SCOTT AND NANCY ATHERTON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SCOTT AND NANCY ATHERTON FOUNDATION (EIN 46-3293989)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-29
IRS object ID
202022119349100812
Schema version
2019v5.1
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)
Return2020-07-29T16:03:48-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463293989EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Scott and Nancy Atherton FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSCOTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY S ATHERTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202115000033FederalOriginalSubmissionId
Federal Original Submission Id2020-07-29FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$745,916FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$82InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$82InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,795DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,795DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,750NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$191,390GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,311CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66,627TotalRevAndExpnssAmt
Total Net Invst Incm$71,188TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,511OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,511OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,306TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$120OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,462TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,812TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,815ExcessRevenueOverExpensesAmt
Net Investment Income$64,557NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,515SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,931SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,931SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$658,400CorporateStockBOYAmt
Corporate Stock EOY$671,799CorporateStockEOYAmt
Corporate Stock EOYFMV$721,985CorporateStockEOYFMVAmt
Total Assets BOY$672,915TotalAssetsBOYAmt
Total Assets EOY$695,730TotalAssetsEOYAmt
Total Assets EOYFMV$745,916TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$672,915RetainedEarningBOYAmt
Retained Earning EOY$695,730RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$672,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$695,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$672,915TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$695,730TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$672,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,815ExcessRevenueOverExpensesAmt
Subtotal$695,730SubtotalAmt
Tot Net Ast Or Fund Balances EOY$695,730TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$191,390GrossSalesPriceAmt
Cost Or Other Basis$141,079CostOrOtherBasisAmt
Gain Or Loss$50,311GainOrLossAmt
Gains Minus Excess Or Losses$50,311GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$50,311CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,769AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$739,698NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045652DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,129AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$738,421NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048927DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,038AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$682,690NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051323DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,819AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$710,283NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030719DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$727,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022128DistributionYr5Rt
Total Distribution0.198749TotalDistributionRt
Average Distribution0.03975AverageDistributionRt
Net Vl Noncharitable Assets$714,890NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,417AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$646NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,063AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,875QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$646InvestmentIncomeExciseTaxAmt
Subtotal$646SubtotalAmt
Tax Based On Investment Income$646TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$254OverpaymentAmt
Applied To ES Tax$254AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Austin Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Nancy Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec*1.0$0$0$0
Paige Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Reid Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Scott Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP, Treas*1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$716,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$725,777TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$725,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$714,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,745MinimumInvestmentReturnAmt
Tax Based On Investment Income$646TaxBasedOnInvestmentIncomeAmt
Total Tax$646TotalTaxAmt
Distributable Before Adj$35,099DistributableBeforeAdjAmt
Distributable Before Ded$35,099DistributableBeforeDedAmt
Distributable As Adjusted$35,099DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$35,875QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$646PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,229AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,099DistributableAsAdjustedAmt
