EDWARD E & LILLIAN H BISHOP FDN 007087-000: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E & LILLIAN H BISHOP FDN 007087-000 (EIN 51-6017762)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-23
- IRS object ID
- 202213279349100501
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-23T07:00:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E CARY ST SUITE 201 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516017762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD E & LILLIAN H BISHOP FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3026511942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMINGTON TRUST | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 3026511942 | PhoneNum |
| Signature | 2022-11-23 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stewart | PersonFirstNm |
| Person Last | Pollack | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 8043446000 | PhoneNum |
| Preparation | 2022-11-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,318,959 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $192,434 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,346,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,223,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,133,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,824,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,133,430 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,673,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,356,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $577,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $132,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $98,266 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,883 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78,383 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $355,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $148,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $206,905 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83,533 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $20,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20,694 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,207,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $465,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,665,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,665,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,873,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,131,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,799,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,103,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $320,660 | CashBOYAmt |
| Cash EOY | $1,492,630 | CashEOYAmt |
| Cash EOYFMV | $1,492,630 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,114,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,770,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,770,430 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $61,672,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,317,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,698,954 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,528,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,796,494 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,677,291 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,449,025 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,495,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,679,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $83,085,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,872,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,318,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $83,033,680 | CapitalStockBOYAmt |
| Capital Stock EOY | $92,820,747 | CapitalStockEOYAmt |
| Retained Earning BOY | $51,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,085,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,872,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,085,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,872,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,085,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,799,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,809 | OtherIncreasesAmt |
