SUSAN ROYAL WURTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN ROYAL WURTH FOUNDATION INC (EIN 65-0647302)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-29
- IRS object ID
- 202102419349100500
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-29T12:33:16-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Luana A Hamilton CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6389 Melissa Way | AddressLine1Txt |
| City | Lake Worth | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650647302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Royal Wurth Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 5619966581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 SW 16th Street | AddressLine1Txt |
| City | Belle Glade | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33430 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Royal | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5619966581 | PhoneNum |
| Signature | 2021-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Royal | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Luana Hamilton | PreparerPersonNm |
| PTIN | P00025530 | PTIN |
| Phone | 5613469532 | PhoneNum |
| Preparation | 2021-08-29 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $896,873 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$141,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $20,658 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$1,082 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,067 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$6,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,658 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $54 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $54 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $579 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,745 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,658 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,361 | CashBOYAmt |
| Cash EOY | $25,046 | CashEOYAmt |
| Cash EOYFMV | $57,046 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,114 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,772 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,772 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,772 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $954,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $575,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $129,719 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $404,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $658,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $623,222 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,403,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $896,873 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,403,629 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,345,701 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,403,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,403,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,403,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,928 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,345,701 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3200 shs Costmare Inc | P | 2018-09-07 | 2020-01-15 | $20,320 | $0 | $21,096 | -$776 | $0 | $0 | $0 | -$776 |
| 1000 Intel Corp | P | 2018-09-07 | 2020-01-17 | $53,915 | $0 | $47,623 | $6,292 | $0 | $0 | $0 | $6,292 |
| 22 Call CTL expired | P | 2019-09-07 | 2020-01-01 | $2,725 | $0 | $0 | $2,725 | $0 | $0 | $0 | $2,725 |
| 5 Call GILD expired | P | 2019-09-07 | 2020-01-17 | $3,380 | $0 | $0 | $3,380 | $0 | $0 | $0 | $3,380 |
| 20 Call GME expired | P | 2019-02-05 | 2020-01-17 | $1,726 | $0 | $0 | $1,726 | $0 | $0 | $0 | $1,726 |
| 25 Call HPQ expired | P | 2019-05-31 | 2020-01-17 | $3,685 | $0 | $0 | $3,685 | $0 | $0 | $0 | $3,685 |
| 10 Call LP expired | P | 2019-09-17 | 2020-01-17 | $2,293 | $0 | $0 | $2,293 | $0 | $0 | $0 | $2,293 |
| 37 Call RIG expired | P | 2019-02-05 | 2020-01-17 | $4,355 | $0 | $0 | $4,355 | $0 | $0 | $0 | $4,355 |
| 4 Call WFC expired | P | 2019-08-31 | 2020-01-17 | $2,018 | $0 | $0 | $2,018 | $0 | $0 | $0 | $2,018 |
| 200 shs AT&T Inc | P | 2018-02-06 | 2020-02-04 | $7,505 | $0 | $7,504 | $1 | $0 | $0 | $0 | $1 |
| 700 shs CenturyLink Inc | P | 2014-12-30 | 2020-02-04 | $9,705 | $0 | $28,578 | -$18,873 | $0 | $0 | $0 | -$18,873 |
| 1000 shs Costamare Inc | P | 2018-09-07 | 2020-02-04 | $8,101 | $0 | $6,592 | $1,509 | $0 | $0 | $0 | $1,509 |
| 1000 shs Gamestop Corp Cl A | P | 2018-04-27 | 2020-02-04 | $4,143 | $0 | $23,808 | -$19,665 | $0 | $0 | $0 | -$19,665 |
| 200 shs Gilead Science | P | 2018-09-07 | 2020-02-04 | $13,482 | $0 | $14,702 | -$1,220 | $0 | $0 | $0 | -$1,220 |
| 1000 shs HP Inc com | P | 2018-02-06 | 2020-02-04 | $21,632 | $0 | $21,398 | $234 | $0 | $0 | $0 | $234 |
| 500 shs L Brands Inc Com | P | 2017-10-20 | 2020-02-04 | $11,735 | $0 | $22,101 | -$10,366 | $0 | $0 | $0 | -$10,366 |
