MANN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MANN FAMILY FOUNDATION (EIN 03-0357311)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202113139349102271
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-09T15:52:09-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020374591PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANCAMP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117 WILDER STREET PO BOX 743AddressLine1Txt
CityKEENECityNm
State AbbreviationNHStateAbbreviationCd
ZIP03431ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030357311EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MANN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANNBusinessNameControlTxt
Phone5614181500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1595 GREENSWARD LANEAddressLine1Txt
CityDEL RAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33445ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA MANNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5614181500PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJESSICAPersonFirstNm
Person LastMANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS E ZALUKIPreparerPersonNm
PTINP00999610PTIN
Phone6033522233PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$365,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$173,440ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,768DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,768DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,951NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$144,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,951CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$190,159TotalRevAndExpnssAmt
Total Net Invst Incm$16,719TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$39TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,304OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,732OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,968TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,771TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,318TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,771TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$169,841ExcessRevenueOverExpensesAmt
Net Investment Income$12,948NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,679SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,724SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,724SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$125,462CorporateStockBOYAmt
Corporate Stock EOY$291,258CorporateStockEOYAmt
Corporate Stock EOYFMV$358,497CorporateStockEOYFMVAmt
Total Assets BOY$128,141TotalAssetsBOYAmt
Total Assets EOY$297,982TotalAssetsEOYAmt
Total Assets EOYFMV$365,221TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$128,141RetainedEarningBOYAmt
Retained Earning EOY$297,982RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$128,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$297,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$128,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$297,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$128,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$169,841ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$297,982SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$297,982TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FROM MORGAN STANLEY STATEMENT 19-249$54,166$58,788-$4,622-$4,622
FROM MORGAN STANLEY STATEMENT 19 249$90,745$78,256$12,489$12,489
FROM MORGAN STANLEY STATEMENT 19 249 WASH SALE ADJ$17$17$17P
CAPITAL GAINS DIVIDENDS$67$67$67P
FieldValueIRS element (for citing)
Capital Gain Net Income$7,951CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$180InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$180SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$180TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$180TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJESSICA G MANNIndividualWithBooksNm
Phone5614181500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1595 GREENWARD LANEAddressLine1Txt
CityDEL RAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33445ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN R MANN JR
595 GREENSWARD LANEDEL RAY BEACHFL33445TRUSTEE1.00$0$0$0
MELISSA SCHOLZ
595 GREENSWARD LANEDEL RAY BEACHFL33445TRUSTEE1.00$200$0$0
JESSICA MANN
595 GREENSWARD LANEDEL RAY BEACHFL33445TRUSTEE1.00$400$0$0
J CHRISTOPHER MANN
595 GREENSWARD LANEDEL RAY BEACHFL33445TRUSTEE1.00$200$0$0
CHRISTINE ULSH
595 GREENSWARD LANEDEL RAY BEACHFL33445TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$168,908AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$168,908TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$168,908AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,534CashDeemedCharitableAmt
Net Vl Noncharitable Assets$166,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,319MinimumInvestmentReturnAmt
Tax Based On Investment Income$180TaxBasedOnInvestmentIncomeAmt
Total Tax$180TotalTaxAmt
Distributable Before Adj$8,139DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,139DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,139DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,139DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$738ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$763TotalExcessDistributionCyovAmt
Qualifying Distributions$9,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,139AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,211RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,974TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,974ExcessDistriCyovToNextYrAmt
Excess From Year2$738ExcessFromYear2Amt
Excess From Year1$25ExcessFromYear1Amt
Excess From Current Year$1,211ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIDDEFORD POOL LAND TRUST
PO BOX 306BIDDEFORDME04006501(C)3GENERAL OPERATIONS$500
BRATTLEBORO HISTORICAL SOCIETY
230 MAIN STREET 301BRATTLEBOROVT05301501(C)3GENERAL OPERATIONS$750
BURR & BURTON ACADEMY
57 SEMINARY AVEMANCHESTER CENTERVT05255501(C)3GENERAL OPERATIONS$1,500
BRATTLEBORO LODGE #102 F&AM
196 MAIN STREETBRATTLEBOROVT05301501(C)3GENERAL OPERATIONS$250
GULF STREAM SCHOOL
3600 GULD STREAM ROADGULF STREAMFL33483501(C)3GENERAL OPERATIONS$2,500
LIVING MEMORIAL PARK SNOW SPORTS
PO BOX 1945BRATTLEBOROVT05302501(C)3GENERAL OPERATIONS$750
KNIGHTS TEMPLAR EYE FOUNDATION INC
1033 LONG PRAIRIE ROAD SUITE 5FLOWER MOUNDTX75022501(C)3GENERAL OPERATIONS$100
UCC CENTRE CHURCH
193 MAIN STREETBRATTLEBOROVT05301501(C)3GENERAL OPERATIONS$2,000
VERMONT JAZZ CENTER
72 COTTON MILL HILL 222BRATTLEBOROVT05301501(C)3GENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,768ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,951ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,719ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,719TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JOHN R MANN JR AND BEATRICE MANN CHARITABLE REMAINDER TRUST
1595 GREENSWARD LANEDEL RAY BEACHFL33445$3,560Yes (X)
JOHN R MANN JR AND BEATRICE MANN CHARITABLE REMAINDER UNITRUST
2595 GREENSWARD LANDDEL RAY BEACHFL33445$169,880Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyVARIOUS SECURITES HELD BY THE CRUT TRANSERED TO FOUNDATION UPON DEATH OF JOHN R. MANN JR.NoncashPropertyDesc
Fair Market Value$169,880FairMarketValueAmt
Received2020-05-21ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHOGANCAMP PCCategoryTxt
Amt$1,825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY BROKERAGE ACCOUNTStockNm
EOY Book Value$291,258EOYBookValueAmt
EOYFMV$358,497EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE SERVICES CO$487$0$0
MORGAN STANLEY - ADVISORY FEES$3,732$3,732$0
UNREALIZED GAIN ON TRANSFER OF ASSETS FROM CRUT (COST VS FMV)$3,925$0$0
ANNUAL REPORT FRANCHISE FEE - DELAWARE DIVISION OF CORPORATIONS$160$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$39Amt
Net Investment Income$39NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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