MCARTHUR FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCARTHUR FAMILY FOUNDATION (EIN 46-6485182)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-24
- IRS object ID
- 202022379349100402
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-24T09:03:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591766887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON AND COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2123 MANGO PL | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466485182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCARTHUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCAR | BusinessNameControlTxt |
| Phone | 9043549000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 OAK STREET | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LOVE MCARTHUR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9043549000 | PhoneNum |
| Signature | 2020-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT R JOHNSON CPA | PreparerPersonNm |
| PTIN | P00366842 | PTIN |
| Phone | 9046322160 | PhoneNum |
| Preparation | 2020-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,224,203 | 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 | $194 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $194 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,688 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $232 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $125,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,936 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,235 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,129 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,129 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $47,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,069,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,222,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,222,603 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $941 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,280 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,280 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,118,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,224,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,224,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,118,015 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,224,202 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,118,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,224,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,118,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,224,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,118,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68,364 | OtherIncreasesAmt |
| Subtotal | $1,228,960 | SubtotalAmt |
| Other Decreases | $4,758 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,224,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,688 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,198,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,178,940 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,062,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046865 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,078,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023920 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,148,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044817 | DistributionYr5Rt |
| Total Distribution | 0.190647 | TotalDistributionRt |
| Average Distribution | 0.038129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,188,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,129 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,187 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,187 | SubtotalAmt |
| Tax Based On Investment Income | $1,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $93 | OverpaymentAmt |
| Applied To ES Tax | $93 | 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 |
| 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 | CLANCY HOUSTON | IndividualWithBooksNm |
| Phone | 9046549000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 RIVERSIDE AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2016 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2015 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY LOVE MCARTHUR | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KATHERINE M ATHEY | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DONALD WADSWORTH MCARTHUR IV | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SUSAN M JONES | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $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 | $1,174,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,206,851 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,206,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,188,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,187 | TotalTaxAmt |
| Distributable Before Adj | $58,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,129 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,129 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,187 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,942 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,683 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $20,162 | TotalForPriorYearsAmt |
| Qualifying Distributions | $70,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,683 | AppliedToYear1Amt |
| Applied To Current Year | $11,446 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $20,162 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $20,162 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $46,804 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY LOVE MCARTHUR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4160 ORTEGA BLVD APT 4 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ML@MCARTHUR.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN OR ORAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||
