SAMUEL E AND MARY W THATCHER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL E AND MARY W THATCHER FOUNDATION INC (EIN 59-2230243)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202232979349100628
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T15:37:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 592230243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL E AND MARY W THATCHER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 3053794008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MCMILLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053794008 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | MCMILLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GIALLONARDO | PreparerPersonNm |
| PTIN | P00040924 | PTIN |
| Phone | 7866936300 | PhoneNum |
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 | 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 | $11,329,027 | 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 | $43,422 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,183 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,183 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $126,357 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $125,407 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,745 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,863 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,880,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,880,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,195,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,134,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,146,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,329 | CashBOYAmt |
| Cash EOY | $444,938 | CashEOYAmt |
| Cash EOYFMV | $444,938 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $220,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,433 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,433 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $21,150,441 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,543,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,543,656 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $65,325 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,852 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $21,475,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,328,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,329,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,475,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,328,656 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,475,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,328,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,475,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,328,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,475,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,146,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,328,656 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,328,656 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $42 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,363 | 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 | $5,363 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,363 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,363 | RefundAmt |
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 | JANE W MCMILLAN ESQ | IndividualWithBooksNm |
| Phone | 3053794008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD SUITE 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M RICHARDSON | ||||||||
| PO BOX 505 | EARLETON | FL | 32631 | DIRECTOR | 1.50 | $66,667 | $0 | $0 |
| PAUL M STOKES | ||||||||
| 9130 SOUTH DADELAND BLVD SUITE 1901 | MIAMI | FL | 33156 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| CLAUDIO M PEREZ | ||||||||
| 8850 SW 170TH STREET | PALMETTO BAY | FL | 33157 | DIRECTOR | 4.23 | $45,516 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STOKES MCMILLAN ANTUNEZ PA | |||||
| 9130 S DADELAND BLVD 1901 | MIAMI | FL | 33156 | LEGAL | $126,357 |
| FIDUCIARY TRUST INTERNATIONAL | |||||
| 2 ALHAMBRA PLAZA PENTHOUSE 1 | CORAL GABLES | FL | 33134 | ACCOUNT MANAGEMENT | $59,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,601,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,940,917 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,940,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,641,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $982,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $982,090 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $982,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $982,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $982,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,134,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,134,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $982,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,202,370 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,052,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,054,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,130,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,613,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,053,248 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,134,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $982,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,152,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,205,398 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,202,370 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,003,028 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,052,056 | ExcessFromYear4Amt |
