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FELTEL FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FELTEL FAMILY FOUNDATION INC (EIN 59-3757056)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202043179349101474
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)
Return2020-11-12T10:37:23-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Heinz & Jolles LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110375 Centurion Parkway N Ste 115AddressLine1Txt
CityJacksonvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593757056EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Feltel Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARY FELTELInCareOfNm
Business Name ControlFELTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19274 River Shores LaneAddressLine1Txt
CityJacksonvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32257ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY FELTELPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9047390303PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE M JOLLESPreparerPersonNm
PTINP00293744PTIN
Phone9046522230PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.7.33.62IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id59572320203175000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id79BD657E7BFA94375545EB854BC2ADF4EB6E2728AtSubmissionCreationDeviceId
At Submission Filing Device Id79BD657E7BFA94375545EB854BC2ADF4EB6E2728AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,115,541FMVAssetsEOYAmt
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
Dividends Rev And Expnss$20,079DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,079DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$113,005NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,005CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$133,084TotalRevAndExpnssAmt
Total Net Invst Incm$133,084TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,600TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$959OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,459TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,619TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,459TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$48,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$78,465ExcessRevenueOverExpensesAmt
Net Investment Income$131,625NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,664CashBOYAmt
Cash EOY$57,291CashEOYAmt
Cash EOYFMV$57,291CashEOYFMVAmt
Corporate Stock BOY$820,906CorporateStockBOYAmt
Corporate Stock EOY$902,744CorporateStockEOYAmt
Corporate Stock EOYFMV$1,058,250CorporateStockEOYFMVAmt
Total Assets BOY$881,570TotalAssetsBOYAmt
Total Assets EOY$960,035TotalAssetsEOYAmt
Total Assets EOYFMV$1,115,541TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$881,570RetainedEarningBOYAmt
Retained Earning EOY$960,035RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$881,570TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$960,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$881,570TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$960,035TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$881,570TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$78,465ExcessRevenueOverExpensesAmt
Subtotal$960,035SubtotalAmt
Tot Net Ast Or Fund Balances EOY$960,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
750 SHS AMERICAN SMALL CAP WORLD FD CL AP1993-09-022019-12-23$43,950$16,642$27,308$27,308
CAPITAL GAIN DIVIDENDSP$85,697
FieldValueIRS element (for citing)
Capital Gain Net Income$113,005CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$992,696NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048454DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,498AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$969,613NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048987DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,513AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$890,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0567DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,673AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$949,357NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049163DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,131AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$856,328NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044528DistributionYr5Rt
Total Distribution0.247832TotalDistributionRt
Average Distribution0.049566AverageDistributionRt
Net Vl Noncharitable Assets$999,299NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,531AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,316NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,847AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,060QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,633InvestmentIncomeExciseTaxAmt
Subtotal$2,633SubtotalAmt
Tax Based On Investment Income$2,633TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,669EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,669TotalPaymentsAndCreditsAmt
Overpayment$36OverpaymentAmt
Applied To ES Tax$36AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateFLOrgReportOrRegisterStateCd
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 Line1MARY FELTELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9047390303PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19274 RIVER SHORES LANEAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32257ZIPCd
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
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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

