HOBBS CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOBBS CHARITABLE FOUNDATION (EIN 45-4067573)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-15
- IRS object ID
- 202110469349100201
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-15T04:50:24-08:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811010213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LICHT & ANDREWS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3033 Riviera Dr Suite 106 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454067573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hobbs Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | UA DTD 12162011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBB | BusinessNameControlTxt |
| Phone | 9418705592 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 N Collier Blvd Unit 501 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allen Hobbs | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael A Licht | PreparerPersonNm |
| PTIN | P00275534 | PTIN |
| Phone | 2392624513 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,471,598 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $185 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $185 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $185 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,300 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,300 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $549,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $598,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $549,324 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,757 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $561,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,809 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,485 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,366 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,366 | LegalFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,485 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,449 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,449 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $100 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $100 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $100 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $100 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $580,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $475,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,993,089 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $365,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $302,960 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,030,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,016,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,471,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,739,100 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,739,100 | CapitalStockEOYAmt |
| Retained Earning BOY | -$708,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$722,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,030,520 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,016,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,030,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,016,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,030,520 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,150 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,071,670 | SubtotalAmt |
| Other Decreases | $54,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,016,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,700 Shares Paypal Holdings | P | 2008-11-06 | 2019-12-23 | $403,017 | $32,021 | $370,996 | $370,996 |
| 2,000 Shares Paypal Holdings | P | 2008-11-06 | 2020-03-30 | $195,636 | $17,308 | $178,328 | $178,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $549,324 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,967 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,998,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01933 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,703 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,671,742 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,269 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,081,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,865 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,841,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,785,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05764 | DistributionYr5Rt |
| Total Distribution | 0.270272 | TotalDistributionRt |
| Average Distribution | 0.054054 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,450,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $186,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,588 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $520,416 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,588 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,588 | SubtotalAmt |
| Tax Based On Investment Income | $5,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,167 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,167 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,421 | TaxDueAmt |
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 | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allan Hamm Hobbs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9418705592 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 N Collier Blvd Unit 501 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Allen Hamm Hobbs | ||||||
| 720 N Collier Blvd Unit 501 | Marco Island | FL | 34145 | Trustee | 2.00 | $0 |
| Deborah Hobbs | ||||||
| 720 N Collier Blvd Unit 501 | Marco Island | FL | 34145 | Trustee | 2.00 | $0 |
| Allen Hobbs Jr | ||||||
| 11 Savannah Court | Bethesda | MD | 20817 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,310,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,178 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,502,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,502,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,450,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,588 | TotalTaxAmt |
| Distributable Before Adj | $166,928 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $166,928 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $166,928 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,416 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $520,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,588 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $514,828 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,937 | UndistributedIncomePYAmt |
| Qualifying Distributions | $520,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,937 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $344,551 | RemainingDistriFromCorpusAmt |
| Total Corpus | $344,551 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $344,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $344,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Allen Hamm Hobbs | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Landon High School | |||||||
| 6101 Wilson Lane | Bethesda | MD | 20817 | None | PC | Education Advancement | $10,000 |
| National Lutheran Home Village | |||||||
| 2301 Research Blvd | Rockville | MD | 20850 | None | PC | Elderly Support | $5,000 |
| Marco Island Academy | |||||||
| 1450 Winterberry Dr | Marco Island | FL | 34145 | None | PC | Education Advancement | $10,000 |
| Red Cross | |||||||
| 2610 North Brooke Plaza Dr | Naples | FL | 34119 | None | PC | Disaster Relief | $50,000 |
| Rensselaer Polytechnic Institute | |||||||
| PO Box 3164 | Boston | MA | 02241 | None | PC | Education Advancement | $10,000 |
| Catholic Charities | |||||||
| 4848 Cordell Ave | Bethesda | MD | 20814 | None | PC | Serve the poor and needy | $5,000 |
| Wounded Warriors | |||||||
| 4899 Belfort Rd Ste 300 | Jacksonville | FL | 32256 | None | PC | Wounded Warriors Support | $5,000 |
| Fairfield University | |||||||
| 1073 North Benson Road | Fairfield | CT | 06824 | None | PC | Education Advancement | $1,050 |
| Campaign for Liberty | |||||||
| 5211 Port Royal Road Ste 310 | Springfield | VA | 22151 | None | PC | Education Advancement | $50,000 |
| National Cancer Institute | |||||||
| 9609 Medical Center Dr | Bethesda | MD | 20892 | None | PC | Cancer Research | $250,000 |
| American Cancer Society | |||||||
| 583 Tallwood Court Ste 101 | Marco Island | FL | 34145 | None | PC | Cancer Research | $5,000 |
| Breast Cancer Research | |||||||
| 28 West 44th St Suite 609 | New York | NY | 10036 | None | PC | Cancer Research | $5,000 |
| Our Lady of Mercy Catholic Church | |||||||
| 9200 Kentsdale Dr | Potomac | MD | 20854 | None | PC | To further religious worship | $2,000 |
| St Mark's Episcopal Church | |||||||
| 1101 North Collier Blvd | Marco Island | FL | 34145 | None | PC | To further religious worship | $1,000 |
| Cancer Research Institute | |||||||
| 29 Broadway Floor 4 | New York | NY | 10006 | None | PC | Cancer Research | $5,000 |
| Ron Paul Institute | |||||||
| 833 W Plantation Dr | Clute | TX | 77531 | None | PC | To promote rational economics and education through peaceful foreign policy. | $50,000 |
| The American Kidney Fund | |||||||
| 11921 Rockville Pike Ste 300 | Rockville | MD | 20852 | None | PC | Support people fighting against kidney disease from prevention through post-transplant living. | $5,000 |
| Young Americans For Liberty | |||||||
| 500 N Capital of Texas Hwy Bldg 5 | Austin | TX | 78746 | None | PC | Educate youth for the advancement of liberty on campus and in American electoral politics | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $185 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $9,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $549,324 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $2,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $549,324 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,566 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 Shares of Ebay, Inc. | $177,497 | $781,500 |
| 16,300 Shares of Paypal Holdings Inc. | $298,243 | $3,211,589 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 14,000 IShares Silver Trust Index Fund | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $365,400 | BookValueAmt |
| EOYFMV | $302,960 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,366 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,366 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $2,757 | RevenueAndExpensesPerBooksAmt |
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