FELTEL FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FELTEL FAMILY FOUNDATION INC (EIN 59-3757056)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-24
- IRS object ID
- 201941449349100204
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-24T10:55:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heinz & Jolles LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10375 Centurion Parkway N Ste 115 | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | 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 | 593757056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Feltel Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY FELTEL | InCareOfNm |
| Business Name Control | FELT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9274 River Shores Lane | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY FELTEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9047390303 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE M JOLLES | PreparerPersonNm |
| PTIN | P00293744 | PTIN |
| Phone | 9046522230 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.162.168.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 59572320191445000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 79BD657E7BFA94375545EB854BC2ADF4EB6E2728 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 79BD657E7BFA94375545EB854BC2ADF4EB6E2728 | 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 | $952,990 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,330 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,295 | CashBOYAmt |
| Cash EOY | $60,664 | CashEOYAmt |
| Cash EOYFMV | $60,664 | CashEOYFMVAmt |
| Corporate Stock BOY | $741,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $820,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $892,326 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $800,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $881,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $952,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $800,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $881,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $800,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $881,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $800,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $881,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $800,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,039 | OtherIncreasesAmt |
| Subtotal | $897,233 | SubtotalAmt |
| Other Decreases | $15,663 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $881,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 04377 - SEE STMT ATTCHD | P | 2018-12-27 | $13,758 | $24,466 | -$10,708 | |
| MERRILL LYNCH 04377 - SEE STMT ATTCHD | P | 2018-12-27 | $29,373 | $25,401 | $3,972 | $9,620 |
| CAPITAL GAIN DIVIDENDS | P | $106,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,498 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $969,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048987 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $890,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0567 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $949,357 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,131 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $856,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044528 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $701,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075585 | DistributionYr5Rt |
| Total Distribution | 0.274963 | TotalDistributionRt |
| Average Distribution | 0.054993 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $992,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,591 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,331 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,922 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,662 | SubtotalAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $738 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,338 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $2,669 | OverpaymentAmt |
| Applied To ES Tax | $2,669 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY FELTEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9047390303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9274 RIVER SHORES LANE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32257 | 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 |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARY FELTEL | ||||||||
| 9274 River Shores Lane | Jacksonville | FL | 32257 | PRESIDENT, DIRECTOR | 1.0 | $0 | $0 | $0 |
| DEBORAH WILLIAMS | ||||||||
| 808 POINT LA VISTA RD W | JACKSONVILLE | FL | 32207 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KIMBERLY CARLSON | ||||||||
| 227 23RD ST | DELMAR | CA | 92014 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JENNIFER VOSS | ||||||||
| 405 GLENMONT DR | SOLONO BEACH | CA | 92075 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GILBERT FELTEL JR | ||||||||
| 2848 SYLVAN LANE S | JACKSONVILLE | FL | 32257 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $965,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,007,813 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,007,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $992,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,662 | TotalTaxAmt |