| 3242 PARKSIDE CENTER CIRC | TAMPA | FL | 33619 | NON-RESTRICTED OPERATIONAL SUPPORT | $3,000 |
| ATHENS Y CAMP | |||||
| 1000 Y CAMP RD | LAKEMONT | GA | 30552 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUB - CHATTANOOGA | |||||
| 610 LINDSAY ST | CHATTANOOGA | TN | 37403 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,510 |
| COLUMBUS BOTANICAL GARDEN | |||||
| 3603 WEEMS RD | COLUMBUS | GA | 31909 | NON-RESTRICTED OPERATIONAL SUPPORT | $515 |
| DANIEL MEMORIAL | |||||
| 4203 SOUTHPOINT BLVD | JACKSONVILLE | FL | 32216 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,600 |
| EARLY CHILDHOOD DEVELOPMENT CENTER | |||||
| 10 CHILD CARE CENTER | NOTRE DAME | IN | 46556 | NON-RESTRICTED OPERATIONAL SUPPORT | $150 |
| EVANGEL TEMPLE | |||||
| 5755 RAMONA BLVD | JACKSONVILLE | FL | 32205 | NON-RESTRICTED OPERATIONAL SUPPORT | $800 |
| GUNSTUN HALL | |||||
| 10709 GUNSTON RD | NASON NECK | VA | 22079 | NON-RESTRICTED OPERATIONAL SUPPORT | $250 |
| HUDSON RIVER PARK | |||||
| 305 7TH AVE 12TH FLOOR | NEW YORK | NY | 10001 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,500 |
| KANUGA CONFERENCES INC | |||||
| 130 KANUGA CHAPEL DR | HENDERSONVILLE | NC | 28739 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,000 |
| LAKE RABUN FOUNDATION | |||||
| PO BOX 4909 | LAKEMONT | GA | 30552 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| PO BOX 98018 | WASHINGTON | DC | 200908018 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| MADISON SQUARE PARK CONSERVANCY | |||||
| PO BOX 1814 | NEW YORK | NY | 101591814 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,500 |
| ME AND YOU | |||||
| 7852 THOR DR | ANNANDALE | VA | 22003 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,000 |
| MEMORIAL PARK ASSOC | |||||
| 1620 RIVERSIDE AVE | JACKSONVILLE | FL | 32204 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| MIDTOWN INC | |||||
| 1236 WILDWOOD AVE | COLUMBUS | GA | 31906 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| MUSCOGEE COUNTY LIBRARY FNDTN | |||||
| 3000 MACON RD | COLUMBUS | GA | 31906 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,500 |
| NAVY LEAGUE JAX COUNCIL | |||||
| 1072 ALCALA DR | ST AUGUSTINE | FL | 32086 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,500 |
| NAVY SEAL FOUNDATION INC | |||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23455 | NON-RESTRICTED OPERATIONAL SUPPORT | $5,572 |
| NEIGHBORWORKS | |||||
| 999 N CAPITOL ST NE STE | WASHINGTON | DC | 20002 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| NORTH GA COMMUNITY FNDTN | |||||
| 615 OAK ST STE 1300 | GAINESVILLE | GA | 30501 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,000 |
| ROBIN HOOD | |||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NON-RESTRICTED OPERATIONAL SUPPORT | $299 |
| SCLERODERMA FUND | |||||
| 300 ROSEWOOD DR STE 105 | DANVERS | MA | 01923 | NON-RESTRICTED OPERATIONAL SUPPORT | $300 |
| SEAL FUTURE FOUNDATION | |||||
| 111 E 14TH ST 393 | NEW YORK | NY | 10003 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| ST JUDE CHILDREN'S HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NON-RESTRICTED OPERATIONAL SUPPORT | $500 |
| ST LUKE SCHOOL | |||||
| 1104 2ND AVE | COLUMBUS | GA | 31901 | NON-RESTRICTED OPERATIONAL SUPPORT | $7,000 |
| ST LUKE UNITED METHODIST CHURCH | |||||
| 1104 2ND AVE | COLUMBUS | GA | 31901 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,250 |
| ST MARKS EPISCOPAL DAY SCHOOL | |||||
| 4114 OXFORD AVE | JACKSONVILLE | FL | 32210 | NON-RESTRICTED OPERATIONAL SUPPORT | $1,170 |
| ST VINCENT HEALTHCARE FNDTN | |||||
| 1 SHIRCLIFF WAY | JACKSONVILLE | FL | 32204 | NON-RESTRICTED OPERATIONAL SUPPORT | $4,000 |
| UNIVERSITY OF GEORGIA FACS | |||||
| 394 S MILLEDGE AVE | ATHENS | GA | 30602 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,000 |
| UNIVERSITY OF GEORGIA FNDTN | |||||
| 394 S MILLEDGE AVE | ATHENS | GA | 30602 | NON-RESTRICTED OPERATIONAL SUPPORT | $5,000 |
| WESTSIDE CHAPEL | |||||
| 4541 SHIRLEY AVE 8 | JACKSONVILLE | FL | 32210 | NON-RESTRICTED OPERATIONAL SUPPORT | $14,200 |
| XAVIER MISSION | |||||
| 55 WEST 15TH ST | NEW YORK | NY | 10011 | NON-RESTRICTED OPERATIONAL SUPPORT | $2,000 |
| YOUNG LIFE | |||||
| 1100 STOCKTON ST | JACKSONVILLE | FL | 32204 | NON-RESTRICTED OPERATIONAL SUPPORT | $513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,129 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,822 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $97,688 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,191 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,936 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,191 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,745 | 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 | $2,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 283-02915 | 2013-08 | PURCHASE | 2019-11 | $36,765 | $39,956 | -$3,191 |
| MERRILL LYNCH 283-02915 | 2018-11 | PURCHASE | 2019-11 | $3,717 | $3,717 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH INVESTMENTS | StockNm |
| EOY Book Value | $1,222,603 | EOYBookValueAmt |
| EOYFMV | $1,222,603 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $941 | BOYBookValueAmt |
| EOY Book Value | $1,280 | EOYBookValueAmt |
| EOYFMV | $1,280 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $4,758 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Revenue And Expenses Per Books | $232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $68,364 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $10,235 | Amt |
| Net Investment Income | $10,235 | NetInvestmentIncomeAmt |
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