JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-19
- IRS object ID
- 201930789349100703
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-19T13:01:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191082 | 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 | 462014167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INVESTORS' SECURITY TRUST CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 2392676655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D WATSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2392676655 | PhoneNum |
| Signature | 2019-03-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2019-03-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.129.180.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-19 | IPDt |
| IP Tm | 13:01:12 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03F18296D374F26AAC67775A32AEA2469D8AA2C5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0782B3519ABC744D90EDC8EBDE71CC07B8990B31 | 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 | $4,650,219 | 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 |
| Interest On Sav Rev And Expnss | $8,959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,043,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,351 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,095 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,012 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,012 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $913 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,251 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $321,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $362,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $362,331 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,024,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,936,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,370,582 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,984,492 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,942,240 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,917,306 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $317 | OtherAssetsBOYAmt |
| Other Assets EOY | $602 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,330,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,242,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,650,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,330,091 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,242,071 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,330,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,242,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,330,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,242,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,330,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,792 | OtherIncreasesAmt |
| Subtotal | $4,242,391 | SubtotalAmt |
| Other Decreases | $320 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,242,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| INVESTORS' SECURITY TRUST CO 0308 | P | $62,646 | $60,930 | $1,716 | $1,716 | ||
| 306.57 FED HOME LOAN MTG POOL 5% | P | $307 | $308 | -$1 | -$1 | 2008-03-24 | 2018-12-26 |
| INVESTORS' SECURITY TRUST CO 0308 | P | $935,800 | $858,342 | $77,458 | $77,458 | ||
| 275.24 FED HOME LOAN MTG POOL 5% | P | $275 | $276 | -$1 | -$1 | 2008-03-24 | 2018-12-31 |
| 271.15 FED HOME LOAN MTG POOL 5% | P | $271 | $281 | -$10 | -$10 | 2009-02-12 | 2018-01-31 |
| 197.56 FED HOME LOAN MTG POOL 5% | P | $198 | $198 | 2008-03-24 | 2018-02-26 | ||
| 202.20 FED HOME LOAN MTG POOL 5% | P | $202 | $210 | -$8 | -$8 | 2009-02-12 | 2018-03-15 |
| 150.55 FED HOME LOAN MTG POOL 5% | P | $151 | $151 | 2008-03-24 | 2018-03-26 | ||
| 58.78 FED HOME LOAN MTG POOL 5% | P | $59 | $61 | -$2 | -$2 | 2009-02-12 | 2018-04-16 |
| 303.37 FED HOME LOAN MTG POOL 5% | P | $303 | $304 | -$1 | -$1 | 2008-03-24 | 2018-04-25 |
| 362.53 FED HOME LOAN MTG POOL 5% | P | $363 | $364 | -$1 | -$1 | 2008-03-24 | 2018-02-26 |
| 217.44 FED HOME LOAN MTG POOL 5% | P | $217 | $218 | -$1 | -$1 | 2008-03-24 | 2018-05-25 |
| 445.51 FED HOME LOAN MTG POOL 5% | P | $446 | $447 | -$1 | -$1 | 2008-03-24 | 2018-03-26 |
| 191.04 FED HOME LOAN MTG POOL 5% | P | $191 | $192 | -$1 | -$1 | 2008-03-24 | 2018-06-25 |
| 403.57 FED HOME LOAN MTG POOL 5% | P | $404 | $405 | -$1 | -$1 | 2008-03-24 | 2018-04-25 |
| 211.32 FED HOME LOAN MTG POOL 5% | P | $211 | $212 | -$1 | -$1 | 2008-03-24 | 2018-07-25 |
| 282.52 FED HOME LOAN MTG POOL 5% | P | $283 | $283 | 2008-03-24 | 2018-05-25 | ||
| 191.65 FED HOME LOAN MTG POOL 5% | P | $192 | $192 | 2008-03-24 | 2018-08-27 | ||
| 348.30 FED HOME LOAN MTG POOL 5% | P | $348 | $349 | -$1 | -$1 | 2008-03-24 | 2018-06-25 |
| 235.70 FED HOME LOAN MTG POOL 5% | P | $236 | $236 | 2008-03-24 | 2018-09-25 | ||
| 332.59 FED HOME LOAN MTG POOL 5% | P | $333 | $334 | -$1 | -$1 | 2008-03-24 | 2018-07-25 |
| 207.77 FED HOME LOAN MTG POOL 5% | P | $208 | $208 | 2008-03-24 | 2018-10-25 | ||
| 326.68 FED HOME LOAN MTG POOL 5% | P | $327 | $328 | -$1 | -$1 | 2008-03-24 | 2018-08-27 |
| 183.09 FED HOME LOAN MTG POOL 5% | P | $183 | $184 | -$1 | -$1 | 2008-03-24 | 2018-11-26 |
| 311.05 FED HOME LOAN MTG POOL 5% | P | $311 | $312 | -$1 | -$1 | 2008-03-24 | 2018-09-25 |