| Subtotal | $92,890,013 | SubtotalAmt |
| Other Decreases | $17,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,872,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20000. AON PLC 2.800% 3/15/21 | 2015-11-23 | 2021-02-15 | $20,000 | $20,000 | |||
| 1350. AT&T INC | 2016-12-01 | 2021-10-20 | $35,048 | $52,141 | -$17,093 | -$17,093 | |
| 1127. ACTIVISION BLIZZARD INC | 2020-09-10 | 2021-04-21 | $104,594 | $90,612 | $13,982 | $13,982 | |
| 100000. ALBUQUERQUE NM MUN 3.000% 8/01/21 | 2010-11-01 | 2021-08-01 | $100,000 | $100,000 | |||
| .95 ANALOG DEVICES INCORPORATED | 2014-01-02 | 2021-09-24 | $165 | $42 | $123 | $123 | |
| 20000. APPLE COMPUTER INC COMMON | 2021-01-19 | $2,544,962 | $201,957 | $2,343,005 | $2,343,005 | ||
| 3800. AUTOMATIC DATA PROCESSING INC | 2021-01-19 | $611,813 | $150,150 | $461,663 | $461,663 | ||
| 300. BLACKROCK INCORPORATED CLASS A | 2021-01-19 | $219,144 | $158,752 | $60,392 | $60,392 | ||
| 14000. CVS HEALTH CORP 3.350% 3/09/21 | 2021-03-09 | $14,000 | $14,000 | ||||
| 12500. CHEVRONTEXACO CORP | 2021-01-19 | $1,180,618 | $79,373 | $1,101,245 | $1,101,245 | ||
| 6000. CISCO SYS INC COM | 2021-01-19 | $270,259 | $133,553 | $136,706 | $136,706 | ||
| 30000. CITIGROUP INC V-Q 2.312% 11/04/22 | 2019-11-21 | 2021-11-04 | $30,000 | $30,000 | |||
| 2000. COCA COLA COMPANY | 2013-02-04 | 2021-01-19 | $96,616 | $74,890 | $21,726 | $21,726 | |
| 500. COSTCO WHOLESALE CORPORATION | 2021-01-19 | $177,488 | $72,770 | $104,718 | $104,718 | ||
| 30000. DTE ENERGY CO 3.700% 8/01/23 | 2019-12-04 | 2021-07-01 | $31,967 | $30,792 | $1,175 | $1,175 | |
| 1500. DANAHER CORPORATION | 2021-01-19 | $355,555 | $67,991 | $287,564 | $287,564 | ||
| 100000. ENERGY NORTHWEST WA 5.000% 7/01/21 | 2021-07-01 | $100,000 | $100,000 | ||||
| 15000. ENTERPRISE PRODU 2.800% 1/31/30 | 2021-10-20 | $15,571 | $14,991 | $580 | $580 | ||
| 10000. EXELON GENERATION 4.250% 6/15/22 | 2014-01-29 | 2021-07-21 | $10,238 | $9,908 | $330 | $330 | |
| 25000. EXXON MOBIL CORP COM | 2021-01-19 | $1,229,123 | $31,478 | $1,197,645 | $1,197,645 | ||
| 5000. EXXON MOBIL CORP COM | 1962-11-06 | 2021-04-21 | $274,319 | $6,140 | $268,179 | $268,179 | |
| 1000. META PLATFORMS, INC-A | 2021-07-21 | 2021-10-20 | $340,251 | $341,533 | -$1,282 | -$1,282 | |
| 10000. HONEYWELL INTERNAT 0.483% 8/19/22 | 2020-08-17 | 2021-08-19 | $10,000 | $10,000 | |||
| 20000. IBM CREDIT CORP 3.600% 11/30/21 | 2019-02-01 | 2021-03-26 | $20,464 | $20,072 | $392 | $392 | |
| 6000. INTEL CORPORATION | 2007-06-01 | 2021-01-19 | $348,746 | $134,250 | $214,496 | $214,496 | |
| 1800. ISHARES TIPS BOND ETF | 2021-01-19 | $229,066 | $203,535 | $25,531 | $25,531 | ||
| 3000. ISHARES RUSSELL 1000 GROWTH ETF | 2010-07-27 | 2021-04-21 | $772,407 | $148,712 | $623,695 | $623,695 | |
| 3800. ISHARES RUSSELL 2000 GROWTH ETF | 2017-02-13 | 2021-01-19 | $1,185,305 | $608,821 | $576,484 | $576,484 | |
| 4000. J P MORGAN CHASE & CO COM | 2021-01-19 | $556,300 | $312,380 | $243,920 | $243,920 | ||
| 3000. JOHNSON & JOHNSON COMMON ~ | 2021-01-19 | $486,427 | $94,924 | $391,503 | $391,503 | ||
| 2000. MERCK & CO INC | 2015-02-17 | 2021-01-19 | $166,233 | $117,732 | $48,501 | $48,501 | |
| 4000. METLIFE INCORPORATED | 2021-01-19 | $208,071 | $191,064 | $17,007 | $17,007 | ||
| 33814.79 METWEST TOTAL RETURN BOND FD CL I | 2021-04-21 | $369,258 | $392,220 | -$22,962 | -$22,962 | ||
| 21130.265 METWEST TOTAL RETURN BOND FD CL I | 2021-04-21 | $230,742 | $221,946 | $8,796 | $8,796 | ||
| 81679.395 METWEST TOTAL RETURN BOND FD CL I | 2020-10-23 | 2021-07-21 | $902,557 | $945,847 | -$43,290 | -$43,290 | |
| 8818.342 METWEST TOTAL RETURN BOND FD CL I | 2020-05-05 | 2021-07-21 | $97,443 | $100,000 | -$2,557 | -$2,557 | |
| 60000. MONROE IN CENT SCH 3.250% 7/15/21 | 2010-09-22 | 2021-01-15 | $60,000 | $60,000 | |||
| 60000. MONROE IN CENT SCH 3.250% 7/15/21 | 2010-09-22 | 2021-07-15 | $60,000 | $60,000 | |||
| 3600. NEXTERA ENERGY INC | 1994-06-08 | 2021-01-19 | $296,678 | $14,398 | $282,280 | $282,280 | |
| 177514.032 NUVEEN SHORT DUR H/Y MUNI CL I | 2021-01-19 | $1,819,519 | $1,775,000 | $44,519 | $44,519 | ||
| 6000. ORACLE CORPORATION | 2021-01-19 | $367,972 | $268,382 | $99,590 | $99,590 | ||
| .5 ORGANON & CO | 2015-02-17 | 2021-06-14 | $15 | $14 | $1 | $1 | |
