LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUCIA H BAILEY & STEPHEN M BAILEY 2016 FAMILY FOUNDATION INC (EIN 81-5460299)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202303189349103405
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:02:12-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W FAIRBANKS AVE SUITE 201 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 | 815460299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCIA H BAILEY AND STEPHEN M BAILEY | BusinessNameLine1Txt |
| Business Name Line2 | 2016 FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 4076194265 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK S BAILEY | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 4076194265 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | BAILEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONYA KELLY | PreparerPersonNm |
| PTIN | P00846890 | PTIN |
| Phone | 4074786596 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $9,220,450 | 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 |
| Dividends Rev And Expnss | $200,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,245 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,863 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,816 | CashBOYAmt |
| Cash EOY | $84,969 | CashEOYAmt |
| Cash EOYFMV | $84,969 | CashEOYFMVAmt |
| Other Investments BOY | $1,378,484 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,286,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,135,481 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,559,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,371,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,220,450 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,559,300 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,371,673 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,559,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,371,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,559,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,371,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,559,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,371,673 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,371,673 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TEKLA LIFE SCIENCES INVS SH BEN INT | 2022-01-01 | 2022-11-18 | $4,028 | $4,279 | -$251 | -$251 | |
| EATON VANCE SR INCOME TR SH BEN INT | 1999-07-12 | 2022-02-03 | $33,539 | $50,061 | -$16,522 | -$16,522 | |
| TEKLA LIFE SCIENCES INVS SH BEN INT | 1997-01-07 | 2022-12-31 | $41,603 | $40,520 | $1,083 | $1,083 | |
| CAPITAL GAINS DIVIDENDS | $3,341 | $3,341 | $3,341 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,349 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $865 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FERRELL KELLY LLC | IndividualWithBooksNm |
| Phone | 4074786596 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W FAIRBANKS AVENUE STE 201 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARK S BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | PRESIDENT/DIRECTOR | 4.00 | $0 | $0 | $0 |
| DONNA J BAILEY | ||||||||
| PO BOX 4546 | WINTER PARK | FL | 327934546 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,351,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,552,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,552,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,409,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,785 | TotalTaxAmt |
| Distributable Before Adj | $467,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,695 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $375,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $375,560 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $375,560 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $467,642 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | MARK S BAILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4546 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327934546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4076194265 | RecipientPhoneNum |
| Form And Info And Materials | MUST SHOW PURPOSE OR NEED FOR GRANT. MUST BE A 501(C)(3) ORGANIZATION AND MUST INCLUDE NAME OF CONTACT PERSON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BONANZA SOCIETY | |||||||
| 3595 N WEBB ROAD SUITE 200 | WICHITA | KS | 67226 | N/A | N/A | CHARITABLE | $8,500 |
| AMERICAN CENTER FOR LAW & JUSTICE | |||||||
| 6375 NEW HOPE RD | NEW HOPE | KY | 40052 | N/A | N/A | CHARITABLE | $2,250 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | N/A | N/A | CHARITABLE | $1,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | N/A | CHARITABLE | $2,000 |
| ASSOCIATION OF SOUTHEASTERN BIOLOGISTS | |||||||
| PO BOX 7874 | MONROE | LA | 71211 | N/A | N/A | CHARITABLE | $10,000 |
| BEERSHEBA SPRINGS MEDICAL CLINIC | |||||||