| 1000 shs Owens & Minor Inc New | P | 2018-05-31 | 2020-02-04 | $5,845 | $0 | $16,690 | -$10,845 | $0 | $0 | $0 | -$10,845 |
| 400 shs wells Fargo & Co New | P | 2018-02-06 | 2020-02-04 | $19,033 | $0 | $23,406 | -$4,373 | $0 | $0 | $0 | -$4,373 |
| 10 Call GMLP expired | P | 2019-08-26 | 2020-02-21 | $900 | $0 | $0 | $900 | $0 | $0 | $0 | $900 |
| 100 shs SPDR S&P 500 ETF Trust | P | 2020-02-04 | 2020-02-25 | $31,200 | $0 | $32,893 | -$1,693 | $0 | $0 | $0 | -$1,693 |
| 400 shs CenturyLink Inc | P | 2014-12-30 | 2020-03-27 | $3,630 | $0 | $16,330 | -$12,700 | $0 | $0 | $0 | -$12,700 |
| 400 shs CenturyLink Inc | P | 2018-09-07 | 2020-03-27 | $3,630 | $0 | $8,959 | -$5,329 | $0 | $0 | $0 | -$5,329 |
| 1500 shs Corecific Inc | P | 2017-01-26 | 2020-03-27 | $16,737 | $0 | $44,619 | -$27,882 | $0 | $0 | $0 | -$27,882 |
| 1300 shs Costamare Inc | P | 2018-09-07 | 2020-03-27 | $5,736 | $0 | $8,570 | -$2,834 | $0 | $0 | $0 | -$2,834 |
| 1000 shs Gamestop Corp Cl A New | P | 2017-04-27 | 2020-03-27 | $4,250 | $0 | $23,808 | -$19,558 | $0 | $0 | $0 | -$19,558 |
| 935 shs Invesco Mortgage Capital | P | 2012-10-16 | 2020-03-27 | $4,302 | $0 | $19,456 | -$15,154 | $0 | $0 | $0 | -$15,154 |
| 500 L Brands Inc Com | P | 2018-09-07 | 2020-03-27 | $6,117 | $0 | $13,879 | -$7,762 | $0 | $0 | $0 | -$7,762 |
| 1000 Owens & Minor Inc New | P | 2018-05-31 | 2020-03-20 | $6,200 | $0 | $16,690 | -$10,490 | $0 | $0 | $0 | -$10,490 |
| 3 Call CMRE expired | P | 2019-08-26 | 2020-03-20 | $105 | $0 | $0 | $105 | $0 | $0 | $0 | $105 |
| 10 Call CMRE | P | 2019-11-18 | 2020-03-27 | $590 | $0 | $100 | $490 | $0 | $0 | $0 | $490 |
| 8 Call CTL | P | 2020-02-04 | 2020-03-27 | $424 | $0 | $160 | $264 | $0 | $0 | $0 | $264 |
| 10 Call ET | P | 2020-02-04 | 2020-03-27 | $550 | $0 | $190 | $360 | $0 | $0 | $0 | $360 |
| 5 Call LB | P | 2019-09-09 | 2020-03-27 | $550 | $0 | $500 | $50 | $0 | $0 | $0 | $50 |
| 500 shs Pimco Corporate & Income Opportunity | P | 2019-02-05 | 2020-06-10 | $8,065 | $0 | $8,449 | -$384 | $0 | $0 | $0 | -$384 |
| 600 shs DYN Credit & Mortg Inc Fund | P | 2019-02-05 | 2020-06-10 | $11,700 | $0 | $13,957 | -$2,257 | $0 | $0 | $0 | -$2,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$141,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,658 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $443 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $443 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$443 | OriginalReturnOverpaymentAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | John C Royal | IndividualWithBooksNm |
| Phone | 5619966581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 SW 16th St | AddressLine1Txt |
| City | Belle Glade | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| John B Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Pres, Trustee | 2.00 | $0 | $0 | $0 |
| Bryan Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | VP, Trustee | 2.00 | $0 | $0 | $0 |
| Joanne Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Trustee | 2.00 | $0 | $0 | $0 |
| Jeffrey Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Trustee | 2.00 | $0 | $0 | $0 |
| John C Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Trustee | 2.00 | $0 | $0 | $0 |
| Eric Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Trustee | 2.00 | $0 | $0 | $0 |
| Joshua Royal | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Trustee | 2.00 | $0 | $0 | $0 |
| James Herring | ||||||||
| 324 SW 16th Street | Belle Glade | FL | 33430 | Sec, Trustee | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $645,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,772 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $802,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $802,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $789,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $407 | TotalTaxAmt |
| Distributable Before Adj | $39,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,737 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,092 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,737 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,645 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,903 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,859 | ExcessFromYear4Amt |
| Excess From Year3 | $2,191 | ExcessFromYear3Amt |
| Excess From Year2 | $2,610 | ExcessFromYear2Amt |
| Excess From Year1 | $4,045 | ExcessFromYear1Amt |
| Excess From Current Year | $3,645 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | John C Royal | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 SW 16th Street | AddressLine1Txt |
| City | Belle Glade | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5619966581 | RecipientPhoneNum |
| Form And Info And Materials | Written letter stating purpose | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Belle Glade Chamber of | ||||||
