FOUNDATION 33 11: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION 33 11 (EIN 31-1796184)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201921299349100522
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T11:04:49-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4295 OKEMOS RD STE 200 | AddressLine1Txt |
| City | OKEMOS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 488646201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311796184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION 3311 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7729789686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA ROSS BLACKBURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE L HINDMON | PreparerPersonNm |
| PTIN | P00231080 | PTIN |
| Phone | 5177060800 | PhoneNum |
| Preparation | 2019-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 11:04:49 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F8DA1CA24E96FDB236727D7A786CEDCD9823B05 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1F84DBAA91BD1EF28C568D79B29F212332561EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,636,326 | 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 | $68 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $153,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $237,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,483 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,483 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $392,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $392,413 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,081 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,954 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,384 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,907 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $34,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $561,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $561,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $360,443 | CashBOYAmt |
| Cash EOY | $290,053 | CashEOYAmt |
| Cash EOYFMV | $290,053 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,809,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,676,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,346,273 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,169,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,966,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,636,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,169,825 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,966,173 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,169,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,966,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,169,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,966,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,169,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,652 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,966,173 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,966,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO TOTAL RETURN FUND | P | 2018-05-30 | $2 | $2 | |||
| ABBOTT LABORATORIES | P | 2018-10-26 | $109,485 | $11,704 | 1993-12-05 | $97,781 | $97,781 |
| ABBVIE INC | P | 2018-10-26 | $185,667 | $18 | 1950-01-01 | $185,649 | $185,649 |
| BP AMOCO PLC ADR SPONSORED | P | 2018-11-15 | $22,099 | $27,180 | 2014-03-03 | -$5,081 | -$5,081 |
| HALLIBURTON CO | P | 2018-11-15 | $22,463 | $34,671 | 2013-09-20 | -$12,208 | -$12,208 |
| SCHLUMBERGER LTD | P | 2018-11-15 | $19,184 | $35,060 | 2013-09-20 | -$15,876 | -$15,876 |
| TEVA PHARMACEUTICAL INDS ADR | P | 2018-11-15 | $10,594 | $24,695 | 2014-08-07 | -$14,101 | -$14,101 |
| SPDR GOLD TRUST | P | 2018-12-31 | $558 | $538 | 2014-12-11 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,698 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $499,097 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,084,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $445,095 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,480,632 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068681 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $414,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,609,926 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062669 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $364,791 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,136,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $239,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,118,464 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058267 | DistributionYr5Rt |
| Total Distribution | 0.331081 | TotalDistributionRt |
| Average Distribution | 0.066216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,978,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $528,281 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,649 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $531,930 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $565,665 | 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 | $3,649 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,649 | SubtotalAmt |
| Tax Based On Investment Income | $3,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,720 | TotalPaymentsAndCreditsAmt |
| Tax Due | $929 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION 3311 | IndividualWithBooksNm |
| Phone | 7722343494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2145 14TH AVE SUITE 16 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA ROSS BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| WILLIAM W BLACKBURN | ||||||||
| 161 COQUILLE WAY | VERO BEACH | FL | 32963 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHERINE BLACKBURN REAY | ||||||||
| 260 E ONWENTSIA ROAD | LAKE FOREST | IL | 60045 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM ROSS BLACKBURN | ||||||||
| 3163 BAIRDS CREEK ROAD | VILAS | NC | 28692 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH BLACKBURN LANE | ||||||||
| 63 ACOAXET ROAD | WESTPORT | MA | 02790 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,764,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,099,646 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,099,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,978,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,649 | TotalTaxAmt |
| Distributable Before Adj | $395,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $395,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $395,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,665 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $565,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,649 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $562,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,259 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $49,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $567,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $565,665 | QualifyingDistributionsAmt |
| Applied To Current Year | $395,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,406 | RemainingDistriFromCorpusAmt |
| Total Corpus | $737,637 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $687,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,436 | ExcessFromYear4Amt |
| Excess From Year3 | $121,126 | ExcessFromYear3Amt |
| Excess From Year2 | $125,465 | ExcessFromYear2Amt |
| Excess From Year1 | $150,261 | ExcessFromYear1Amt |
| Excess From Current Year | $170,406 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA ROSS BLACKBURN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PC | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $561,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $561,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,232 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $392,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,413 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCIA ROSS BLACKBURN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 COQUILLE WAY | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $68 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 7,316 SHS ABBOTT LABORATORIES | NoncashPropertyDesc |
| Fair Market Value | $497,086 | FairMarketValueAmt |
| Received | 2018-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,775 | Amt |
| Net Investment Income | $694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,081 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HUNTINGTON INVESTMENTS | StockNm |
| EOY Book Value | $4,676,120 | EOYBookValueAmt |
| EOYFMV | $7,346,273 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $90 |
| MISCELLANEOUS EXPENSE | $2,817 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $210 | $210 |
| OTHER INVESTMENT INCOME | $1,273 | $1,273 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,954 | Amt |
| Net Investment Income | $23,954 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSE | $3,178 | $794 | $2,384 |
| FOREIGN TAXES | $2,119 | $2,119 |
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