Undistributed Income PY$35,474UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$35,875QualifyingDistributionsAmt
Applied To Year1$35,474AppliedToYear1Amt
Applied To Current Year$401AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$34,698UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNancy AthertonContributingManagerNm
Contributing ManagerScott AthertonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH
34 WASHINGTON ST STE 310WELLESLEY HILLSMA02481N/APCGeneral & Unrestricted$1,250
AMERICAN CANCER SOCIETY
8500 MENAUL BLVD NE STE A500ALBUQUERQUENM87112N/APCGeneral & Unrestricted$1,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231N/APCGeneral & Unrestricted$500
AMERICAN NATIONAL RED CROSS
2700 SW FREEWAYHOUSTONTX77098N/APCGeneral & Unrestricted$1,000
AMIGOS FOR CHRIST
75 MADDOX RD STE 107BUFORDGA30518N/APCGeneral & Unrestricted$500
ATLANTIC CENTER FOR THE ARTS INC
1414 ART CENTER AVENEW SMYRNAFL32168N/APCGeneral & Unrestricted$300
AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER
232 E 11TH ST STE 100CHATTANOOGATN37402N/APCThe Five for Ten Campaign$5,000
BREAST CANCER RESEARCH FOUNDATION INC
28 W 44TH ST STE 609NEW YORKNY10036N/APCGeneral & Unrestricted$500
CECF WISH FOUNDATION INC
723 EASTLAWN DRCELEBRATIONFL34747N/APCGeneral & Unrestricted$2,000
CENTER FOR THE HOMELESS INC
813 S MICHIGAN STSOUTH BENDIN46601N/APCGeneral & Unrestricted$500
CHILDRENS MIRACLE NETWORK
205 W 700 SSALT LAKE CTYUT84101N/APCGeneral & Unrestricted$500
COMMUNITY COMMUNICATIONS INC
11510 E COLONIAL DRORLANDOFL32817N/APCGeneral & Unrestricted$250
CUDAS UNHOOKED INC
2411 GLENMORE CTNEW SMYRNAFL32168N/APCGeneral & Unrestricted$500
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117N/APCAbaco Bahamas Relief$1,000
EMORY UNIVERSITY
1762 CLIFTON RD NE STE 1400ATLANTAGA30322N/APCWinship Cancer Research$500
KIDNEY CANCER ASSOCIATION
1608 S ASHLAND AVE 38269CHICAGOIL60608N/APCKidney Cancer Research$500
MARINE DISCOVERY CENTER INC
520 BARRACUDA BLVDNEW SMYRNAFL32169N/APCGeneral & Unrestricted$500
MAYO CLINIC
200 1ST ST SWROCHESTERMN55905N/APCGeneral & Unrestricted$500
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
GRAND CENTRAL STA PO BOX 4777NEW YORKNY10163N/APCGeneral & Unrestricted$500
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGeneral & Unrestricted$500
MOTORSPORTS CHARITIES INC
ONE DAYTONA BLVDDAYTONA BEACHFL32114N/APCGeneral & Unrestricted$500
MOTORSPORTS MINISTRIES INC
PO BOX 7188SANTA ROSACA95407N/APCGeneral & Unrestricted$500
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLWASHINGTONDC20036N/APCGeneral & Unrestricted$1,000
OPERATION ENDURING FREEDOM FAMILY FUND
PO BOX 837RIDGECRESTCA93556N/APCGeneral & Unrestricted$500
ORLANDO CENTER FOR JUSTICE
1802 N ALAFAYA TRAIL STE 173ORLANDOFL32826N/APCGeneral & Unrestricted$500
OUR LADY STAR OF THE SEA CATHOLIC CHURCH
4000 S ATLANTIC AVENEW SMYRNA BEACHFL32169N/APCGeneral & Unrestricted$1,000
OUR LADY STAR OF THE SEA CATHOLIC CHURCH
4000 S ATLANTIC AVENEW SMYRNA BEACHFL32169N/APCHuman Services Ministry$1,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996FREDERICKMD21705N/APCGeneral & Unrestricted$500
PRINCE OF PEACE CATHOLIC CHURCH
6439 SPOUT SPRINGS RDFLOWERY BRGA30542N/APCBuilding Fund$500
SALTY MINISTRIES INC
221 VINING CTORMOND BEACHFL32176N/APCFamilies in need$500
SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC
411 MERCY DRORLANDOFL32805N/APCGeneral & Unrestricted$500
SOUTHEAST VOLUSIA HUMANE SOCIETY
1200 S GLENCOE RDNEW SMYRNAFL32168N/APCGeneral & Unrestricted$500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLACEMEMPHISTN38105N/APCGeneral & Unrestricted$500
THE BOGGY CREEK GANG INC
30500 BRANTLEY BRANCH RDEUSTISFL32736N/APCGeneral & Unrestricted$500
THE HUB ON CANAL INC
132 CANAL STNEW SMYRNAFL32168N/APCGeneral & Unrestricted$300
THE SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607N/APCGeneral & Unrestricted$500
THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO
1946 COUNTY RD 53KEENESBURGCO80643N/APCGeneral & Unrestricted$500
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC
12424 RESEARCH PKWY STE 250ORLANDOFL32826N/APCPBS TV Station WUCF$250
WWP INC - WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD STE 300JACKSONVILLEFL32256N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,350TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,795ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,750ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$66,627ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,627TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
Nancy Atherton
* Removed from position in 2019
Scott Atherton
* Removed from position in 2019

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD AGGREGATE BOND FUND CLAS$109,350$115,464
DFA INTERNATIONAL CORE EQUITY$176,605$168,730
HOTCHKIS & WILEY HIGH YLD-I$20,106$19,212
INVESCO OPPENHEIMER DEVELOPING$51,132$72,567
INVESCO OPPENHEIMER STEELPATH$47,168$39,197
ISHARES CORE US REIT ETF$21,196$25,166
ISHARES RUSSELL 2000 GROWTH IN$21,692$26,563
ISHARES TRUST RUSSELL 2000 VAL$33,779$39,217
VANGUARD GLOBAL EX-US REAL EST$15,455$17,609
VANGUARD GROWTH ETF$67,008$78,151
VANGUARD INFLATION-PROTECTED S$7,226$7,450
VANGUARD VALUE ETF$101,082$112,659

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$7,500$7,500
Bank Charges$120$120
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,511Amt
Net Investment Income$6,511NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$900
990-PF Excise Tax for 2018$406

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