| 1546. ORGANON & CO | 2021-07-21 | $45,920 | $33,102 | $12,818 | $12,818 | ||
| 10000. PECO ENERGY CO 1.700% 9/15/21 | 2016-09-14 | 2021-09-15 | $10,000 | $10,000 | |||
| 2700. PNC FINANCIAL SERVICES GROUP INC | 2021-01-19 | $419,698 | $336,251 | $83,447 | $83,447 | ||
| 1500. PEPSICO INC COMMON ~ | 2021-01-19 | $213,453 | $95,254 | $118,199 | $118,199 | ||
| 1000. PEPSICO INC COMMON ~ | 2021-10-20 | $161,594 | $58,950 | $102,644 | $102,644 | ||
| 15000. PFIZER INCORPORATED | 2021-01-19 | $551,731 | $116,526 | $435,205 | $435,205 | ||
| 708. PHILIP MORRIS INTL INC | 2009-04-01 | 2021-01-19 | $58,037 | $25,291 | $32,746 | $32,746 | |
| 1500. PROCTER & GAMBLE CO COM | 2021-01-19 | $201,940 | $129,982 | $71,958 | $71,958 | ||
| 1500. PROCTER & GAMBLE CO COM | 2021-10-20 | $212,630 | $102,053 | $110,577 | $110,577 | ||
| 15000. SUNTRUST BANKS INC 2.700% 1/27/22 | 2017-02-01 | 2021-12-27 | $15,000 | $15,000 | |||
| 1100. SYSCO CORP COMMON | 2021-01-19 | $82,997 | $32,999 | $49,998 | $49,998 | ||
| 2800. 3M CO | 2021-01-19 | $470,540 | $223,653 | $246,887 | $246,887 | ||
| 1600. THE TRAVELERS COMPANIES INC | 2021-01-19 | $229,127 | $187,508 | $41,619 | $41,619 | ||
| 4600. VANGUARD INT-TRM BOND ETF | 2019-08-08 | 2021-07-21 | $417,878 | $402,983 | $14,895 | $14,895 | |
| 40431.267 VANGUARD INT-TRM TAX EXMPT CL ADML | 2019-03-11 | 2021-04-21 | $600,000 | $568,464 | $31,536 | $31,536 | |
| 40241.449 VANGUARD INT-TRM TAX EXMPT CL ADML | 2021-07-21 | $600,000 | $571,421 | $28,579 | $28,579 | ||
| 2230. VERIZON COMMUNICATIONS | 2021-04-21 | $130,203 | $95,310 | $34,893 | $34,893 | ||
| 10705. VIATRIS INC | 2021-01-19 | $185,563 | $9,777 | $175,786 | $175,786 | ||
| 2000. WALGREENS BOOTS ALLIANCE INC | 2021-01-19 | $96,459 | $86,083 | $10,376 | $10,376 | ||
| 30000. WELLS FARGO & CO MTN 2.100% 7/26/21 | 2021-07-26 | $30,000 | $30,000 | ||||
| 100000. WESTCHESTER CNTY NY 5.000% 1/01/21 | 2017-10-20 | 2021-01-01 | $100,000 | $100,000 | |||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,770 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,133,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $182,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $182,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $182,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,560 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $8,240 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $137,581 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | ATTN CARLO LOMBORDI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026511942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST DE3-C070 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | 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 | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BURDETTE R PARENT | ||||||
| 1301 6TH AVENUE W SUITE 600 | BRANDENTON | FL | 34205 | CO-TRUSTEE | 10 | $37,500 |
| ROBERT G BLALOCK | ||||||
| 802 11TH STREET W | BRANDENTON | FL | 34209 | CO-TRUSTEE | 10 | $45,000 |
| MARY E JARRELL | ||||||
| 4000 RIVERVIEW BLVD | BRANDENTON | FL | 34209 | CO-TRUSTEE | 10 | $37,500 |
| WILMINGTON TRUST COMPANY | ||||||
| 1100 N MARKET STREET | WILMINGTON | DE | 198900001 | CO-TRUSTEE | 10 | $444,740 |
| RICHARD PRATT | ||||||
| 1111 9TH AVENUE | BRADENTON | FL | 34205 | CO-TRUSTEE | 10 | $12,500 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $160,743,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,177,817 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,921,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,921,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,473,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,447,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,122,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,122,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $182,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $182,141 | TotalTaxAmt |
