DEBRA K HOWE CHARITABLE TR 04042018: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DEBRA K HOWE CHARITABLE TR 04042018 (EIN 30-6609688)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-21
IRS object ID
202141119349100604
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)
Return2021-04-21T08:31:12-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLEVELAND STREET SUITE 1000AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306609688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DEBRA K HOWE CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEBRBusinessNameControlTxt
Phone5612818867PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112173 PLANTATION WAYAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA K HOWEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5612818867PhoneNum
Signature2021-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBRAPersonFirstNm
Person LastHOWEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBI ALBERDIPreparerPersonNm
PTINP00633271PTIN
Phone7274460504PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$6,914,953FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,304,840ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$120,873DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,873DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,637NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$752,681GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,637CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,428,350TotalRevAndExpnssAmt
Total Net Invst Incm$123,510TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$56TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,187,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,187,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,191,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,187,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$236,414ExcessRevenueOverExpensesAmt
Net Investment Income$123,424NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$498,819CashBOYAmt
Cash EOY$884,650CashEOYAmt
Cash EOYFMV$884,650CashEOYFMVAmt
Corporate Stock BOY$738,161CorporateStockBOYAmt
Corporate Stock EOY$738,127CorporateStockEOYAmt
Corporate Stock EOYFMV$957,568CorporateStockEOYFMVAmt
Other Investments BOY$5,140,238OtherInvestmentsBOYAmt
Other Investments EOY$4,992,731OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,072,735OtherInvestmentsEOYFMVAmt
Other Assets BOY$8,531OtherAssetsBOYAmt
Other Assets EOY$6,655OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$6,385,749TotalAssetsBOYAmt
Total Assets EOY$6,622,163TotalAssetsEOYAmt
Total Assets EOYFMV$6,914,953TotalAssetsEOYFMVAmt
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$6,385,749RetainedEarningBOYAmt
Retained Earning EOY$6,622,163RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,385,749TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,622,163TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,385,749TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,622,163TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,385,749TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$236,414ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,622,163SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,622,163TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OTIS WORLDWIDE CORPP2019-12-132020-04-03$11$18-$7-$7
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-02-102020-01-23$2,258$2,258$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-05-032020-01-23$343,999$344,009-$10-$10
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-12-022020-01-23$1,488$1,488$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-05-032020-04-27$98,505$98,513-$8-$8
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-05-032020-04-28$93,111$93,114-$3-$3
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-05-072020-04-28$206,057$206,065-$8-$8
OTIS WORLDWIDE CORPP2013-07-262020-04-03$3$4-$1-$1
OTIS WORLDWIDE CORPP2015-11-192020-04-03$2$2$0$0
OTIS WORLDWIDE CORPP2016-03-082020-04-03$1$2-$1-$1
OTIS WORLDWIDE CORPP2019-04-142020-04-03$6$9-$3-$3
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-01-172020-01-23$2,248$2,248$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-01-282020-04-27$825$825$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-01-282020-04-27$478$478$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-01-282020-04-27$186$186$0$0
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDP2019-01-282020-04-28$825$825$0$0
CAPITAL GAINS DIVIDENDSP$2,678$2,678$2,678
FieldValueIRS element (for citing)
Capital Gain Net Income$2,637CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,716InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,716SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,716TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,040TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$324OverpaymentAmt
Applied To ES Tax$324AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARR RIGGS AND INGRAM LLCIndividualWithBooksNm
Phone7274460504PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 CLEVELAND STREET SUITE 1000AddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
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