| Distributable Before Adj | $46,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $48,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $46,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,127 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,250 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $5,080 | ExcessFromYear2Amt |
| Excess From Year1 | $43 | ExcessFromYear1Amt |
| Excess From Current Year | $1,127 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIR FORCE ENLISTED VILLAGE | ||||||||
| 92 SUNSET LANE | SHALIMAR | FL | 32579 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| THE ANGELES CLINIC FOUNDATION | ||||||||
| 2001 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | STE 560W |
| BIBLE STUDY FELLOWSHIP | ||||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| CASA DE AMPARA | ||||||||
| 3355 MISSION AVENUE | OCEANSIDE | CA | 92058 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | STE 238 |
| CELIAC DISEASE FOUNDATION | ||||||||
| 13251 VENTURA BOULEVARD | STUDIO CITY | CA | 91604 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | STE 1 |
| CHRISTIAN APPALACHIAN PROJECT DEVELOPMENT OFFICE | ||||||||
| PO BOX 55911 | LEXINGTON | KY | 405559944 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 | |
| CHRISTIAN FAMILY CHAPEL | ||||||||
| 10365 ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32257 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| CITY RESCUE MISSION | ||||||||
| PO BOX 60291 | JACKSONVILLE | FL | 32236 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| DANIEL FOUNDATION INC | ||||||||
| 4203 SOUTHPOINT BOULEVARD | JACKSONVILLE | FL | 32216 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 | |
| DREAMS COME TRUE | ||||||||
| 6803 SOUTHPOINT PARKWAY | JACKSONVILLE | FL | 32216 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| LAKEWOOD UNITED METHODIST | ||||||||
| 6133 SAN JOSE BOULEVARD | JACKSONVILLE | FL | 32217 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| MAYO CLINIC - LYMPHOMA MIGRAINES ALZHEIMERS | ||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 | |
| MENINAK CLUB OF JACKSONVILLE | ||||||||
| PO BOX 8626 | JACKSONVILLE | FL | 32239 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| SBPC FOSTER YOUTH MINISTRY | ||||||||
| 125 13TH STREET | DEL MAR | CA | 92014 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 | |
| THE SALVATION ARMY | ||||||||
| 2320 FIFTH AVE | SAN DIEGO | CA | 92112 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381019929 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 | |
| UK COLLEGE OF ENGINEERING | ||||||||
| 251 RALPH G ANDERSON BLDG | LEXINGTON | KY | 40502 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $4,000 | |
| THE SALVATION ARMY WOMEN'S AUXILIARY | ||||||||
| PO BOX 52508 | JACKSONVILLE | FL | 32201 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $2,000 | |
| WOLFSON CHILDREN'S HOSPITAL | ||||||||
| 800 PRUDENTIAL DRIVE | JACKSONVILLE | FL | 32207 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| DCRCC | ||||||||
| 5321 FIRST PL NE | WASHINGTON | DC | 20011 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| FOOD FOR THE POOR INC | ||||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| CURE INTERNATIONAL | ||||||||
| 774 LIME KILN RD | NEW CUMBERLAND | PA | 17070 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| SOLANA BEACH PRESBYTERIAN CHURCH | ||||||||
| 120 STEVENS AVE | SOLANA BEACH | CA | 92075 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| THE SALVATION ARMY - DOOR OF HOPE | ||||||||
| 2799 HEALTH CENTER DR | SAN DIEGO | CA | 92123 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| HUBBARD HOUSE | ||||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $5,000 | |
| SAN DIEGO RESCUE MISSION | ||||||||
| PO BOX 80427 | SAN DIEGO | CA | 921380427 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| WILLIAMS COLLEGE WOMEN'S BASKETBALL | ||||||||
| 22 SPRING ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| AMERICAN HEART ASSOC GIFT PROCESSING | ||||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | N/A | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | ||
| CHRISTIAN UNION (CORNELL & COLUMBIA) | ||||||||
| 19 VANDEVENTER AVE | PRINCETON | NJ | 08542 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $500 | |
| THE LYMPHOMA RESEARCH FOUNDATION | ||||||||
| WALL ST PLAZA 88 PINE ST STE 2400 | NEW YORK | NY | 10005 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $1,000 | |
| THE SALVATION ARMY KETTLE FUND | ||||||||
| 328 N OCEAN ST | JACKSONVILLE | FL | 32202 | N/A | PC | TO CONTRIBUTE TO THE CHARITABLE ENDEAVORS OF THE RECIPIENT ORGANIZATION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,800 | 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 | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH | $486,268 | $447,150 |
| VANGUARD | $277,603 | $395,510 |
| REGIONS | $57,035 | $49,666 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $15,663 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $86 | $86 |
| ANNUAL REGISTRATION FEE | $61 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION OF PREVIOUS ADJUSTMENTS | Desc |
| Amt | $14,039 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOM | $1,772 | |
| FOREIGN TAX ON INVESTMENT INCO | $135 | $135 |
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