R HUGH ELLIOTT FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
R HUGH ELLIOTT FAMILY FOUNDATION (EIN 37-1557038)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-15
IRS object ID
201921969349100702
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)
Return2019-07-15T09:22:33-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471988668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PUCKETT CLEMENT AND SCHELLENBERG PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 W LONG LAKE RD STE 200AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48098ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371557038EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R HUGH ELLIOTT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHUGBusinessNameControlTxt
Phone2484752000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483262768ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR HUGH ELLIOTTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2484752000PhoneNum
Signature2019-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL P PUCKETT CPA CFEPreparerPersonNm
PTINP00181578PTIN
Phone2489529520PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.19.202.1IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-15IPDt
IP Tm10:18:05IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBD0597B445B2BD140E81C6A7BE335B71B1A19C9EAtSubmissionCreationDeviceId
At Submission Filing Device Id26261A8BDDBBA388F001433EE06640D3C5C9E43AAtSubmissionFilingDeviceId
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$9,475,562FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,977,317ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28,430InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28,430InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$157,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$157,698DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$136,476NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,470,346GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$147,742CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$226OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$226OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,300,147TotalRevAndExpnssAmt
Total Net Invst Incm$334,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$70,632OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70,632OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,632TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,632TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$325,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$325,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$395,632TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,632TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$325,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,904,515ExcessRevenueOverExpensesAmt
Net Investment Income$263,464NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,216,650CashBOYAmt
Cash EOY$1,211,765CashEOYAmt
Cash EOYFMV$1,211,765CashEOYFMVAmt
Corporate Stock BOY$3,093,214CorporateStockBOYAmt
Corporate Stock EOY$6,567,804CorporateStockEOYAmt
Corporate Stock EOYFMV$6,355,655CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,227,232CorporateBondsBOYAmt
Corporate Bonds EOY$905,178CorporateBondsEOYAmt
Corporate Bonds EOYFMV$831,529CorporateBondsEOYFMVAmt
Other Assets BOY$1,261,410OtherAssetsBOYAmt
Other Assets EOY$1,018,274OtherAssetsEOYAmt
Other Assets EOYFMV$1,076,613OtherAssetsEOYFMVAmt
Total Assets BOY$7,798,506TotalAssetsBOYAmt
Total Assets EOY$9,703,021TotalAssetsEOYAmt
Total Assets EOYFMV$9,475,562TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,798,506RetainedEarningBOYAmt
Retained Earning EOY$9,703,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,798,506TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,703,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,798,506TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,703,021TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,798,506TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,904,515ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,703,021SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,703,021TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
UBS FIN SVC #46962-PUBLICLY TRADED SECURITIESP$238,520$245,900-$7,380-$7,380
1029.301 UNITS ABBEY CAPITALP$129,466$149,135-$19,669-$19,669
ABBEY CAPITAL MULTI-MANAGER FUNDP$4,375-$4,375-$4,375
ABBEY CAPITAL MULTI-MANAGER FUNDP$6,563-$6,563-$6,563
UBS FIN SVC #45316-PUBLICLY TRADED SECURITIESP$1,359,412$1,254,083$105,329$105,329
UBS FIN SVC #45316-PUBLICLY TRADED SECURITIESP$676,196$646,863$29,333$29,333
410 SHARES AUTOMATIC DATA PROCESSINGD$58,289$7,977$50,312$50,3121997-07-182018-11-06
UBS FIN SVC #45316-OPTIONSP$7,708-$7,708-$7,708
CAPITAL GAINS DIVIDENDSP$8,463$8,463$8,463
FieldValueIRS element (for citing)
Capital Gain Net Income$147,742CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$246,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,570,653NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037500DistributionYr1Rt
Adjusted Qlfy Distri Yr2$191,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,906,933NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038925DistributionYr2Rt
Adjusted Qlfy Distri Yr3$194,664AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,814,034NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051039DistributionYr3Rt
Adjusted Qlfy Distri Yr4$174,650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,899,998NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044782DistributionYr4Rt
Adjusted Qlfy Distri Yr5$189,586AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,784,131NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050100DistributionYr5Rt
Total Distribution0.222346TotalDistributionRt
Average Distribution0.044469AverageDistributionRt
Net Vl Noncharitable Assets$8,565,702NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$380,908AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,635NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$383,543AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$325,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,269InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,269SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,269TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,282EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,282TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$13OverpaymentAmt
Applied To ES Tax$13AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR HUGH ELLIOTTIndividualWithBooksNm
Phone2484752000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUNAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryBDForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R HUGH ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
NANCY N ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
CHAD K ELLIOTT
1882 POND RUN ROADAUBURN HILLSMI48326DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 HARBOR BLVDAddressLine1Txt
CityWEEHAWKENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07086ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY SERVICESServiceTypeTxt
Compensation$66,738CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,940,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$755,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,696,144TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,696,144AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,565,702NetVlNoncharitableAssetsAmt
Minimum Investment Return$428,285MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$428,285MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,269TaxBasedOnInvestmentIncomeAmt
Total Tax$5,269TotalTaxAmt
Distributable Before Adj$423,016DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$423,016DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$423,016DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$325,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$325,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$423,016DistributableAsAdjustedAmt
Undistributed Income PY$323,556UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$325,000QualifyingDistributionsAmt
Applied To Year1$323,556AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,444AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$421,572UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerR HUGH ELLIOTTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonR HUGH ELLIOTTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11882 POND RUN ROADAddressLine1Txt
CityAUBURN HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48326ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2484752000RecipientPhoneNum
Form And Info And MaterialsNO FORM PROVIDED - INFORMATION WILL VARY DEPENDING UPON PROPOSAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUNBAR EARLY LEARNING
12100 SE LANTANA AVEHOBE SOUNDFL33455N/ATO PROVIDE EDUCATION SUPPORT$4,000
JUPITER FIRST CHURCH
1475 INDIAN CREEK PARKWAYJUPITERFL33458N/APROVIDE SUPPORT OF A RELIGIOUS ORGANIZATION$10,000
JUPITER MEDICAL CENTER
1210 S OLD DIXIE HWYJUPITERFL33458N/ASUPPORT OPERATIONS OF MEDICAL CENTER$200,000
OAKLAND UNIVERSITY
2200 NORTH SQUIRREL ROADROCHESTERMI48309N/APROVIDE SUPPORT OF PUBLIC UNIVERSITY-MENS GOLF$25,000
OAKLAND UNIVERSITY
2200 NORTH SQUIRREL ROADROCHESTERMI48309N/APROVIDE SUPPORT OF PUBLIC UNIVERSITY-MEDICAL SCHOOL$30,000
YELLOW RIBBON FUND
PO BOX 41048BETHESDAMD20824N/ATO PROVIDE VETERANS SUPPORT$10,000
OAKLAND UNIVERSITY
2200 NORTH SQUIRREL ROADROCHESTERMI48309N/ASBA-FINANCIAL ANALYSIS GIFT FD$20,000
IMERMAN ANGELS
205 W RANDOLPH ST 19TH FLCHICAGOIL60606N/ATO PROVIDE MEDICAL SUPPORT$1,000
OAKLAND UNIVERSITY
2200 NORTH SQUIRREL ROADROCHESTERMI48309N/APROVIDE SUPPORT OF PUBLIC UNIVERSITY-WOMENS GOLF$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$325,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,430RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$157,698RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$226RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$136,476RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$322,830RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$322,830TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING
4DIVIDENDS FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING
7OTHER INCOME FROM ABBEY CAPITAL HELPS PROVIDE FUNDS FOR FUTURE FUNDING
8GAINS FROM INVESTMENTS HELPS PROVIDE FUNDS FOR FUTURE FUNDING

