HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-07
- IRS object ID
- 201922199349100357
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-07T16:09:12-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203743855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS & HURLBURT CPAs PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DR STE 3 | AddressLine1Txt |
| City | Lakeland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | 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 | 460643574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLBURT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D HURLBURT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8937019717 | PhoneNum |
| Signature | 2019-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert D Hurlburt | PreparerPersonNm |
| PTIN | P00589102 | PTIN |
| Phone | 8637019717 | PhoneNum |
| Preparation | 2019-08-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.76.55.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-07 | IPDt |
| IP Tm | 16:10:25 | IPTm |
| Federal Original Submission Id | 5949152019219bsqnrme | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16C8E385AEC9C5A780B59F2747EC351371AA3249 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16C8E385AEC9C5A780B59F2747EC351371AA3249 | 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 | $267,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,993 | GrossSalesPriceAmt |
| Total Rev And Expnss | $8,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,599 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,136 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,769 | CashBOYAmt |
| Cash EOY | $80 | CashEOYAmt |
| Cash EOYFMV | $80 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $216,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $59,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,015 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,200 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $216,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $216,208 | UnrestrictedBOYAmt |
| Unrestricted EOY | $217,381 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $216,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $217,381 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $217,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 40000SH ISHARES TR JP MOR EMMK ETF | P | 2017-11-08 | 2018-03-06 | $4,490 | $4,590 | -$100 |
| 40000SH ALTRIA GROUP INC MO | P | 2010-08-23 | 2018-06-28 | $2,290 | $910 | $1,380 |
| 49000SH ALTRIA GROUP INC MO | D | 2016-12-31 | 2018-06-28 | $2,805 | $3,496 | -$691 |
| 125000SH GENERAL MILLS INC GIS | P | 2017-09-21 | 2018-11-05 | $5,348 | $6,475 | -$1,127 |
| 110000SH INVESCO EXCH TRD SLFIDX | P | 2017-01-25 | 2018-12-28 | $2,763 | $2,794 | -$31 |
| 65000SH ISHARES TR JP MOR EMMK ETF | P | 2017-01-13 | 2018-03-06 | $7,297 | $7,301 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$573 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$100 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $271,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $252,457 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050504 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $261,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04978 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $264,230 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051092 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $258,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04721 | DistributionYr5Rt |
| Total Distribution | 0.24276 | TotalDistributionRt |
| Average Distribution | 0.048552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $274,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $89 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Individual With Books | ROBERT D HURLBURT | IndividualWithBooksNm |
| Phone | 8637019717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D HURLBURT | ||||||||
| 5125 S LAKELAND DRIVE | LAKELAND | FL | 33813 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL T HURLBURT | ||||||||
| 13350 LEWIS GALLAGHER RD | DOVER | FL | 33527 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOUGLAS J HURLBURT | ||||||||
| 5116 MOLL ACRES | PLANT CITY | FL | 33567 | TREASURER | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,690 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $278,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $13,637 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,637 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,637 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $755 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $755 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $752 | UndistributedIncomePYAmt |
| Qualifying Distributions | $755 | QualifyingDistributionsAmt |
| Applied To Year1 | $752 | AppliedToYear1Amt |
| Applied To Current Year | $3 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $13,634 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D HURLBURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST PRESBYTERIAN PLANT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 W REYNOLDS STREET | AddressLine1Txt |
| City | PLANT CITY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | HULL HOUSE - UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $755 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $755 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPTIONS FOR WOMEN PREGNANCY HELP CL | |||||||
| 4435 FLORIDA NATIONAL DRIVE | LAKELAND | FL | 33813 | NONE | PC | LAND PURCHASE | $5,000 |
| LAKELAND KIWANIS CHARITABLE FD | |||||||
| PO BOX 5146 | LAKELAND | FL | 33807 | NONE | PC | KIWANIS CARES FOR KIDS | $5,000 |
| FIRST PRESBYTERIAN PLANT CITY | |||||||
| 404 W REYNOLDS STREET | PLANT CITY | FL | 33563 | NONE | PC | HULL HOUSE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,026 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2006-05-07 | $1,570 | $1,570 | M | 5 | $0 | $0 | $0 |
| DESK | 2006-05-07 | $370 | $370 | M | 7 | $0 | $0 | $0 |
| PRINTER | 2006-05-07 | $300 | $300 | M | 5 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $45,015 | EOYBookValueAmt |
| EOYFMV | $43,200 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $161,234 | $213,439 |
| FIDELITY INVESTMENTS | $3,349 | $3,349 |
| CLAYMORE EXCHANGE RECEIVABLE | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $0 | $0 | $0 | $0 |
| REGISTRATION FEE | $61 | $0 | $0 | $0 |
| BANK CHARGES | $0 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,136 | Amt |
| Net Investment Income | $4,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN INCOME TAX | $28 | $28 | $0 | $0 |
| FEDERAL TAX | $373 | $0 | $0 | $0 |
Comments