| Distributable Before Adj | $7,940,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,940,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,940,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,131,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,131,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,940,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $371,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $371,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,131,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,131,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $371,618 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $371,618 | 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 | $4,437,624 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILMINGTON TRUST CO ATTN CARLO LOM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026511942 | RecipientPhoneNum |
| Form And Info And Materials | LETTER TO TRUSTEE INDICATING AMOUNT REQUESTED AND CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30TH EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE AS SELECTED BY TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NATE'S HONOR ANIMAL RESCUE | ||||||||
| 4951 LORRAINE RD | BRADENTON | FL | 34211 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 | |
| BOYS &GIRLS CLUB OF MANATEE CNTY | ||||||||
| 5236 30TH ST W 2ND FL | BRADENTON | FL | 34207 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| BRADENTON CHRISTIAN SCHOOL | ||||||||
| 3304 43RD ST W | BRADENTON | FL | 34209 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| CENTERSTONE OF FLORIDA | ||||||||
| 2020 26TH AVE E | BRADENTON | FL | 34208 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $300,000 | |
| COMMUNITY COALITION ON HOMELESSNESS | ||||||||
| 701 17TH AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $120,450 | |
| EASTER SEAL OF SOUTHWEST FLORIDA | ||||||||
| 350 BRADEN AVE | SARASOTA | FL | 34243 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 | |
| FOUNDATION OF DREAMS INC | ||||||||
| 16110 DREAM OAKS PLACE | BRADENTON | FL | 34212 | NONE | PUBLIC CHARTITY | GENERAL PURPOSES | $10,000 | |
| MANTEE CHILDREN'S SERVICES INC | ||||||||
| 1227 9TH AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $48,000 | |
| MANATEE COMMUNITY FOUNDATION | ||||||||
| 2820 MANATEE AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $200,000 | |
| MANATEE COUNTY FAMILY YMCA | ||||||||
| 5100 LAKEWOOD RANCH BLVD | BRADENTON | FL | 34211 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| MANATEE RIVER PRAM FLEET | ||||||||
| 4307 13 ST W | PALMETTO | FL | 34221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| MEALS ON WHEELS PLUS OF MANATEE | ||||||||
| 811 23RD AVE E | BRADENTON | FL | 34208 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| NEURO CHALLENGE FUND FOR PARKINSON'S | ||||||||
| 722 APEX RD SUITE A | SARASOTA | FL | 34240 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 | |
| PROJECT LIGHT OF MANATEE | ||||||||
| 1104 14TH ST W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| REFLECTIONS OF MANATEE INC | ||||||||
| 1302 4TH AVE E | BRADENTON | FL | 34208 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 | |
| RINGLING COLLEGE OF ART AND DESIGN | ||||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34234 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | |
| SALVATION ARMY - MANATEE COUNTY | ||||||||
| 1204 14TH ST W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| SOUTHEASTERN GUIDE DOGS INC | ||||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| TAKE STOCK IN CHILDREN | ||||||||
| P O BOX 325 | PALMETTO | FL | 34220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| THE CENTER FOR ANNA MARIA ISLAND | ||||||||
| P O BOX 253 | ANNA MARIA | FL | 32416 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | |
| VAN WEZEL FOUNDATION | ||||||||
| 777 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| WOMEN'S RESOURCE CENTER | ||||||||
| 1926 MANATEE AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| MANATEE COUNTY HABITAT FOR HUMANITY | ||||||||
| 1901 MANATEE AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 | |
| MANATEE COUNTY GIRLS CLUB | ||||||||
| 1011 21ST ST E | BRADENTON | FL | 34208 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | DBA JUST FOR GIRLS |
| HUMANE SOCIETY OF LAKEWOOD RANCH INC | ||||||||
| 259 GOPHER HILL RD | MYAKKA CITY | FL | 342518884 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 | |