| 259.22 FED HOME LOAN MTG POOL 5% | P | $259 | $260 | -$1 | -$1 | 2008-03-24 | 2018-12-26 |
| 332.00 FED HOME LOAN MTG POOL 5% | P | $332 | $333 | -$1 | -$1 | 2008-03-24 | 2018-10-25 |
| 168.39 FED HOME LOAN MTG POOL 5% | P | $168 | $169 | -$1 | -$1 | 2008-03-24 | 2018-12-31 |
| 317.99 FED HOME LOAN MTG POOL 5% | P | $318 | $319 | -$1 | -$1 | 2008-03-24 | 2018-11-26 |
| 108.00 WELLS FARGO & CO | P | $5,709 | $3,062 | $2,647 | $2,647 | 2009-09-21 | 2018-10-10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,351 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,716 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,859,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,116 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,671,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $263,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,016,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,491,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018329 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,101 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,371,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011006 | DistributionYr5Rt |
| Total Distribution | 0.182872 | TotalDistributionRt |
| Average Distribution | 0.036574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,962,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,485 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,749 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $183,234 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,676 | 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 | $1,749 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,749 | SubtotalAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $91 | OverpaymentAmt |
| Applied To ES Tax | $91 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTORS' SECURITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392676655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 |
| 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 (2 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 WATSON | ||||||||
| 433 NW 23RD ST | GAINSVILLE | FL | 32607 | CO-TRUSTEE | 10.00 | $38,192 | $0 | $0 |
| JANICE LAWSON | ||||||||
| 608 PLANTATION ROAD | TALLAHASSEE | FL | 32303 | CO-TRUSTEE | 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 | $4,707,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,037,705 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,037,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,962,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,749 | TotalTaxAmt |
| Distributable Before Adj | $246,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $246,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $246,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,676 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $263,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,749 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,927 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $238,673 | UndistributedIncomePYAmt |
| Qualifying Distributions | $263,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $238,673 | AppliedToYear1Amt |
| Applied To Current Year | $25,003 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $221,355 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | HUMANISM SCHOLARS | $32,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | HEAL MAGAZINE | $6,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | ARTS & HUMANITIES | $60,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | SUMMER INSTITUTE | $2,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | IMMOKALEE CARES | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | CHAPMAN COMMUNITY HEALTH | $20,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | WHITE COATS | $6,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | EQUAL ACCESS CLINIC | $50,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | CHAPMAN GARDEN | $10,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | HUMANE CARE | $10,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | SCHOLARSHIP FUND | $20,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | HUMANISM IN MEDICINE | $23,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,251 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,959 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $228,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,953 | 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 | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - TAXABLE | BondNm |
| EOY Book Value | $1,942,240 | EOYBookValueAmt |
| EOYFMV | $1,917,306 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,936,898 | EOYBookValueAmt |
| EOYFMV | $2,370,582 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $317 | BOYBookValueAmt |
| EOY Book Value | $602 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $320 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BOD EXPENSES | $161 | $81 | $80 |
| INVESTMENT INTEREST EXPENSE | $94 | $94 | |
| OTHER INVESTMENT EXPENSES | $18 | $18 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $3,792 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $33,012 | Amt |
| Net Investment Income | $33,012 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $913 | $913 |
| 2017 TAX | $864 | |
| ES PAYMENTS | $1,840 |