FOUNDATION 33 11: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202141339349101044
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T11:07:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4295 OKEMOS RD STE 200 | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488646201 | 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 | 311796184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION 3311 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7729789686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA ROSS BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIA | PersonFirstNm |
| Person Last | BLACKBURN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE L HINDMON | PreparerPersonNm |
| PTIN | P00231080 | PTIN |
| Phone | 5177060800 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| 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 | $22,673,273 | 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 | $251,299 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $345,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,131,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,323,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,131,391 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,659 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,734,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,483,243 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $796 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,389 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,739 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,555 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,587 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $844,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $844,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,046,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $862,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,688,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,431,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,139 | CashBOYAmt |
| Cash EOY | $627,174 | CashEOYAmt |
| Cash EOYFMV | $627,174 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,075,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,841,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,046,099 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,190,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,468,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,673,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,190,016 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,468,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,190,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,468,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,190,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,468,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,190,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,688,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $590,545 | OtherIncreasesAmt |
| Subtotal | $20,468,696 | SubtotalAmt |
| Other Decreases | $3,000,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,468,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| HUNTINGTON SHORT TERM | P | $1,565,349 | $1,719,313 | -$153,964 | -$153,964 | |
| BAIRD SHORT TERM | P | $497,080 | $506,554 | -$9,474 | -$9,474 | |
| HUNTINGTON LONG TERM | P | $5,195,736 | $2,159,659 | $3,036,077 | $3,036,077 | |
| ABBOTT LABORATORIES | P | $61,250 | $61,250 | $61,250 | 2020-01-14 | |
| BAIRD LT COVERED | P | $3,992,512 | $2,806,806 | $1,185,706 | $1,185,706 | |
| ISHS SILVER TR | P | $160 | $160 | $160 | ||
| SPDR GOLD TRUST | P | $80 | $80 | $80 | ||
| WRLD SPDR GOLD | P | $191 | $191 | $191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,131,391 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,058,776 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,592 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $61,592 | SubtotalAmt |
| Tax Based On Investment Income | $61,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,790 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71,790 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $330 | EsPenaltyAmt |
| Overpayment | $9,868 | OverpaymentAmt |
| Applied To ES Tax | $9,868 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION 3311 | IndividualWithBooksNm |
| Phone | 7722343494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE SUITE 16 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| WILLIAM W BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE BLACKBURN REAY | ||||||||
| 260 E ONWENTSIA ROAD | LAKE FOREST | IL | 60045 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ROSS BLACKBURN | ||||||||
| 3163 BAIRDS CREEK ROAD | VILAS | NC | 28692 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BLACKBURN LANE | ||||||||
| 63 ACOAXET ROAD | WESTPORT | MA | 02790 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,870,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $581,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,451,769 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,451,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,159,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $958,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $958,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,592 | TotalTaxAmt |
| Distributable Before Adj | $896,408 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $896,408 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $896,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $862,414 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $862,414 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $862,414 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $896,408 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $121,126 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $362,631 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $929,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $862,414 | QualifyingDistributionsAmt |
| Applied To Current Year | $862,414 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $33,994 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,994 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $895,895 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $808,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,465 | ExcessFromYear4Amt |
| Excess From Year3 | $150,261 | ExcessFromYear3Amt |
| Excess From Year2 | $170,406 | ExcessFromYear2Amt |
| Excess From Year1 | $362,631 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA ROSS BLACKBURN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PC | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $844,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $844,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,193 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,131,391 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,483,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,483,243 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | |||||||
| 1 | 161 COQUILLE WAY | VERO BEACH | FL | 32963 | $40 | Yes (X) | |
| ELIZABETH M ROSS | |||||||
| 2 | PO BOX 6007 | VERO BEACH | FL | 32961 | $251,259 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,690 SHS ABBOTT LABORATORIES | NoncashPropertyDesc |
| Fair Market Value | $527,776 | FairMarketValueAmt |
| Received | 2020-05-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,185 | Amt |
| Net Investment Income | $796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,389 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HUNTINGTON INVESTMENTS | $11,087,356 | $14,889,175 |
| HUNTINGTON PENDING TRANSACTIONS | $3 | $3 |
| BAIRD INVESTMENTS | $5,748,375 | $7,151,133 |
| BAIRD PENDING TRANSACTIONS | $5,788 | $5,788 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,250 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS TO PRIVATE FOUNDATIONS | Desc |
| Amt | $3,000,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $36 | $36 | |
| MISCELLANEOUS EXPENSE | $6,587 | $6,587 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $6,659 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,659 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS CORRECTION OF TRANSFERED ASSETS | Desc |
| Amt | $590,545 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $58,954 | Amt |
| Net Investment Income | $41,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,739 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX EXPENSE | $128,840 | |
| FOREIGN TAXES | $3,555 | $3,555 |
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