TDOC | P | $12,716 | $51,612 | -$38,896 | -$38,896 | 2022-04-29 |
| 6 COOCL | P | $15,759 | $7,046 | $8,713 | $8,713 | |
| 626 MMM | P | $111,921 | $104,748 | $7,173 | $7,173 | 2022-01-07 |
| 420 COP | P | $43,029 | $21,082 | $21,947 | $21,947 | |
| 650 COP | P | $72,041 | $25,196 | $46,845 | $46,845 | 2022-06-14 |
| 90 ETN | P | $14,455 | $7,290 | $7,165 | $7,165 | |
| 1490 PTON | P | $14,216 | $127,362 | -$113,146 | -$113,146 | 2022-06-14 |
| 85 EXPE | P | $15,181 | $9,329 | $5,852 | $5,852 | |
| 394 TDOC | P | $13,502 | $57,128 | -$43,626 | -$43,626 | 2022-04-29 |
| 26 GSST | P | $8,976 | $5,158 | $3,818 | $3,818 | |
| 528 MMM | P | $94,377 | $88,288 | $6,089 | $6,089 | 2022-01-07 |
| 100 JPM | P | $14,898 | $10,576 | $4,322 | $4,322 | |
| 700 COP | P | $77,181 | $38,639 | $38,542 | $38,542 | 2022-06-14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$241,229 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$225,370 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,246 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,246 | SubtotalAmt |
| Tax Based On Investment Income | $24,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $62,854 | OverpaymentAmt |
| Applied To ES Tax | $62,854 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | SUSAN H HENRY | IndividualWithBooksNm |
| Phone | 7278941040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 3RD STREET SOUTH | AddressLine1Txt |
| Address Line2 | SUITE 300 | AddressLine2Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | 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 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN H HENRY | |||||||||
| 100 3RD STREET SOUTH | SUITE 300 | ST PETERSBURG | FL | 33701 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| W ROBB HOUGH JR | |||||||||
| 100 3RD STEET SOUTH | SUITE 300 | ST PETERSBURG | FL | 33701 | SECRETARY | 4.00 | $0 | $0 | $0 |
| HELEN H FEINBERG | |||||||||
| 100 3RD STREET SOUTH | ST PETERSBURG | FL | 33701 | TREASURER | 1.00 | $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 | $104,112,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,454,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,567,181 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $105,567,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,583,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,983,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,199,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,199,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,246 | TotalTaxAmt |
| Distributable Before Adj | $5,174,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,174,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,174,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,389,276 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,389,276 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,174,938 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $292,801 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $292,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,389,276 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,174,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,214,338 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,507,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,507,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $292,801 | ExcessFromYear3Amt |
| Excess From Current Year | $1,214,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN H HENRY | RecipientPersonNm |
| Recipient Email Address | INFO@HOUGHFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE FOUNDATION USES AN ONLINE APPLICATION FORM LOCATED AT HFFOUNDATION.PAPERFORM.CO AND ONLY MAKES GRANTS FOR THE BENEFIT OF ST. PETERSBURG, FLORIDA. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS | |||||||
| 13228 N CENTRAL AVE | TAMPA | FL | 33612 | NONE | 509(A)(1) | PINELLAS COUNTY, CAMP RENOVATIONS, | $380,000 |
