SCOTT AND NANCY ATHERTON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SCOTT AND NANCY ATHERTON FOUNDATION (EIN 46-3293989)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-27
IRS object ID
201911789349100016
Schema version
2018v3.1
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)
Return2019-06-27T14:35:09-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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 ATHERTONPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-06-12SignatureDt
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 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191785000011FederalOriginalSubmissionId
Federal Original Submission Id2019-06-27FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id62EBC869B94ED6159CBE194B33406A03BBED34C8AtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$657,050FMVAssetsEOYAmt
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$32InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,953DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,953DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,471NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$513,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,791CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,456TotalRevAndExpnssAmt
Total Net Invst Incm$86,776TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,126OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,126OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$743TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,555OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,424TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,474TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,156TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,575TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,982ExcessRevenueOverExpensesAmt
Net Investment Income$80,620NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,515SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,515SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$612,528CorporateStockBOYAmt
Corporate Stock EOY$658,400CorporateStockEOYAmt
Corporate Stock EOYFMV$642,535CorporateStockEOYFMVAmt
Total Assets BOY$627,933TotalAssetsBOYAmt
Total Assets EOY$672,915TotalAssetsEOYAmt
Total Assets EOYFMV$657,050TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$627,933RetainedEarningBOYAmt
Retained Earning EOY$672,915RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$627,933TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$672,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$627,933TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$672,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$627,933TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,982ExcessRevenueOverExpensesAmt
Subtotal$672,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$672,915TotNetAstOrFundBalancesEOYAmt

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$513,648GrossSalesPriceAmt
Cost Or Other Basis$447,857CostOrOtherBasisAmt
Gain Or Loss$65,791GainOrLossAmt
Gains Minus Excess Or Losses$65,791GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$65,791CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,129AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$738,421NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048927DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,038AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$682,690NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051323DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,819AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$710,283NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030719DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$727,569NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022128DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$193,888NetVlNoncharitableAssetsYr5Amt
Total Distribution0.153097TotalDistributionRt
Average Distribution0.030619AverageDistributionRt
Net Vl Noncharitable Assets$739,698NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$806NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,455AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,575QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$806InvestmentIncomeExciseTaxAmt
Subtotal$806SubtotalAmt
Tax Based On Investment Income$806TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$406ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$806TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Nancy Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Scott Atherton
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas, VP1.0$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$737,562AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,400AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$750,962TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$750,962AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,264CashDeemedCharitableAmt
Net Vl Noncharitable Assets$739,698NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,985MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,985MinimumInvestmentReturnAmt
Tax Based On Investment Income$806TaxBasedOnInvestmentIncomeAmt
Total Tax$806TotalTaxAmt
Distributable Before Adj$36,179DistributableBeforeAdjAmt
Distributable Before Ded$36,179DistributableBeforeDedAmt
Distributable As Adjusted$36,179DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,575ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$34,575QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$806PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,769AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,179DistributableAsAdjustedAmt
Undistributed Income PY$33,870UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$34,575QualifyingDistributionsAmt
Applied To Year1$33,870AppliedToYear1Amt
Applied To Current Year$705AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$35,474UndistributedIncomeCYAmt
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 (37 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/APCResearch Fund$2,000
AMERICAN CANCER SOCIETY
8500 MENAUL BLVD NE STE A500ALBUQUERQUENM87112N/APCResearch fund$1,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231N/APCGeneral & Unrestricted$500
AMERICAN NATIONAL RED CROSS
2700 SW FREEWAYHOUSTONTX77098N/APCCalifornia Fire Relief fund$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
6739 RINGGOLD RD STE GCHATTANOOGATN37412N/APCFive for Ten fund$5,000
BREAST CANCER RESEARCH FOUNDATION INC
28 W 44TH ST STE 609NEW YORKNY10036N/APCGeneral & Unrestricted$500
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
COLLABRIA CARE
414 S JEFFERSON STNAPACA94559N/APCGeneral & Unrestricted$250
COLLABRIA CARE
414 S JEFFERSON STNAPACA94559N/APCHospice Care fund$200
COMMUNITY COMMUNICATIONS INC
11510 E COLONIAL DRORLANDOFL32817N/APCGeneral & Unrestricted$500
EAGLE RANCH INC
5500 UNION CHURCH RDFLOWERY BRANCHGA30542N/APCGeneral & Unrestricted$500
EMORY UNIVERSITY
1762 CLIFTON RD NE STE 1400ATLANTAGA30322N/APCKidney Cancer Research fund$500
KIDNEY CANCER ASSOCIATION
1608 S ASHLAND AVE 38269CHICAGOIL60608N/APCResearch fund$500
MAYO CLINIC
200 1ST ST SWROCHESTERMN55905N/APCGeneral & Unrestricted$500
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
GRAND CENTRAL STA PO BOX 4777NEW YORKNY10163N/APCResearch fund$500
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGeneral & Unrestricted$500
MOTORSPORTS CHARITIES INC
ONE DAYTONA BLVDDAYTONA BEACHFL32114N/APCGood Goes Around Campaign$1,000
MOTORSPORTS MINISTRIES INC
PO BOX 7188SANTA ROSACA95407N/APCGeneral & Unrestricted$500
MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND
1801 W INTERNATIONAL SPEEDWAY BLVDDAYTONA BEACHFL32114N/APCGeneral & Unrestricted$500
MULTICARE HEALTH FOUNDATION
PO BOX 5299TACOMAWA98415N/APCMultiCare Hospice Fund$500
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/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/APCCapital Campaign$500
SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC
411 MERCY DRORLANDOFL32805N/APCGeneral & Unrestricted$1,000
SOUTHEAST VOLUSIA HUMANE SOCIETY
1200 S GLENCOE RDNEW SMYRNAFL32168N/APCGeneral & Unrestricted$500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
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$1,000
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 station$500
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$27,050TotalGrantOrContriPdDurYrAmt

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$32ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,953ExclusionAmt
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$65,471ExclusionAmt
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$86,456ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,456TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD AGGREGATE BOND FUND CLAS$101,239$100,560
DFA INTERNATIONAL CORE EQUITY$181,526$145,827
HOTCHKIS & WILEY HIGH YLD-I$25,164$23,272
ISHARES CORE US REIT ETF$17,944$18,164
ISHARES RUSSELL 2000 GROWTH IN$22,749$22,176
ISHARES TRUST RUSSELL 1000 GRO$31,649$49,484
ISHARES TRUST RUSSELL 1000 VAL$40,415$48,751
ISHARES TRUST RUSSELL 2000 VAL$36,288$35,596
OPPENHEIMER DEVELOPING MARKETS$40,593$51,862
OPPENHEIMER STEELPATH MLP SELE$38,925$32,653
PIMCO COMMODITY REAL RETURN ST$15,258$12,542
VANGUARD GLOBAL EX-US REAL EST$10,001$10,744
VANGUARD GROWTH ETF$25,491$24,582
VANGUARD INFLATION-PROTECTED S$14,371$14,015
VANGUARD VALUE ETF$44,695$43,098
VICTORY GLOBAL NATURAL RESOURC$12,092$9,209

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$30$30
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$6,126Amt
Net Investment Income$6,126NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$400
990-PF Excise Tax for 2017$343

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