| PROSPECT RIDING CENTER | ||||||||
| 34250 FL-70 EAST | MYAKKA CITY | FL | 34251 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| HEALTHY TEENS COALITION OF MANATEE CNTY | ||||||||
| 120 40TH ST NW | BRADENTON | FL | 34209 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 | |
| NEW COLLEGE FOUNDATION | ||||||||
| 5800 BAY SHORE ROAD | SARASOTA | FL | 34243 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $12,500 | |
| BRADENTON WOMEN'S CLUB | ||||||||
| 1705 MANATEE AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| TRULY VALUED INC | ||||||||
| 1119 63RD AVE E | BRADENTON | FL | 34203 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 | |
| UF FOUNDATION INC | ||||||||
| GIFT PROCESSING | GAINESVILLE | FL | 326049949 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 | |
| AMERICAN CANCER SOCIETY INC - TAMPA | ||||||||
| PO BOX 17127 | TAMPA | FL | 33682 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $156,000 | |
| BEYOND THE SPECTRUM | ||||||||
| 73333 INTERNATIONAL PLACE | SARASOTA | FL | 34240 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 1000 TAMIAMI TRAIL | VENICE | FL | 34285 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $12,000 | THE SUN COAST INC |
| BISHOP MUSEUM OF SCIENCE AND NATURE | ||||||||
| 201 10TH ST W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $250,000 | |
| FRIENDS OF THE PELICANS | ||||||||
| 9904 SPOONBILL RD E | BRADENTON | FL | 34209 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 | |
| MANATEE LITERACY COUNCIL | ||||||||
| 3501 CORTEX RD W | BRADENTON | FL | 34210 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 | |
| REALIZE BRADENTON | ||||||||
| 1001 MANATEE AVE W | BRADENTON | FL | 34205 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 | |
| THE FLORIDA CENTER FOR EARLY CHILDHOOD | ||||||||
| 4620 17TH ST | SARASOTA | FL | 34235 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 | |
| UNIDOS NOW | ||||||||
| 1750 17TH ST | SARASOTA | FL | 34234 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 | |
| CHILREN'S GUARDIAN FUND | ||||||||
| PO BOX 49722 | SARASOTA | FL | 34230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $15,000 | |
| SPCA OF MANATEE COUNTY | ||||||||
| 5718 21ST AVE W | BRADENTON | FL | 34201 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $430,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,665,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,346,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,133,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,480,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,480,835 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & LILLIAN BISHOP 004327-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOUNDATION | OrganizationTypeDesc |
| Relationship Description | COMMON TRUSTEES AND CHECKING ACCOUNT | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & LILLIAN BISHOP FDN | BusinessNameLine1Txt |
| Business Name Line2 | 51-6012909 | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $192,434 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES FROM WTC | $1,500 | $1,500 | |
| ACCOUNTING FEES FROM CHECKING | $26,575 | $26,575 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES FROM WTC | $19,883 | $19,883 | |
| LEGAL FEES FROM CHECKING | $78,383 | $78,383 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $17,282 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $3,434 | $0 | $3,434 |
| PRINTING | $879 | $0 | $879 |
| REPAIRS | $430 | $0 | $430 |
| RENT | $9,900 | $0 | $9,900 |
| INSURANCE | $2,443 | $0 | $2,443 |
| UTILITIES | $3,608 | $0 | $3,608 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $2,679 |
| OTHER CAPITAL CHANGES | $2,130 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROF FEES FROM WTC | $296,493 | $148,247 | $148,247 |
| CONSULTING FEES FROM CHECKING | $17,688 | $17,688 | |
| IT/WEBSITE FROM CHECKING | $40,970 | $40,970 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $26,500 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $18,320 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $54,371 | $54,371 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $29,162 | $29,162 | $0 |
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