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
MARY FELTEL
9274 River Shores LaneJacksonvilleFL32257PRESIDENT, DIRECTOR1.0$0$0$0
DEBORAH WILLIAMS
808 POINT LA VISTA RD WJACKSONVILLEFL32207DIRECTOR1.0$0$0$0
KIMBERLY CARLSON
227 23RD STDELMARCA92014DIRECTOR1.0$0$0$0
JENNIFER VOSS
405 GLENMONT DRSOLONO BEACHCA92075DIRECTOR1.0$0$0$0
GILBERT FELTEL JR
2848 SYLVAN LANE SJACKSONVILLEFL32257DIRECTOR1.0$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$1,001,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,841AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,014,517TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,014,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,218CashDeemedCharitableAmt
Net Vl Noncharitable Assets$999,299NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,633TaxBasedOnInvestmentIncomeAmt
Total Tax$2,633TotalTaxAmt
Distributable Before Adj$47,332DistributableBeforeAdjAmt
Distributable Before Ded$47,332DistributableBeforeDedAmt
Distributable As Adjusted$47,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$48,060QualifyingDistributionsAmt
Adjusted Qualifying Distri$48,060AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,080ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,127ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,250TotalExcessDistributionCyovAmt
Qualifying Distributions$48,060QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$47,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$728RemainingDistriFromCorpusAmt
Total Corpus$6,978TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,978ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$5,080ExcessFromYear3Amt
Excess From Year2$43ExcessFromYear2Amt
Excess From Year1$1,127ExcessFromYear1Amt
Excess From Current Year$728ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AIR FORCE ENLISTED VILLAGE
92 SUNSET LANESHALIMARFL32579N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$610
THE ANGELES CLINIC FOUNDATION
2001 SANTA MONICA BOULEVARDSANTA MONICACA90404N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000STE 560W
CASA DE AMPARA
3355 MISSION AVENUEOCEANSIDECA92058N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000STE 238
CELIAC DISEASE FOUNDATION
13251 VENTURA BOULEVARDSTUDIO CITYCA91604N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000STE 1
CHRISTIAN APPALACHIAN PROJECT DEVELOPMENT OFFICE
PO BOX 55911LEXINGTONKY405559944N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$3,000
CHRISTIAN FAMILY CHAPEL
10365 ST AUGUSTINE ROADJACKSONVILLEFL32257N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
CITY RESCUE MISSION
PO BOX 60291JACKSONVILLEFL32236N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
DANIEL FOUNDATION INC
4203 SOUTHPOINT BOULEVARDJACKSONVILLEFL32216N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$4,000
DREAMS COME TRUE
6803 SOUTHPOINT PARKWAYJACKSONVILLEFL32216N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
LAKEWOOD UNITED METHODIST
6133 SAN JOSE BOULEVARDJACKSONVILLEFL32217N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
MAYO CLINIC - LYMPHOMA MIGRAINES ALZHEIMERS
4500 SAN PABLO ROADJACKSONVILLEFL32224N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$4,000
MENINAK CLUB OF JACKSONVILLE
PO BOX 8626JACKSONVILLEFL32239N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$500
SBPC FOSTER YOUTH MINISTRY
125 13TH STREETDEL MARCA92014N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
THE SALVATION ARMY
PO BOX 52508JACKSONVILLEFL32201N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$5,000
THE SALVATION ARMY DOOR OF HOPE
2799 HEALTH CENTER DRSAN DIEGOCA92123N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN381019929N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$2,000
UK COLLEGE OF ENGINEERING
251 RALPH G ANDERSON BLDGLEXINGTONKY40502N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$4,000
THE SALVATION ARMY WOMEN'S AUXILIARY
PO BOX 52508JACKSONVILLEFL32201N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$500
XAVIER UNIVERSITY
3800 VICTORY PARKWAYCINCINNATIOH45207N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$3,000
WOLFSON CHILDREN'S HOSPITAL
800 PRUDENTIAL DRIVEJACKSONVILLEFL32207N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
DCRCC
5321 FIRST PL NEWASHINGTONDC20011N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$500
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
SOLANA BEACH PRESBYTERIAN CHURCH
120 STEVENS AVESOLANA BEACHCA92075N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
HUBBARD HOUSE
PO BOX 4909JACKSONVILLEFL32201N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$5,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA921380427N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
AMERICAN HEART ASSOC GIFT PROCESSING
PO BOX 78851PHOENIXAZ85062N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
THE LYMPHOMA RESEARCH FOUNDATION
WALL ST PLAZA 88 PINE ST STE 2400NEW YORKNY10005N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
200 CLUB
PO BOX 14798JACKSONVILLEFL92238N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$250
SHERIFFS YOUTH RANCHES
PO BOX 2000BOYS RANCHFL32064N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$100
ST MARKS LUTHERAN CHURCH
3976 HENDRICKS AVENUEJACKSONVILLEFL32207N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$100
MANDARIN PRESBYTERIAN CHURCH
2501 LORETTO ROADJACKSONVILLEFL32223N/APCTO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,079ExclusionAmt
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$113,005ExclusionAmt
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$133,084ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,084TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH$513,347$512,972
VANGUARD$330,387$486,411
REGIONS$59,010$58,867

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPORTFOLIO MANAGEMENT FEESDesc
Revenue And Expenses Per Books$959RevenueAndExpensesPerBooksAmt
Net Investment Income$959NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMCategoryTxt
Amt$4,600Amt

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