SAMUEL E AND MARY W THATCHER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL E AND MARY W THATCHER FOUNDATION INC (EIN 59-2230243)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349101313
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T09:33:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 592230243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL E AND MARY W THATCHER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 3053794008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD NO 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE MCMILLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053794008 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GIALLONARDO | PreparerPersonNm |
| PTIN | P00040924 | PTIN |
| Phone | 7866936300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.232.100.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 10:07:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C05DB0FE4FAFCEA07CC7371EFE500653FAF4052 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,801,416 | 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 | $42,316 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $253,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $253,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,303,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,757,547 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,303,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,600,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,558,162 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,141 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,953 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,490 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,515 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,975 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,641 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,641 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,642,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,642,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,758,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,709,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,157,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,509,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $57,356 | CashEOYAmt |
| Cash EOYFMV | $57,356 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,418 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,633,608 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,643,642 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,044,077 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,908,392 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,818,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,852 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $12,949,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,791,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,801,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,949,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,791,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,949,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,791,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,949,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,791,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,949,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,157,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,791,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,791,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $22,757,547 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,454,531 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,303,016 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,303,016 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,303,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,725,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,489,617 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,711,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,301,613 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128651 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,740,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,832,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.147060 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,876,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,541,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138589 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,762,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,406,027 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114371 | DistributionYr5Rt |
| Total Distribution | 0.656562 | TotalDistributionRt |
