HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-01
- IRS object ID
- 202112779349100526
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-01T14:48:40-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203743855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS & HURLBURT CPAs PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DR STE 3 | AddressLine1Txt |
| City | Lakeland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | 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 | 460643574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLBURT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE STE 3 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D HURLBURT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8937019717 | PhoneNum |
| Signature | 2021-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | HURLBURT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert D Hurlburt | PreparerPersonNm |
| PTIN | P00589102 | PTIN |
| Phone | 8637019717 | PhoneNum |
| Preparation | 2021-10-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $302,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,485 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,180 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,978 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $234 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,202 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,057 | CashBOYAmt |
| Cash EOY | $1,596 | CashEOYAmt |
| Cash EOYFMV | $1,596 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $152,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $197,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,468 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,031 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $207,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $302,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $207,525 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $202,266 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $202,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $207,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,259 | ExcessRevenueOverExpensesAmt |
| Subtotal | $202,266 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $202,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| EXXON MOBIL CORPXOM 30231G102 | P | 2020-02-27 | 2020-03-02 | $3,133 | $3,064 | $69 |
| INVESCO EXCH TRD SLFIDX FD TR BUL | P | 2019-03-29 | 2020-03-03 | $1,597 | $1,582 | $15 |
| LORD ABBETT SHORT DURATION INCOME | P | 2020-01-30 | 2020-04-17 | $14,540 | $15,225 | -$685 |
| ALPHABET INC CAP STKCL C GOOD | P | 2017-02-10 | 2020-11-12 | $3,500 | $1,172 | $2,328 |
| APPLE INC COM USDD | P | 2013-06-24 | 2020-11-12 | $7,155 | $863 | $6,292 |
| APPLE INC COM USDD | P | 2013-11-22 | 2020-11-22 | $1,789 | $279 | $1,510 |
| CHEVORN CORP NEW COM | P | 2017-09-20 | 2020-03-03 | $7,275 | $8,740 | -$1,465 |
| DISNEY WALT CO DIS | P | 2019-03-14 | 2020-07-13 | $5,837 | $5,725 | $112 |
| EXXON MOBIL CORP XOM | P | 2017-02-14 | 2020-03-02 | $4,439 | $7,035 | -$2,596 |
| FIDELITY CONVERTIBLESECURITIES | P | 2017-01-01 | 2020-01-24 | $9,440 | $7,875 | $1,565 |
| INVESCO EXCH TRD SLFIDX FD TR | P | 2017-03-29 | 2020-03-03 | $4,254 | $4,280 | -$26 |
| INVESCO EXCH TRD SLFIDX FD TR | P | 2017-09-21 | 2020-03-03 | $2,970 | $3,112 | -$142 |
| INVESCO EXCH TRD SLFIDX FD TR | P | 2017-03-29 | 2020-03-03 | $4,260 | $4,233 | $27 |
| ISHARES CORE 1-5 YEAR USD BOND ETF | P | 2017-03-29 | 2020-01-22 | $13,901 | $13,791 | $110 |
| ISHARES EDGE MSCI MN VOL EAFF | P | 2015-12-16 | 2020-03-04 | $8,841 | $8,117 | $724 |
| ISHARES TR PFD AND INCM SEC PFF | P | 2018-11-15 | 2020-08-03 | $9,904 | $9,987 | -$83 |
| ISHARES TRUST 0-5YR HIGH YIELD CORP | P | 2017-01-25 | 2020-03-13 | $2,395 | $2,719 | -$324 |
| PROECTER & GAMBLE CO COM PG | P | 2012-11-30 | 2020-04-22 | $2,991 | $1,747 | $1,244 |
| VIATRIS INC COM VTRS | P | 2010-09-28 | 2020-11-20 | $6 | $2 | $4 |
| WALMART INC COM WMT | P | 2015-12-01 | 2020-04-20 | $2,635 | $1,179 | $1,456 |
| WELLS FARGO CO NEW COM | P | 2019-07-17 | 2020-03-02 | $3,901 | $4,140 | -$239 |
| 3M COMPANY MMM | P | 2018-06-29 | 2020-03-02 | $4,532 | $5,939 | -$1,407 |
| ROUNDING ADJUSTMENT | 2020-12-31 | 2020-12-31 | $4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,485 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$601 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80 | OverpaymentAmt |
| Applied To ES Tax | $80 | 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 |
| 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 |
| Individual With Books | ROBERT D HURLBURT | IndividualWithBooksNm |
| Phone | 8637019717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT D HURLBURT | ||||||||
| 5125 S LAKELAND DRIVE | LAKELAND | FL | 33813 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL T HURLBURT | ||||||||
| 13350 LEWIS GALLAGHER RD | DOVER | FL | 33527 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOUGLAS J HURLBURT | ||||||||
| 5116 MOLL ACRES | PLANT CITY | FL | 33567 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $271,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $273,958 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $273,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $269,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170 | TotalTaxAmt |
| Distributable Before Adj | $13,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,322 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,047 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,047 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,869 | ExcessFromYear1Amt |
| Excess From Current Year | $178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D HURLBURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH-MIDWAY | |||||||
| 2902 MIDWAY ROAD | PLANT CITY | FL | 33565 | NONE | PC | MUSIC MINISTRIES | $2,250 |
| GOSPEL INC | |||||||
| PO BOX 3278 | LAKELAND | FL | 33802 | NONE | PC | DONATION 2019 FRIENDRAISER | $250 |
| OPTIONS FOR WOMEN PREGNANCY HELP CL | |||||||
| 4435 FLORIDA NATIONAL DRIVE | LAKELAND | FL | 33813 | NONE | PC | DONATION - HELP CLINIC | $1,750 |
| A WOMANS CHOICE INC | |||||||
| 1234 E LIME STREET | LAKELAND | FL | 33801 | NONE | PC | DONATION | $500 |
| GENEVA CLASSICAL ACADEMY | |||||||
| 1735 NEW JERSEY ROAD | LAKELAND | FL | 33803 | NONE | PC | DONATION | $2,000 |
| FAITH NOW INC | |||||||
| PO BOX 2 | FAIRMONT | WV | 26555 | NONE | PC | DONATION | $4,500 |
| PREGNANCY CARE CENTER PC | |||||||
| 304 N COLLINS ST | PLANT CITY | FL | 33563 | NONE | PC | DONATION | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,485 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,180 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2006-05-07 | $1,570 | $1,570 | M | 5 | $0 | $0 | $0 |
| DESK | 2006-05-07 | $370 | $370 | M | 7 | $0 | $0 | $0 |
| PRINTER | 2006-05-07 | $300 | $300 | M | 5 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $84,468 | EOYBookValueAmt |
| EOYFMV | $102,031 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $113,270 | $195,610 |
| FIDELITY INVESTMENTS - ADJMT | $1,403 | $1,403 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $0 | $0 | $0 | $0 |
| REGISTRATION FEE | $61 | $0 | $0 | $0 |
| BANK CHARGES | $16 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,978 | Amt |
| Net Investment Income | $3,978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN INCOME TAX | $0 | $0 | $0 | $0 |
| FEDERAL TAX | $234 | $0 | $0 | $0 |
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