| Excess From Year3 | $1,054,925 | ExcessFromYear3Amt |
| Excess From Year2 | $3,130,588 | ExcessFromYear2Amt |
| Excess From Year1 | $9,613,309 | ExcessFromYear1Amt |
| Excess From Current Year | $9,152,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | ||||||||
| 141 E COLLEGE AVE | DECATUR | GA | 30030 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN BIBLE SOCIETY | ||||||||
| 101 NORTH INDEPENDENCE MALL EAST FL | PHILADELPHIA | PA | 191062155 | N/A | PC | GENERAL SUPPORT | $100,000 | 8 |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| BILLY GRAHAM EVANGELISTIC ASSOC | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| BILLY GRAHAM TRAINING CENTER | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| CARE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | ||||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | N/A | PC | GENERAL SUPPORT | $300,000 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| CHRISTIAN ENTERPRISES OF ORLANDO | ||||||||
| PO BOX 178 | AUBURN | AL | 36831 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COLUMBIA THEOLOGICAL SEMINARY | ||||||||
| 701 S COLUMBIA DR | DECATUR | GA | 30030 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| DARLINGTON SCHOOL | ||||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | N/A | PC | GENERAL SUPPORT | $2,000,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 280357170 | N/A | PC | SCHOLARSHIP FUND | $340,000 | |
| EASTER SEALS SOUTH FLORIDA INC | ||||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ECHO CUBA | ||||||||
| PO BOX 546135 | MIAMI | FL | 33154 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| ECKERD COLLEGE | ||||||||
| 4200 54TH AVENUE SOUTH | ST PETERSBURG | FL | 33711 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| FAR EAST BROADCASTING COMPANY | ||||||||
| PO BOX 1 | LA MIRADA | CA | 90637 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES MIAMI | ||||||||
| PO BOX 140594 | CORAL GABLES | FL | 33114 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FOCUS ON THE FAMILY | ||||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| GOODWILL INDUSTRIES OF SOUTH FLORIDA | ||||||||
| 2121 NW 21ST ST | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| HABITAT FOR HUMANITY OF GREATER MIAMI | ||||||||
| 3800 NW 22ND AVE | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| HIGH GROUND ASSOCIATES DBA INTERNATIONAL LEADERSHIP GROUP | ||||||||
| 12989 ABRA DR | SAN DIEGO | CA | 92128 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HOSPICE FOUNDATION OF AMERICA | ||||||||
| 1707 L STREET NW STE 220 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| HUMANE SOCIETY OF GREATER MIAMI INC | ||||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| INFAITHAMERICAN MISSIONARY FELLOWSHIP | ||||||||
| 145 JOHN ROBERT THOMAS DRIVE | EXTON | PA | 19341 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | ||||||||
| PO BOX 7895 | MADISON | WI | 537919703 | N/A | PC | SUPPORT FOR MISSIONS | $350,000 | |
| KEY LIFE NETWORK | ||||||||
| 539 VERSAILLES DR | MAITLAND | FL | 32751 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| KING UNIVERSITY | ||||||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| KNOX FELLOWSHIP | ||||||||
| 20054 HERITAGE POINT DR | TAMPA | FL | 33647 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| LIGONIER MINISTRIES | ||||||||
| 421 LIGONIER COURT | SANFORD | FL | 32771 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| LOGOI | ||||||||
| 12900 SW 128TH STREET STE 204 | MIAMI | FL | 33186 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LUIS PALAU ASSOCIATION | ||||||||
| PO BOX 50 | PORTLAND | OR | 97207 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MAN IN THE MIRROR | ||||||||
| 1375 STATE ROAD 436 | CASSELBERRY | FL | 32707 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MEDICAL BENEVOLENCE FOUNDATION | ||||||||
| 9555 W SAM HOUSTON PARKWAY SOUTH | HOUSTON | TX | 77099 | N/A | PC | GENERAL SUPPORT | $100,000 | STE 170 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| PO BOX 27106 GIFT ADMINISTRATION | NEW YORK | NY | 10087 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| MIAMI INTERNATIONAL SEMINARY | ||||||||
| 14401 OLD CUTLER RD STE B | MIAMI | FL | 33158 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MIAMI LIGHTHOUSE FOR THE BLIND | ||||||||
| 601 SW 8TH AVENUE | MIAMI | FL | 33130 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| MIAMI RESCUE MISSION | ||||||||