| Average Distribution | 0.131312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,880,493 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,560,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,575,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,709,519 | 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 | $15,094 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,094 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,457 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,457 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,363 | OverpaymentAmt |
| Applied To ES Tax | $3,363 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE W MCMILLAN ESQ | IndividualWithBooksNm |
| Phone | 3053794008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9130 SOUTH DADELAND BLVD SUITE 1901 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M RICHARDSON | ||||||||
| PO BOX 505 | EARLETON | FL | 32631 | DIRECTOR | 1.00 | $17,800 | $0 | $0 |
| JACQUELINE L EADS | ||||||||
| 9775 SW 98 ST | MIAMI | FL | 33176 | DIRECTOR | 0.50 | $4,500 | $0 | $0 |
| PAUL M STOKES | ||||||||
| 9130 SOUTH DADELAND BLVD SUITE 1901 | MIAMI | FL | 33156 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,851,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,061,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,061,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,880,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,094 | TotalTaxAmt |
| Distributable Before Adj | $578,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $578,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $578,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,709,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,709,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,094 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,694,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $578,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $997,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,204,424 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,202,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,052,056 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,054,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,510,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,709,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $578,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,130,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,641,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $997,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,644,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,204,424 | ExcessFromYear4Amt |
| Excess From Year3 | $1,202,370 | ExcessFromYear3Amt |
| Excess From Year2 | $1,052,056 | ExcessFromYear2Amt |
| Excess From Year1 | $1,054,925 | ExcessFromYear1Amt |
| Excess From Current Year | $3,130,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES INTERNATIONAL | |||||||
| 2920 KING STREET | ALEXANDRIA | VA | 223023512 | N/A | PC | SUPPORT FOR MISSIONS | $10,000 |
| AFRICA INLAND MISSION | |||||||
| PO BOX 3611 | PEACHTREE CITY | GA | 302697611 | N/A | PC | SUPPORT FOR MISSIONS | $16,200 |
| AGAPE FAMILY MINISTRIES | |||||||
| 22790 SW 112TH AVENUE | MIAMI | FL | 33170 | N/A | PC | GENERAL SUPPORT | $420,000 |
| ALONGSIDE MINISTRIES INTERNATIONAL | |||||||
| PO BOX 610 | LANGLEY | WA | 98260 | N/A | PC | GENERAL SUPPORT | $15,000 |
| CALL COMMUNICATIONS GROUP | |||||||
| PO BOX 561832 | MIAMI | FL | 332561832 | N/A | PC | GENERAL SUPPORT | $55,000 |
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | |||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | N/A | PC | GENERAL SUPPORT | $69,000 |
| CHAPMAN PARTNERSHIP | |||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CHRISTIAN ENTERPRISES | |||||||
| PO BOX 178 | AUBURN | AL | 36830 | N/A | PC | GENERAL SUPPORT | $30,000 |
| CROSSBRIDGE CHURCH PINECREST | |||||||
| 6605 SW 88TH STREET | MIAMI | FL | 33156 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CROSSBRIDGE OF MIAMI SPRINGS | |||||||
| 301 WESTWARD DRIVE | MIAMI SPRINGS | FL | 33166 | N/A | PC | GENERAL SUPPORT | $20,000 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | N/A | PC | GENERAL SUPPORT | $500,000 |
| DAVIDSON COLLEGE | |||||||
| PO BOX 7170 | DAVIDSON | NC | 280357170 | N/A | PC | SCHOLARSHIP FUND | $200,000 |
| ECHO CUBA | |||||||
| PO BOX 546135 | MIAMI | FL | 33154 | N/A | PC | GENERAL SUPPORT | $94,000 |
| FAR EAST BROADCASTING COMPANY | |||||||
| PO BOX 1 | LA MIRADA | CA | 90637 | N/A | PC | GENERAL SUPPORT | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PC | GENERAL SUPPORT | $50,000 |
| GRANADA PRESBYTERIAN CHURCH | |||||||
| 950 UNIVERSITY DRIVE | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HABITAT FOR HUMANITY OF GREATER MIAMI | |||||||
| 3800 NW 22ND AVE | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $80,000 |
| HEARTBEAT OF MIAMI | |||||||
| 3399 NW 72ND AVE SUITE 207 | MIAMI | FL | 33122 | N/A | PC | GENERAL SUPPORT | $60,000 |
| INNER CHANGECHURCH RESOURCES MINISTRY (CRM) | |||||||
| 1240 N LAKEVIEW AVE 120 | ANAHEIM | CA | 92807 | N/A | PC | GENERAL SUPPORT | $10,000 |
| INTERSERVE USA | |||||||