| 540 South Main St | Belle Glade | FL | 33430 | PC | General Support | $500 |
| New Life Christian Fell | ||||||
| PO BOX 1063 | Taylorsville | NC | 28681 | PC | General Support | $2,500 |
| Salvation Army | ||||||
| 2100 Plam Beach Lakes Blvd | West Palm Beach | FL | 33409 | PC | General Support | $2,500 |
| Bearing Precious Seed | ||||||
| 1191 W County Line Rd | Greenwood | IN | 46142 | PC | General Support | $2,500 |
| Cure SMA | ||||||
| 925 Busse Rd | Elk Grove Village | IL | 60007 | PC | General Support | $10,000 |
| Fundamental Evangalist | ||||||
| 2251 East Beechwood Ave | Fresno | CA | 93720 | PC | General Support | $2,500 |
| Glades Youth Connection | ||||||
| PO BOX 159 | Belle Glade | FL | 33430 | PC | General Support | $1,000 |
| The Peoples Gospel Hour | ||||||
| PO BOX 55862 | Belle Glade | FL | 33430 | PC | General Support | $2,500 |
| Pregnancy Center of Okee | ||||||
| 808 NE Park St | Okeechobee | FL | 34972 | PC | General Support | $2,500 |
| The Refuge Ranch | ||||||
| 24240 SW Martin Hwy | Okeechobee | FL | 34974 | PC | General Support | $1,000 |
| Rock of Ages Ministry | ||||||
| PO BOX 2308 | Cleveland | TN | 37320 | PC | General Support | $2,500 |
| Leukemia & Lymphoma Soc | ||||||
| 3 International Dr | Port Chester | NY | 10573 | PC | General Support | $2,500 |
| Dunklin Memorial Church | ||||||
| 3342 SW Hosanah Lane | Okeechobee | FL | 34974 | PC | General Support | $2,500 |
| Quantum House | ||||||
| 987 45th St | West Palm Beach | FL | 33407 | PC | General Support | $2,500 |
| New Hope Girls | ||||||
| 4741 Baycedar Lane | Sarasota | FL | 34241 | PC | General Support | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$141,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From K-1's | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$2,046 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,046 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$104,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$106,809 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Action Business Corporation | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 SW 16th Street | AddressLine1Txt |
| City | Belle Glade | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Luana Hamilton Tax Preparation Fees | CategoryTxt |
| Amt | $3,675 | Amt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1200 shs AT&T Inc | $43,628 | $34,512 |
| 1000 units Energy Transfer LP | $7,910 | $6,180 |
| 300 shs Gilead Science | $22,054 | $17,478 |
| 1000 Golar Lng Partners LP | $34,203 | $2,580 |
| 1000 shs HP Inc Com | $21,398 | $24,590 |
| 500 shs L Brands Inc Com | $13,879 | $18,595 |
| 1700 shs Linnco LLC Escrow | $113 | $0 |
| 700 shs Lumen Technologies | $15,679 | $6,825 |
| 800 shs Navios Maritime Hldgs Inc | $79,794 | $1,800 |
| 17 shs Seadrill LTD | $169,768 | $5 |
| 3700 shs Transocean LTD | $144,809 | $8,547 |
| 500 shs Wells Fargo & Co New & Unexpired Options | $22,167 | $8,607 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 845 shs Eaton Vance Enhncd EQ | $14,956 | $18,328 |
| 100 shs Ishares Short Treasury BD | $11,072 | $11,053 |
| 1400 shs Nuveen S&P 500 Buy Write | $18,810 | $18,032 |
| 4500 shs Pimco Corp & Income OPP | $76,042 | $80,325 |
| 3000 shs Pimco DYN Credit & Mortg | $69,785 | $63,600 |
| 150 shs Pimco Enhanced Shrt Mtrt E | $15,267 | $15,306 |
| 4000 shs Pimco Energy Tactical Cr | $81,859 | $32,320 |
| 300 shs Vanguard FTSE Developed Mk | $13,067 | $14,163 |
| 1121.612 shs American Bd Fund | $15,336 | $15,467 |
| 1121.341 shs Calamos Market Neutral | $15,060 | $15,575 |
| 1165.331 shs Columbia Dividend Inc | $26,202 | $30,077 |
| 1157.604 First Eagle Overseas | $27,141 | $30,271 |
| 131.497 JP Morgan Emerging Mkts | $5,005 | $5,749 |
| 1454.527 shs JP Morgan Equity Inc | $27,476 | $28,698 |
| 1290.007 shs Loomis LMT Trm Govt | $14,702 | $14,912 |
| 739.548 Lord Abbett Sht Duration | $3,117 | $3,113 |
| 10646.094 shs MSIF Ultra Short Inc | $106,672 | $106,248 |
| 2644.752 shs Pimco Income 12 | $31,634 | $32,028 |
| 718.872 shs Pimco Short Term 12 | $7,081 | $7,067 |
| 1928.599 shs Pimco Total Return 12 | $20,864 | $20,443 |
| 2126.426 shs Principal Spc PRF & CP | $21,842 | $22,264 |
| 139.417 T Rowe Price Blue Chip Fu | $20,270 | $23,076 |
| 1131.603 shs Thornburg LTD TM US | $15,107 | $15,107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| License and fees | $62 | $62 | |
| Invesment management fees | $7,745 | $7,745 | |
| Non-deductible exp from K-1 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $997 | $997 |
| Energy Transfer LP ET K-1 Rental In | $1 | $1 |
| Energy Transfer LP SUN K-1 Rental Inc | $7 | $7 |
| Energy Transfer LP SUN K-1 Ordinary | $62 | $62 |
| Energy Transfer LP ET K-1 dissalowed | -$2,111 | |
| Energy Transfer LP USAC K-1 dissalowed | -$38 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Net investment tax 2019 | $136 |
| Net investment tax 2020 | $443 |