HENDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON FAMILY FOUNDATION INC (EIN 47-2469963)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-20
- IRS object ID
- 202532329349100213
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-20T11:06:40-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811343524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1SOURCE PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 S HOWARD AVE STE 203 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472469963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDERSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 8136621558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 172007 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M HENDERSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8136621558 | PhoneNum |
| Signature | 2025-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DEGANCE | PreparerPersonNm |
| PTIN | P00443908 | PTIN |
| Phone | 8132547222 | PhoneNum |
| Preparation | 2025-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,011,060 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $48,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,915 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,915 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $450,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,629,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,095 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $62,527 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $85 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $85 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $499,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,011 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $111,528 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $23,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $31,996 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,996 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,149 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,710 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $63,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111,528 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,568 | CashBOYAmt |
| Cash EOY | $56,897 | CashEOYAmt |
| Cash EOYFMV | $56,897 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,208,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,954,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,954,163 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,310,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,011,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,011,060 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $61 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $61 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,310,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,010,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,310,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,010,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,310,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,011,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,310,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,594,784 | OtherIncreasesAmt |
| Subtotal | $7,010,999 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,010,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH- 3171 | P | $1,660,658 | $1,598,131 | $62,527 | $62,527 |
| MERRILL LYNCH- 3171 | P | $969,073 | $581,505 | $387,568 | $387,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,095 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $62,527 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,054 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,054 | SubtotalAmt |
| Tax Based On Investment Income | $6,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $129 | EsPenaltyAmt |
| Tax Due | $3,633 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | DAVID HENDERSON | IndividualWithBooksNm |
| Phone | 8136621558 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 172007 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33672 | 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY L HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID M HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| GREGORY L HENDERSON JR | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KRISTEN M HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MATTHEW D HENDERSON | ||||||||
| PO BOX 172007 | TAMPA | FL | 33672 | DIRECTOR | 0.25 | $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 | $6,080,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,160,546 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,160,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,068,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,054 | TotalTaxAmt |
| Distributable Before Adj | $297,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $297,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $297,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,485 | UndistributedIncomePYAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,485 | AppliedToYear1Amt |
| Applied To Current Year | $297,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,162 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,162 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| GREATER WORKS MINISTRIES | ||||||
| 2110 OAKHURST DRIVE | WINTER HAVEN | FL | 33881 | CHARITABLE CONTRIBUTION | $1,000 | |
| STREET ANGEL MINISTRY | ||||||
| 6918 MONARCH PARK DRIVE | APOLLO BEACH | FL | 33572 | CHARITABLE CONTRIBUTION | $50,000 | |
| BOYS AND GIRLS CLUB OF TAMPA BAY | ||||||
| 1307 N MACDILL AVE | TAMPA | FL | 33607 | CHARITABLE CONTRIBUTION | $30,000 | |
| STARTING RIGHT NOW INC | ||||||
| 1212 W CASS STREET | TAMPA | FL | 33606 | CHARITABLE CONTRIBUTION | $30,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | CHARITABLE CONTRIBUTION | $5,000 | |
| INSTRUMENTS 4 LIFE | ||||||
| 1101 RAY CHARLES BLVD | TAMPA | FL | 33602 | CHARITABLE CONTRIBUTION | $4,000 | |
| RECURRENT RESPIRATORY PAPILLOMATOSI | ||||||
| PO BOX 6643 | LAWRENCEVILLE | NJ | 08648 | CHARITABLE CONTRIBUTION | $3,000 | |
| JOHN B GORRIE FOUNDATION | ||||||
| 705 W DE LEON ST | TAMPA | FL | 33606 | CHARITABLE CONTRIBUTION | $5,000 | |
| BELL SHOALS CHURCH - REAL HOPE FOOD | ||||||
| 2102 BELL SHOALS ROAD | BRANDON | FL | 33511 | CHARITABLE CONTRIBUTION | $140,000 | |
| BAY AREA PERFORMING ARTS & CASTING | ||||||
| 6445 64TH WAY N | PINELLA PARK | FL | 33781 | CHARITABLE CONTRIBUTION | $14,100 | |
| BERKELY PREPARATORY SCHOOL | ||||||
| 4811 KELLY RD | TAMPA | FL | 33615 | CHARITABLE CONTRIBUTION | $1,000 | |
| BREAKTHROUGH T1D | ||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | CHARITABLE CONTRIBUTION | $1,000 | 28TH FLOOR |
| CATHOLIC CHARITIES DICOESE OF ST P | ||||||
| 6247 SEMINOLE BLVD | SEMINOLE | FL | 33772 | CHARITABLE CONTRIBUTION | $1,000 | |
| DONORSCHOOSE | ||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | CHARITABLE CONTRIBUTION | $1,000 | 11TH FLOOR |
| ELK INSTITUTE FOR PSYCHOLOGICAL HEA | ||||||
| 3750 GUNN HWY 304 | TAMPA | FL | 33618 | CHARITABLE CONTRIBUTION | $1,000 | |
| FLORIDA CANCER SPECIALISTS FOUNDATI | ||||||
| 5985 SILVER FALLS RUN | BRADENTON | FL | 34211 | CHARITABLE CONTRIBUTION | $1,000 | 210 |
| FRIENDS OF JOSHUA HOUSE FOUNDATION | ||||||
| 1515 MICHELIN CT | LUTS | FL | 33549 | CHARITABLE CONTRIBUTION | $6,000 | |
| GRACE FAMILY CHURCH OF NORTH TAMPA | ||||||
| 4479 W GANDY BLVD | TAMPA | FL | 33611 | CHARITABLE CONTRIBUTION | $20,000 | |
| OCEAN CONSERVANCY | ||||||
| 600 1ST AVE N 301 | ST PETERSBURG | FL | 33701 | CHARITABLE CONTRIBUTION | $1,000 | |
| SMOKING SHIELDS FL | ||||||
| 2811 DUNCAN TREE CI | VALRICO | FL | 33594 | CHARITABLE CONTRIBUTION | $1,000 | |
| THE TEEN MOM PROJECT | ||||||
| 7901 4TH ST N 22271 | ST PETERSBURG | FL | 33702 | CHARITABLE CONTRIBUTION | $1,800 | |
| VOCATIONAL CHURCH INC | ||||||
| 509 SOUTH SAINT CLOUD AVE | VALRICO | FL | 33594 | CHARITABLE CONTRIBUTION | $12,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,915 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $450,095 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $85 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $499,096 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,096 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH 03171 | StockNm |
| EOY Book Value | $6,954,163 | EOYBookValueAmt |
| EOYFMV | $6,954,163 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $497 | $497 |
| PAYROLL PROCESSING FEES | $2,213 | $2,213 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $85 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $85 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED LOSS | $1,594,187 |
| 1099 ADJUSTMENT | $597 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HFO | Desc |
| EOY Book Value | $61 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $31,996 | Amt |
| Net Investment Income | $31,996 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $70 | $70 |
| ANNUAL REPORT | $61 | $61 |
| PAYROLL TAXES | $2,018 | $2,018 |
Comments