| PO BOX 418 | UPPER DARBY | PA | 190820418 | N/A | PC | SUPPORT FOR MISSIONS | $40,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIPUSA | |||||||
| PO BOX 7895 | MADISON | WI | 537919703 | N/A | PC | SUPPORT FOR MISSIONS | $282,000 |
| KING UNIVERSITY | |||||||
| 1350 KING COLLEGE ROAD | BRISTOL | TN | 37620 | N/A | PC | GENERAL SUPPORT | $25,000 |
| LANGHAM PARTNERSHIP USA | |||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | N/A | PC | GENERAL SUPPORT | $50,000 |
| LIVING HOPE HAITI | |||||||
| 9350 SW 79TH AVENUE | MIAMI | FL | 33156 | N/A | PC | GENERAL SUPPORT | $108,000 |
| MAN IN THE MIRROR | |||||||
| 1375 STATE ROAD 436 | CASSELBERRY | FL | 32707 | N/A | PC | GENERAL SUPPORT | $15,000 |
| MIAMI RESCUE MISSION | |||||||
| 2159 NW 1ST COURT | MIAMI | FL | 33127 | N/A | PC | GENERAL SUPPORT | $154,000 |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 836530047 | N/A | PC | GENERAL SUPPORT | $20,000 |
| MISSION EMANUEL INC | |||||||
| PO BOX 25246 | WINSTON SALEM | NC | 27114 | N/A | PC | GENERAL SUPPORT | $15,000 |
| MONTREAT COLLEGE | |||||||
| PO BOX 1267 | MONTREAT | NC | 28757 | N/A | PC | GENERAL SUPPORT | $50,000 |
| MORIAH MINISTRIES | |||||||
| PO BOX 333 | ALLENDALE | MI | 49401 | N/A | PC | GENERAL SUPPORT | $13,000 |
| PRESBYTERIAN WORLD MISSION | |||||||
| 100 WITHERSPOON ST | LOUISVILLE | KY | 40202 | N/A | PC | PRESBYTERIAN WORLD MISSION | $7,500 |
| RIVERSIDE CHRISTIAN MINISTRIES INC | |||||||
| 968 NW 2ND ST | MIAMI | FL | 33128 | N/A | PC | GENERAL SUPPORT | $5,000 |
| RIVERSIDE HOUSE | |||||||
| PO BOX 2325 | MIAMI | FL | 331012325 | N/A | PC | SPIRITUAL PROGRAM & PASTORAL SUPPORT | $5,000 |
| STARKVILLE CHRISTIAN SCHOOL | |||||||
| 303 LYNN LANE | STARKVILLE | MS | 39759 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| PO BOX 300630 SUITE 5214 | HOUSTON | TX | 772300630 | N/A | PC | GENERAL SUPPORT | $10,000 |
| THE GENESIS YOUTH PROJECT | |||||||
| PO BOX 277747 | MIRAMAR | FL | 330277747 | N/A | PC | GENERAL SUPPORT | $70,000 |
| THE SALVATION ARMY | |||||||
| 1907 NW 38TH STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL SUPPORT | $30,000 |
| TOCCOA FALLS COLLEGE | |||||||
| PO BOX 800809 | TOCCOA FALLS | GA | 30598 | N/A | PC | GENERAL SUPPORT | $18,000 |
| TRANSITION INC | |||||||
| 1550 NORTHWEST 3RD AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WHITWORTH UNIVERSITY | |||||||
| 300 W HAWTHORNE RD | SPOKANE | WA | 992512515 | N/A | PC | GENERAL SUPPORT | $10,000 |
| WYCLIFFE BIBLE TRANSLATORS | |||||||
| PO BOX 628211 | ORLANDO | FL | 328628211 | N/A | PC | SUPPORT FOR MISSIONS | $20,000 |
| YOUTH FOR CHRIST INTERNATIONAL | |||||||
| PO BOX 4555 | ENGLEWOOD | CA | 80155 | N/A | PC | GENERAL SUPPORT | $55,000 |
| YOUTH FOR CHRIST FT LAUDERDALE | |||||||
| PO BOX 561101 | MIAMI | FL | 332561101 | N/A | PC | GENERAL SUPPORT | $45,000 |
| YOUTH FOR CHRIST GREATER MIAMI | |||||||
| PO BOX 561101 | MIAMI | FL | 332561101 | N/A | PC | GENERAL SUPPORT | $705,000 |
| YOUTH FOR CHRIST PALM BEACH | |||||||
| 800 NORTHPOINT PARKWAY SUITE 202 | WEST PALM BEACH | FL | 33407 | N/A | PC | GENERAL SUPPORT | $36,000 |
| YOUTH FOR CHRIST POLK COUNTY | |||||||
| PO BOX 2584 | WINTER HAVEN | FL | 33883 | N/A | PC | GENERAL SUPPORT | $15,000 |
| YOUTH FOR CHRIST USA | |||||||
| PO BOX 4478 | ENGLEWOOD | CO | 80155 | N/A | PC | GENERAL SUPPORT | $20,000 |
| YOUTH FOR CHRIST USA SOUTHERN STATES REGION | |||||||
| PO BOX 7085 | WINTER HAVEN | FL | 33883 | N/A | PC | GENERAL SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,642,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,359 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,787 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,303,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,558,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,558,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY W THATCHER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DEBRA GAUTHIER 200 S BISCAYNE B | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,316 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $9,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,100 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,633,608 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,643,642 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $40,094 | LegalFeesAmt |
| Net Investment Income | $5,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,953 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR EXPENSES | $1,239 | $0 | $1,239 |
| SUPPLIES | $241 | $0 | $241 |
| DIRECTOR EXPENSES | $68 | $0 | $68 |
| POSTAGE | $50 | $0 | $50 |
| BANK FEES | $43 | $0 | $43 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $1,787 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,787 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,787 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATOR FEES | $9,975 | $0 | $9,975 |
| ACCOUNT MANAGEMENT FEE | $32,515 | $32,515 | $0 |
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