| 19592 SR 56 | BEERSHEBA SPRINGS | TN | 37305 | N/A | N/A | CHARITABLE | $9,000 |
| BOYS TOWN CENTRAL FLORIDA | |||||||
| 7001 UNIVERSITY BLVD | WINTER PARK | FL | 32792 | N/A | N/A | CHARITABLE | $10,000 |
| CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA | |||||||
| 808 W CENTRAL BLVD | ORLANDO | FL | 32805 | N/A | N/A | CHARITABLE | $2,000 |
| COALITION FOR THE HOMELESS | |||||||
| 18 N TERRY AVE | ORLANDO | FL | 32801 | N/A | N/A | CHARITABLE | $2,000 |
| COAST GUARD FOUNDATION INC | |||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | N/A | N/A | CHARITABLE | $1,000 |
| COMMEMORATIVE AIR FORCE | |||||||
| PO BOX 764769 | DALLAS | TX | 75376 | N/A | N/A | CHARITABLE | $10,000 |
| COVENANT HOUSE FLORIDA | |||||||
| 5931 E COLONIAL DR | ORLANDO | FL | 32807 | N/A | N/A | CHARITABLE | $10,000 |
| DAWSON FAMILY OF FAITH | |||||||
| 1114 OXMOOR RD | BIRMINGHAM | AL | 35209 | N/A | N/A | CHARITABLE | $10,000 |
| FLIP THE HOURGLASS FOUNDATION | |||||||
| 485 CARDINAL DR | SATELLITE BEACH | FL | 32937 | N/A | N/A | CHARITABLE | $5,000 |
| FREEDOM RIDE INC | |||||||
| 3919 BAY LAKE RD | ORLANDO | FL | 32808 | N/A | N/A | CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 1211 8TH ST | BARABOO | WI | 53913 | N/A | N/A | CHARITABLE | $6,000 |
| HEALTHWELL FOUNDATION | |||||||
| 20440 CENTURY BLVD STE 250 | GERMANTOWN | MD | 20874 | N/A | N/A | CHARITABLE | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | N/A | CHARITABLE | $10,000 |
| JUDICIAL WATCH INC | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | N/A | N/A | CHARITABLE | $15,000 |
| LIBERTY COUNSEL | |||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | N/A | N/A | CHARITABLE | $15,000 |
| NATIONAL NAVY UDT-SEAL MUSEUM | |||||||
| 3300 N HWY A1A | FORT PIERCE | FL | 34949 | N/A | N/A | CHARITABLE | $2,500 |
| NEWBERRY CHRISTIAN COMMUNITY SCHOOL | |||||||
| 3536 NW 8TH AVE | GAINESVILLE | FL | 32605 | N/A | N/A | CHARITABLE | $20,000 |
| PROJECT BELOVED THE MOLLY JANE MISSION | |||||||
| 2930 BLEDSOE ST | FORT WORTH | TX | 76107 | N/A | N/A | CHARITABLE | $5,000 |
| PROJECT VERITAS | |||||||
| 1214 BOSTON POST ROAD NO 148 | MAMARONECK | NY | 10543 | N/A | N/A | CHARITABLE | $6,500 |
| REACH ORLANDO CHURCH | |||||||
| 3580 ALOMA AVE | WINTER PARK | FL | 32792 | N/A | N/A | CHARITABLE | $113,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | N/A | CHARITABLE | $7,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | N/A | CHARITABLE | $2,000 |
| THE COLORADO TRAIL FOUNDATION | |||||||
| 710 10TH ST | GOLDEN | CO | 80401 | N/A | N/A | CHARITABLE | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | N/A | CHARITABLE | $5,000 |
| VALIANT AIR COMMAND INC | |||||||
| 6600 TICO RD | TITUSVILLE | FL | 32780 | N/A | N/A | CHARITABLE | $10,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | N/A | N/A | CHARITABLE | $2,000 |
| YOUNG AMERICA'S FOUNDATION INC | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | N/A | CHARITABLE | $2,500 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | N/A | N/A | CHARITABLE | $2,500 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 1100 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | N/A | CHARITABLE | $2,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 91499 | N/A | N/A | CHARITABLE | $6,000 |
| FREEDOM ALLIANCE | |||||||
| 25 W PICCADILLY STREET | WINCHESTER | VA | 22601 | N/A | N/A | CHARITABLE | $2,500 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | N/A | CHARITABLE | $3,500 |
| LIVE OAK WILDERNESS CAMP | |||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | N/A | N/A | CHARITABLE | $7,500 |
| FREEDOM WATCH INC | |||||||
| 2020 PENNSYLVANIA AVE NW STE 345 | WASHINGTON | DC | 20006 | N/A | N/A | CHARITABLE | $7,000 |
| ST FRANCIS MANOR OF VERO BEACH | |||||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | N/A | N/A | CHARITABLE | $8,000 |
| CARSON SCHOLARSHIP FUND INC | |||||||
| 305 W CHESAPEAKE AVENUE SUITE 310 | TOWSON | MD | 21204 | N/A | N/A | CHARITABLE | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | N/A | CHARITABLE | $5,000 |
| AMERICAN CORNERSTONE INSTITUTE | |||||||
| 50 F STREET NW SUITE 530 | WASHINGTON | DC | 20001 | N/A | N/A | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $200,717 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$12,349 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $188,368 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,368 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
| 8 | INCOME OF THE FOUNDATION IS DISTRIBUTED TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,286,704 | BookValueAmt |
| EOYFMV | $9,135,481 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROFESSIONAL FEES | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $382 | $382 | $0 |
| TAXES | $3,863 | $0 | $3,863 |
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