FieldValueIRS element (for citing)
PersonDEBRA K HOWEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112173 PLANTATION WAYAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334181570ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$5,693,824AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$249,164AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,942,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,942,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,853,843NetVlNoncharitableAssetsAmt
Minimum Investment Return$292,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$292,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,716TaxBasedOnInvestmentIncomeAmt
Total Tax$1,716TotalTaxAmt
Distributable Before Adj$290,976DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$290,976DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$290,976DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,187,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,187,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,187,010AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$290,976DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$201,209ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$459,134ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$660,343TotalExcessDistributionCyovAmt
Qualifying Distributions$1,187,010QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$290,976AppliedToCurrentYearAmt
Remaining Distri From Corpus$896,034RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,556,377TotalCorpusAmt
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$1,556,377ExcessDistriCyovToNextYrAmt
Excess From Year2$201,209ExcessFromYear2Amt
Excess From Year1$459,134ExcessFromYear1Amt
Excess From Current Year$896,034ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDEBRA K HOWEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BELLA'S ANGELS
13860 WELLINGTON TRACE 38-111WELLINGTONFL33414NONEPUBLIC CHARITYPROVIDING RESOURCES FOR CHILDREN WITH LIFE LONG DISABILITIES$130,000
NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION(NOVA FOUNDATION)
4001 WAKEFIELD CHAPEL ROAD SUITEANNADALEVA22003NONEPUBLIC CHARITYEDUCATION$360,000252
PALM HEALTHCARE FOUNDATION
700 SOUTH DIXIE HIGHWAY SUITE 205WEST PALM BEACHFL33401NONEPUBLIC CHARITYSCHOLARSHIPS TO NURSING STUDENTS$100,000
QUANTUM HOUSE
987 45TH STWEST PALM BEACHFL33407NONEPUBLIC CHARITYHOSPITALITY HOUSE FOR WHEN CHILDREN TREATED IN MEDICAL FACILITY$30,000
ST MARYS HEALTH WAGON INC
PO BOX 7070WISEVA24293NONEPUBLIC CHARITYHEALTH$480,000
THE ABILITY EXPERIENCE
2015 AYRSLEY TOWN BLVD SOUTH SUITECHARLOTTENC28273NONEPUBLIC CHARITYPROMOTE INCLUSION AND COMMUNITY FOR THOSE WITH DIABILITIES$87,010200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,187,010TotalGrantOrContriPdDurYrAmt
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$120,873ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,637ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,510ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,510TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBRA K HOWEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112173 PLANTATION WAYAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,304,840TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE STATE OF FLORIDA DOES NOT REQUIRE NON-PROFIT ORGANIZATIONS WHO DO NOT SOLICIT CONTRIBUTIONS TO FILE A RETURN WITH THE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CARRIER GLOBAL CORP$2,649$4,036
KONTOOR BRANDS INC$438$568
ALCON INC$613$792
EATON VANCE CORP NON VTG$5,477$8,491
POLARIS INC$7,614$7,146
COMCAST CORP NEW CLAS$8,326$10,061
EXXON MOBIL CORP$9,189$4,864
COLGATE-PALMOLIVE CO$9,507$12,228
NOVARTIS AG$9,555$10,859
AT&T$9,962$8,053
NIKE INC CLASS B$10,512$17,542
CHEVRON CORPORATION$11,361$8,192
BLACKROCK INC$11,663$18,760
TARGET CORP$11,685$20,654
FACTSET RESEARCH SYSTEMS$11,795$16,958
EMERSON ELECTRIC CO$12,108$13,904
3M CO$12,201$12,410
US BANCORP NEW$12,241$10,250
MCDONALDS CORP$12,272$15,450
EVERSOURCE ENERGY$13,050$16,350
CLOROX COMPANY$13,415$19,586
AIR PRODUCTS & CHEMICALS INC$14,027$20,218
WEC ENERGY GROUP INC$14,597$17,394
WALMART INC$14,688$20,758
PROCTER & GAMBLE CO$14,756$18,923
PHILLIPS 66$14,766$10,211
LINDE PLC$14,815$20,554
SYSCO CORPORATION$14,885$16,486
GENL DYNAMICS CORP$15,220$14,287
CHUBB LTD$15,233$16,931
PAYCHEX INC$15,370$19,568
V F CORPORATION$15,499$16,570
PEPSICO INCORPORATED$15,673$18,982
ACCENTURE PLC IRELAND$16,155$23,248
NORFOLK SOUTHERN CORP$16,910$24,711
AMGEN INC$16,982$19,083
ILLINOIS TOOL WORKS INC$17,390$24,262
CISCO SYSTEMS INC$17,465$17,408
AFLAC$17,526$16,721
ANALOG DEVICES INC$17,691$26,148
BECTON DICKINSON & CO$17,701$20,018
AUTOMATIC DATA PROCESSING$17,757$22,201
APPLE INC$18,513$42,992
ABBOTT LABORATORIES$18,552$27,701
JP MORGAN CHASE & CO$19,809$20,712
MEDTRONIC PLC$19,824$24,131
NEXTERA ENERGY INC$20,344$33,946
LOWES COMPANIES INC$22,499$35,794
JOHNSON & JOHNSON$23,314$28,014
MICROSOFT CORP$36,711$71,174
L3HARRIS TECHNOLOGIES INC$16,334$20,036
OTIS WORLDWIDE CORP$3,670$3,580
RAYTHEON TECHNOLOGIES CORP$7,818$7,652

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GUGGENHEIM FDS TR LTD DURATION FD CL AAT COST$1,023,004$1,062,556
BLACKROCK LOW DURATION BOND PORTFOLIO INVESTOR A CLASS SHARESAT COST$1,119,913$1,135,974
MFS LIMITED MATURITY FD AAT COST$1,225,862$1,246,454
LORD ABBBETT INVT TR SHORT DURATION INCOME FD CLASS AAT COST$1,232,473$1,236,277
JP MORGAN LIQUID ASSETS MONEY MARKET FUNDAT COST$391,479$391,474

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNCLEARED INVESTMENT ACTIVITYDesc
BOY Book Value$8,531BOYBookValueAmt
EOY Book Value$6,655EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDEBRA HOWEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112173 PLANTATION WAYAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$2,040$0$0
FOREIGN TAX PAID$56$56$0

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