| BURG BASEBALL | |||||||
| 1875 59TH CIR SOUTH | ST PETERSBURG | FL | 33712 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $15,600 |
| CANTERBURY | |||||||
| 990 62ND AVENUE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | SCHOLARSHIPS | $250,000 |
| CANTERBURY ENDOWMENT DISTRIBUTION | |||||||
| 990 62ND AVENUE NE | ST PETERSBURG | FL | 33702 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $170,000 |
| SALVADOR DALI MUSEUM INC | |||||||
| ONE DALI BLVD | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| THE FIRST TEE OF ST PETERSBURG | |||||||
| 3790 22ND AVE S | ST PETERSBURG | FL | 33711 | NONE | 509(A)(1) | AFTER SCHOOL ENRICHMENT | $32,400 |
| ST PETERSBURG FREE CLINIC | |||||||
| 863 3RD AVENUE NORTH | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | FOOD BANK | $250,000 |
| GREAT EXPLORATIONS | |||||||
| 1925 4TH ST N | ST PETERSBURG | FL | 33704 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| 13355 49TH ST N STE B | CLEARWATER | FL | 33762 | NONE | 509(A)(1) | SO. ST. PETERSBURG PROPERTIES & TOWN | $500,000 |
| JA TAMPA BAY | |||||||
| 13707 N 22ND ST | TAMPA | FL | 33613 | NONE | 509(A)(1) | 3DE PROGRAM AT SPHS, GIBBS HS & LAKE | $225,000 |
| JAMES MUSEUM | |||||||
| 150 CENTRAL AVE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | HOUGH CURATORIAL ENDOWMENT | $500,000 |
| JOHNS HOPKINS ALL CHILDRENS | |||||||
| 501 6TH AVE S | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | IBPS BRAIN RESEARCH | $2,164,276 |
| JOHNS HOPKINS ALL CHILDRENS | |||||||
| 501 6TH AVE S | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | HEALTHY WEIGHT INITIATIVE | $200,000 |
| MOREAN ARTS CENTER | |||||||
| 710 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | WORD AND IMAGE PROGRAM | $15,000 |
| PATHFINDER OUTDOOR EDUCATION | |||||||
| 1310 22ND AVE S | ST PETERSBURG | FL | 33705 | NONE | 509(A)(1) | TREE CLIMBING INITIATIVE | $12,000 |
| PINELLAS YOUTH SYMPHONY | |||||||
| PO BOX 4106 | SEMINOLE | FL | 33775 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $20,000 |
| READY FOR LIFE | |||||||
| 2300 TALL PINES DR 100 | LARGO | FL | 33771 | NONE | 509(A)(1) | BUSS PASS PROGRAM | $10,000 |
| ST PETERSBURG COLLEGE FOUNDATION | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | PALLADIUM | $400,000 |
| SING OUT AND READ | |||||||
| 1211 N WESTSHORE BLVD ST | TAMPA | FL | 33607 | NONE | 509(A)(1) | PINELLAS READING ENRICHMENT | $50,000 |
| ST PETERSBURG COLLEGE | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 33733 | NONE | 509(A)(1) | NURSING/WORKFORCE | $400,000 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $50,000 |
| ST PETERSBURG MUSEUM OF HISTORY | |||||||
| 335 2ND AVE NE | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | FLA STUDY - DIGITAL ARCHIVE | $300,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | 509(A)(1) | VETERAN TEAM SCHOLARSHIP | $50,000 |
| TAMPA BAY WATCH MARINE EDUCATION CE | |||||||
| 3000 PINELLAS BAYWAY S | TIERRA VERDE | FL | 33715 | NONE | 509(A)(1) | LASSING PARK SHORELINE PROJECT | $35,000 |
| THE FLORIDA ORCHESTRA | |||||||
| 244 2ND AVE N STE 420 | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | MASTERWORKS SERIES SPONSOR | $200,000 |
| UF FOUNDATION INC | |||||||
| 1938 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | NONE | 509(A)(1) | HOUGH FAMILY FUND - PSP RESEARCH | $65,000 |
| USMMA SAILING FOUNDATION INC | |||||||
| 300 STEAMBOAT RD YOCUM SA | KINGS POINT | NY | 11024 | NONE | 509(A)(1) | ST PETE TRAINING CENTER MATCHING FUN | $15,000 |
| VOICES OF HOPE FOR APHASIA | |||||||
| 6798 CROSSWINDS DR N STE | ST PETERSBURG | FL | 33710 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $30,000 |
| CASA PINELLAS | |||||||
| 1011 FIRST AVE N | ST PETERSBURG | FL | 33701 | NONE | 509(A)(1) | OPERATIONAL SUPPORT | $704,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,094,266 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $320,148 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,917,451 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$111,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,135,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,135,654 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SUSAN HOUGH HENRY PH D | |||||||
| 1 | 555 5TH AVE NE | SUITE 924 | ST PETERSBURG | FL | 33701 | $1,000,000 | Yes (X) |
| WILLIAM R HOUGH DECL OF TRUST | |||||||
| 2 | 100 3RD STREET SOUTH | SUITE 300 | ST PETERSBURG | FL | 33701 | $4,798,773 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING & TAX PREP FEES | $12,500 | $12,500 |
| CONSULTANT COSTS | $9,725 | $9,725 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 229000 ASSURED GUARANTY US HOLDINGS | $229,847 | $228,723 |
| 550000 BANK OF AMERICA CORP DEP SHS | $555,641 | $539,688 |
| 350000 BANK OF NY MELLON CORP DEPOSI | $329,723 | $298,459 |
| 500000 BENCHMARK MTG TR SER 2018-B4 | $492,871 | $470,545 |
| 430000 CITIGROUP COML MTG TR SER 201 | $421,978 | $407,997 |
| 250000 COMM MTG TR SER 2014-LC15 CL | $144,862 | $136,368 |
| 130,000 COMM MTG TR SER 2013-CCRE9 C | ||
| 300000 CSAIL COML MTG TR SER 2016-C5 | $260,469 | $270,333 |
| 175000 CSFB MORTGAGE BACKED SERIES 2 | $2,050 | $430 |
| 500000 CVS HEALTH CORP DUE 03/25/202 | $501,648 | $484,440 |
| 500000 ENBRIDGE INC DUE 01/15/2083 D | $490,000 | $496,355 |
| 60000 FAIRFAX FINANCIAL HOLDING LTD | $49,502 | $63,970 |
| 550000 G N M A PASS THRU POOLMA7711 | $423,633 | $407,683 |
| 760000 G N M A PASS THRU POOLMA8102 | $761,648 | $741,315 |
| 270000 GENERAL ELECTRIC COMPANY DUE | $245,701 | $265,259 |
| 100000 GS MTG SECS TR SER 2013-GCJ16 | $92,995 | $86,347 |
| 305000 JEFFERIES GROUP LLC | $303,170 | $217,230 |
| 530000 JPMORGAN CHASE & CO CALLABLE | $499,017 | $467,063 |
| 130000 MORGAN STANLEY BAML TRUST SER | $110,878 | $107,702 |
| 125000 MORGAN STANLEY CAP TR SER 201 | $131,055 | $119,611 |
| 495000 OWL ROCK CAP CORP OID DUE 01/ | $509,168 | $454,890 |
| 750000 PNC FINL SVCS GROUP INC DEP S | $743,083 | $704,715 |
| 375000 PROSPECT CAP CORP ORIGINAL IS | $375,420 | $328,545 |
| 125,000 SCHWAB CORP NEW DUE 12/31/49 | ||
| 395000 SOUTHWEST AIRLINES COMPANY DU | $407,578 | $390,540 |
| 515000 TRUIST FINL CORP PERPETUAL DU | $493,811 | $463,629 |
| 8150 UTS AMERICAN ELECTRIC POWER CO | ||
| 250000 VMWARE INC DUE 08/21/2027 | $251,607 | $233,673 |
| 140000 WELL FARGO COM MTG TR SER 201 | $311,016 | $131,893 |
| 300000 WELLS FARGO COML MTG SER 2015 | $215,603 | $278,052 |
| 210000 WELLS FARGO COML MTG TR SER 2 | $143,019 | $196,925 |
| 95000 WFRBS COML MTG TR SER 2013-C14 | $101,338 | $93,939 |
| 70000 WFRBS COML MTG TR SER 2013-C17 | $75,338 | $68,795 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | ||
| ABBOTT LABORATORIES | $781,245 | $951,111 |
| ALIBABA GROUP HOLDING LTD. | ||
| ALLSTATE CORP. | $1,374,202 | $1,896,908 |
| ALPHABET INC CLASS A | $1,150,026 | $1,828,126 |
| ALPHABET INC CLASS C | $546,933 | $894,398 |
| ALTABA, INC | $13,846 | |
| AMAZON.COM, INC. | $2,529,585 | $2,412,480 |
| AMGEN INC. | $1,868,134 | $2,318,323 |
| APPLE INC. | $1,377,642 | $2,605,486 |
| ARTISAN PARTNERS FDS INC. | $1,770,168 | $2,055,700 |
| BANK OF AMERICA CORP. | $1,288,565 | $1,749,531 |
| BARCLAYS PLC | $131,913 | $124,605 |
| BIOGEN INC. | $2,580,297 | $2,390,650 |
| BLACKROCK CORPORATE HIGH YIELD | $339,882 | $283,230 |
| BLACKROCK INC. | $112,476 | $411,714 |
| BLACKROCK INCOME TRUST | $244,085 | $168,330 |
| BOEING CO | $799,825 | $1,019,883 |
| CARMAX INC | $1,287,705 | $665,832 |
| CHARLES SCHWAB CORP | $1,338,805 | $3,197,600 |
| CHEVRON CORP. | $1,410,224 | $2,770,608 |
| CISCO SYSTEMS INC | ||
| CITIGROUP INC. | $1,090,855 | $1,026,314 |
| CONOCOPHILLIPS | $1,058,638 | $2,732,290 |
| CVS HEALTH CORPORATION | ||
| DOCUSIGN INC | $43,927 | $37,686 |
| EATON CORPORATION PLC | $582,431 | $1,275,376 |
| EATON VANCE MUTUAL FUNDS | $1,036,959 | $1,000,842 |
| EBAY INC. | $747,222 | $825,294 |
| EMERSON ELECTRIC CO. | $162,864 | $307,392 |
| EXPEDIA GROUP INC. | $1,100,433 | $1,258,462 |
| FIDELITY SUMMER STR TR | ||
| FIRST TRUST ABERDEEN GLOBAL | ||
| FRANKLIN INVS SECS TR CONV SEC FD | $792,200 | $746,884 |
| GENERAL ELECTRIC | $1,169,574 | $1,348,851 |
| GILEAD SCIENCES INC. | $1,361,423 | $1,740,351 |
| GOLDMAN SACHS ETF TR ACCESS ULTRA SH | ||
| GOLDMAN SACHS ETF TRUST | $276,502 | $279,367 |
| GOLDMAN SACHS GROUP INC. | $1,734,380 | $3,128,879 |
| IAC/INTERACTIVE CORP. | $2,305,314 | $909,756 |
| INTEL CORP. | $1,924,255 | $1,028,814 |
| INTERCONTINENTAL EXCHANGE | $1,395,647 | $1,281,144 |
| INTERNATIONAL BUSINESS MACHINES CORP | $517,860 | $590,893 |
| INVESCO DEVELOPING MARKETS FUND | $1,544,926 | $1,278,198 |
| INVESCO OPPENHEIMER EMERGING MKTS | ||
| IONIS PHARMACEUTICALS INC | $175,008 | $173,138 |
| ISHARES TRUST PREFERRED AND INCOME | ||
| ISHARES TRUST ISHARES US TREASURY BO | ||
| JOHNSON & JOHNSON | $1,368,645 | $1,860,478 |
| JP MORGAN CHASE | $2,259,236 | $3,695,796 |
| KEYCORP NEW | $591,483 | $917,215 |
| LORD ABBETT HIGH YIELD FD CL F | ||
| LORD ABBETT FLOATING RATE FD | $1,039,607 | $1,011,022 |
| LORD ABBETT INVT TR ULTRA SHORT BD F | ||
| LUMEN TECHNOLOGIES INC | $1,133,803 | $521,499 |
| MARATHON PETE CORP | $108,390 | $526,083 |
| MATCH GROUP INC | $17,642 | $141,896 |
| MEDTRONIC PLC | $1,554,242 | $1,305,851 |
| MERCK & CO. INC. | $168,090 | $493,173 |
| META PLATFORMS INC CL A FKA FACEBOOK | $1,704,956 | $1,195,578 |
| MGM RESORTS INTL | $1,390,183 | $2,048,448 |
| MICROSOFT CORP. | $1,170,413 | $2,043,027 |
| NASDAQ INC | $793,916 | $1,220,865 |
| NETFLIX COM INC. | $1,568,519 | $1,121,429 |
| NOBILITY HOMES INC | ||
| PAYPAL HOLDINGS INC | $1,128,038 | $725,589 |
| PELOTON INTERACTIVE, INC | ||
| PEPSICO INC. | $112,962 | $307,122 |
| PFIZER, INC. | $1,383,757 | $2,102,223 |
| PUTNAM DIVERSIFIED INCOME TRUST | ||
| PUTNAM ULTRA SHORT DURATION INCOME ( | ||
| QUALCOMM INC. | $481,521 | $695,261 |
| RADIAN GROUP | $1,135,309 | $1,426,836 |
| SEAGEN INC FKA SEATTLE GENETICS INC. | $1,481,420 | $1,473,367 |
| SHELL PLC | $1,590,255 | $2,542,647 |
| SOUTHWEST AIRLINES CO. | $1,089,099 | $865,454 |
| T ROWE PRICE NEW HORIONS FUND INC | ||
| TCW FDS INC. EMERGING MARKETS | ||
| TCW TOTAL RETURN BOND FD | $381,744 | $301,018 |
| TELADOC HEALTH INC | ||
| TEXAS INSTRUMENTS, INC. | $1,237,283 | $2,262,192 |
| TRUST FINANCIAL (FKA BB&T CORP.) | $2,368,068 | $2,761,278 |
| UBER TECHNOLOGIES | $1,335,264 | $969,095 |
| UNITED PARCEL SVC INC CLASS B | $172,635 | $391,662 |
| VANGUARD TREASURY MONEY MARKET | $805,000 | $805,000 |
| VERTEX PHARMACEUTICALS | $1,372,327 | $1,811,228 |
| VIATRIS INC | $101,178 | $86,725 |
| VIMEO INC | ||
| VMWARE INC CL A | $351,080 | $354,163 |
| WAYFAIR INC | $839,084 | $363,895 |
| WELLS FARGO & CO | $1,553,809 | $1,378,508 |
| WESTERN ASSET EMERGING MKTS |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,171,843 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,097,200 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NR - CANTERBURY SCHOOL | AT COST | $1,702,577 | $1,702,577 |
| 1901 ARLINGTON AVE LLC | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,541 | LegalFeesAmt |
| Net Investment Income | $3,541 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| DUES - ASSN. SMALL FOUNDATION | $795 | $795 |
| DOMAIN, SOFTWARE & OTHER IT C | $625 | $625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,531 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $427,218 | Amt |
| Net Investment Income | $427,218 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX EXPENSE | $48,236 | $48,236 |
| ANNUAL REPORT | $200 | $200 |
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