BROOKSVILLE FUND INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROOKSVILLE FUND INC (EIN 31-1764192)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-07
- IRS object ID
- 202332509349100303
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-07T07:57:58-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-09-06 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM H | PersonFirstNm |
| Person Last | MACARTHUR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $73,766 | 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 | $11,862 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $800 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $800 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,078 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,878 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $800 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $340 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,383 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,878 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $800 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,396 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $116 | AcctRcvblAmt |
| Acct Rcvbl BOY | $116 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $116 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $116 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,254 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $12,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,766 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $75 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $75 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $75 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,357 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,763 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 42.817 shs META PLATFORMS | D | 2012-10-05 | 2022-03-30 | $9,787 | $900 | $8,887 | $8,887 |
| 20 SHS TESLA INC | D | 2015-10-26 | 2022-03-30 | $21,930 | $846 | $21,084 | $21,084 |
| 50 SHS TESLA INC | D | 2015-10-26 | 2022-08-19 | $44,234 | $2,114 | $42,120 | $42,120 |
| 20 SHS COSTCO WHOLESALE CORP | P | 2009-06-22 | 2022-11-28 | $10,618 | $977 | $9,641 | $9,641 |
| 10 SHS COSTCO WHOLESALE CORP | P | 2009-06-22 | 2022-12-12 | $4,835 | $489 | $4,346 | $4,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,078 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,208 | SubtotalAmt |
| Tax Based On Investment Income | $1,208 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $1,210 | 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 | $10,000 | 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 |
| Expenses2 | $3,000 | Expenses2Amt |
| 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 | $82,000 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $138,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,805 | 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 | $95,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,000 | 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 | $800 | CurrentYearAmt |
| Year1 | $1 | Year1Amt |
| Year2 | $5 | Year2Amt |
| Year3 | $162 | Year3Amt |
| Total | $968 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $680 | CurrentYearAmt |
| Year1 | $1 | Year1Amt |
| Year2 | $4 | Year2Amt |
| Year3 | $138 | Year3Amt |
| Total | $823 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $95,000 | CurrentYearAmt |
| Year1 | $22,700 | Year1Amt |
| Year2 | $14,850 | Year2Amt |
| Year3 | $27,810 | Year3Amt |
| Total | $160,360 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,000 | CurrentYearAmt |
| Year3 | $27,000 | Year3Amt |
| Total | $30,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,000 | CurrentYearAmt |
| Year1 | $22,700 | Year1Amt |
| Year2 | $14,850 | Year2Amt |
| Year3 | $810 | Year3Amt |
| Total | $130,360 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,537 | CurrentYearAmt |
| Year1 | $3,879 | Year1Amt |
| Year2 | $2,416 | Year2Amt |
| Year3 | $1,457 | Year3Amt |
| Total | $12,289 | 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 (3 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 | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $10,000 | ||||
| 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. | $82,000 | ||||
| EDUCATIONAL DEVELOPMENT CENTER | ||||||||||||
| NONE | PC | PROVIDE EDUCATIONAL ASSISTANCE FOR THE NEEDY OF UNDER DEVELOPED COUNTRIES. | $3,000 | 300 FIFTH AVE STE 2010 | WALTAM | MA | 02451 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | 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 | $800 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $86,078 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $86,878 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,878 | 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 | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM H MACARTHUR | |||||||
| 1 | 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 32809 | $28,251 | Yes (X) | Yes (X) |
| LUZ THORON MACARTHUR | |||||||
| 2 | 1014 HARBOUR ISLAND ROAD | ORLANDO | FL | 32809 | $27,273 | Yes (X) | |
| JOHN DONNA KINDLER | |||||||
| 3 | 7233 ORCHID ISLAND PLACE | LAKEWOOD RANCH | FL | 34202 | $6,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHARES COSTCO WHOLESALE CORP | $27,274 | 2022-08-22 |
| 2 | 50 SHARES COSTCO WHOLESALE CORPORATION | $27,273 | 2022-08-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $5,325 | EOYBookValueAmt |
| EOYFMV | $63,254 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ANNUAL FILING FEE | $125 |
| BANK CHARGES | $24 |
| COMPUTER CHARGES | $130 |
| FLDACS FILING FEE | $61 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROOKSVILLE DEVELOPMENT LLC | Desc |
| BOY Book Value | $75 | BOYBookValueAmt |
| EOY Book Value | $75 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM H MACARTHUR | |||
| 1014 HARBOR ISLAND ROAD | ORLANDO | FL | 328093040 |
| LUZ THORON MACARTHUR | |||
| 1014 HARBOUR ISLAND RD | ORLANDO | FL | 328093040 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT TAX | CategoryTxt |
| Amt | $43 | Amt |
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