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
R HUGH ELLIOTT
1425 BEACH ROAD APT 10RJUPITERFL334693806$900,000Yes (X)
R HUGH ELLIOTT
2425 BEACH ROAD APT 10RJUPITERFL334693806$167,347Yes (X)
R HUGH ELLIOTT
3425 BEACH ROAD APT 10RJUPITERFL334693806$701,711Yes (X)
R HUGH ELLIOTT
4425 BEACH ROAD APT 10RJUPITERFL334693806$208,259Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
21001 SHARES APPLE INC$167,3472018-12-14
36910 SHARES MICROSOFT CORP$701,7112018-12-20
41074 SHARES AMGEN INC$208,2592018-12-14

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$905,178EOYBookValueAmt
EOYFMV$831,529EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$6,567,804EOYBookValueAmt
EOYFMV$6,355,655EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBEY CAPITAL MGT LTD$160,205$0$0
JACKSON NATIONAL ANNUITY$1,101,205$1,018,274$1,076,613

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES-UBS #45316$59,886$59,886$0
INVESTMENT EXPENSES-UBS #46962$6,826$6,826$0
ABBEY CAPITAL MULTI-MANAGER$2,399$2,399$0
FOREIGN FEES-UBS #45316$33$33$0
INVESTMENT EXPENSES-UBS #46638$25$25$0
FOREIGN TAX-UBS #45316$1,463$1,463$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ABBEY CAPITAL MULTI-MANAGER$44$44$44
MISC$182$182$182

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