| 2159 NW 1ST COURT | MIAMI | FL | 33127 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| MISSION AVIATION FELLOWSHIP | ||||||||
| PO BOX 47 | NAMPA | ID | 836530047 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| MONTREAT COLLEGE | ||||||||
| PO BOX 1267 | MONTREAT | NC | 28757 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| PROJECT HOPE THE PEOPLE TO PEOPLE | ||||||||
| 7500 OLD GEORGETOWN ROAD STE 600 | BETHESDA | MD | 20814 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| RBC MINISTRIES DBA OUR DAILY MINISTRIES | ||||||||
| 3000 KRAFT AVE SE | GRAND RAPIDS | MI | 49512 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| REFORMED THEOLOGICAL SEMINARY | ||||||||
| 1231 REFORMATION DRIVE | OVIEDO | FL | 32765 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| RIVERSIDE CHRISTIAN MINISTRIES INC | ||||||||
| 968 NW 2ND ST | MIAMI | FL | 33128 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| SOUTH FLORIDA PBS INC | ||||||||
| PO BOX 610002 | MIAMI | FL | 33181 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| STARKVILLE CHRISTIAN SCHOOL | ||||||||
| 303 LYNN LANE | STARKVILLE | MS | 39759 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| SYLVESTER COMPREHENSIVE CANCER CENTER | ||||||||
| 1191 E NEWPORT CENTER DRIVE STE 107 | DEERFIELD BEACH | FL | 33442 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| THE JESUS FILM PROJECT | ||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| THE NAVIGATORS | ||||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 809346000 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| THE SALVATION ARMY | ||||||||
| 1907 NW 38TH STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $275,000 | |
| THORNWELL | ||||||||
| 302 S BROAD STREET | CLINTON | SC | 29325 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TOCCOA FALLS COLLEGE | ||||||||
| PO BOX 800809 | TOCCOA FALLS | GA | 30598 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TRANS WORLD RADIO | ||||||||
| PO BOX 8700 | CARY | NC | 27512 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| TRINITY INTERNATIONAL UNIVERSITY | ||||||||
| 2065 HALF DAY ROAD | DEERFIELD | IL | 600151241 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| UNITED WAY OF MIAMI DADE | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| WESLEY COMMUNITY CHURCH OF THE NAZARENE | ||||||||
| 303 LYNN LANE | STARKVILLE | MS | 39759 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WHITWORTH UNIVERSITY | ||||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 992512515 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| WORDS OF HOPE | ||||||||
| 700 BALL AVE NE | GRAND RAPIDS | MI | 495031308 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WORLD RELIEF DUPAGEAURORA | ||||||||
| 7 EAST BALTIMORE STREET | BALTIMORE | MD | 21202 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| WORLD TEAM USA INC | ||||||||
| 1431 STUCKERT RD | WARRINGTON | PA | 189761526 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 980639716 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| WYCLIFFE BIBLE TRANSLATORS | ||||||||
| PO BOX 628211 | ORLANDO | FL | 328628211 | N/A | PC | SUPPORT FOR MISSIONS | $100,000 | |
| YOUNG LIFE | ||||||||
| 420 N CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| YOUTH FOR CHRIST INTERNATIONAL | ||||||||
| PO BOX 4555 | ENGLEWOOD | CA | 80155 | N/A | PC | GENERAL SUPPORT | $150,000 | |
| YOUTH FOR CHRIST GREATER MIAMI | ||||||||
| PO BOX 561101 | MIAMI | FL | 332561101 | N/A | PC | GENERAL SUPPORT | $168,000 | |
| YOUTH FOR CHRIST PALM BEACH | ||||||||
| 800 NORTHPOINT PARKWAY SUITE 202 | WEST PALM BEACH | FL | 33407 | N/A | PC | GENERAL SUPPORT | $80,000 | |
| YOUTH FOR CHRIST POLK COUNTY | ||||||||
| PO BOX 2584 | WINTER HAVEN | FL | 33883 | N/A | PC | GENERAL SUPPORT | $32,000 | |
| YOUTH FOR CHRIST USA | ||||||||
| PO BOX 4478 | ENGLEWOOD | CO | 80155 | N/A | PC | GENERAL SUPPORT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,880,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,074 | TotalIncomeProducingActyAmt |
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 |
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 | MARY W THATCHER 1968 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $10,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,745 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,543,285 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,543,656 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $126,357 | LegalFeesAmt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125,407 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR EXPENSES | $22 | $0 | $22 |
| DIRECTOR EXPENSES | $1,840 | $0 | $1,840 |
| BANK FEES | $180 | $0 | $180 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR FEES | $3,863 | $0 | $3,863 |
| ACCOUNT MANAGEMENT FEES | $59,746 | $59,746 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PREMIUM | CategoryTxt |
| Amt | $367 | Amt |
| Net Investment Income | $367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |