REILING FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
REILING FAMILY FOUNDATION INC (EIN 65-1088529)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-16
IRS object ID
201941979349100209
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)
Return2019-07-16T12:41:39-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Patricia T Anderson IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 S Dixie Highway Suite 128AddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651088529EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE REILING FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREILBusinessNameControlTxt
Phone5617068685PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 272251AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA KREBSBACHPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5617068685PhoneNum
Signature2019-07-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatricia T Anderson EAPreparerPersonNm
PTINP00911779PTIN
Phone5613959876PhoneNum
Preparation2019-07-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.78.100.33IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-16IPDt
IP Tm12:41:28IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id375EA065D86EA725F0BAAA7283BD5EDEFE5F9CF2AtSubmissionCreationDeviceId
At Submission Filing Device Id375EA065D86EA725F0BAAA7283BD5EDEFE5F9CF2AtSubmissionFilingDeviceId
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$2,239,446FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$47,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,018DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,948NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$808,993GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,948CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,077,966TotalRevAndExpnssAmt
Total Net Invst Incm$77,966TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,502AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,751AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,751AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,013OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,708OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,305OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$22,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,459TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,056TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,459TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,306TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$984,451ExcessRevenueOverExpensesAmt
Net Investment Income$64,507NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,705CashBOYAmt
Cash EOY$1,018,597CashEOYAmt
Cash EOYFMV$1,018,597CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,153,915OtherInvestmentsBOYAmt
Other Investments EOY$1,258,474OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,220,849OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,292,620TotalAssetsBOYAmt
Total Assets EOY$2,277,071TotalAssetsEOYAmt
Total Assets EOYFMV$2,239,446TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,292,620RetainedEarningBOYAmt
Retained Earning EOY$2,277,071RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,292,620TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,277,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,292,620TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,277,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,292,620TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$984,451ExcessRevenueOverExpensesAmt
Subtotal$2,277,071SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,277,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ADVISORS DISCIPLINEDTR UNIT 1835P2017-12-152018-04-09$92,493$0$106,579-$14,086$0$0$0-$14,086
FT UNIT 6674 SR LN CLOSED END & ETF PORTP2017-07-072018-04-09$84,597$0$86,519-$1,922$0$0$0-$1,922
FT UNIT 6715 LTD DURATION FIXED INCOME EP2017-07-282018-04-09$83,767$0$86,750-$2,983$0$0$0-$2,983
FT UNIT 7201 MLP CLOSED END PORTFOLIOSERP2018-04-092018-07-03$43$0$39$4$0$0$0$4
FT UNIT 7201 MLP CLOSED END PORTFOLIOSERP2018-04-092018-07-05$33$0$30$3$0$0$0$3
FT UNIT 7201 MLP CLOSED END PORTFOLIOSERP2018-04-092018-07-06$19$0$18$1$0$0$0$1
FIRST EAGLE GLOBAL CLASS AP2017-01-252018-04-09$62,991$0$60,679$2,312$0$0$0$2,312
FIRST TR EXCHANGE TRADED FD III FIRST TR, FPEP2016-03-032018-04-09$11,902$0$11,282$620$0$0$0$620
FT UNIT 6464 CAP STRENGTH BUY WRITE PORTP2017-01-252018-04-09$211,800$0$191,679$20,121$0$0$0$20,121
FT UNIT 6469 DOW TARGET 10 JAN 17 TERM 2P2017-01-252018-02-13$114,875$0$100,038$14,837$0$0$0$14,837
PRINCIPAL GLOBAL DIVERSIFIED INCOME AP2017-01-252018-04-09$85,770$0$84,432$1,338$0$0$0$1,338
VEREIT INC PFD SER F6.7%P2014-03-122018-04-09$54,890$0$50,000$4,890$0$0$0$4,890
CAPITAL GAIN DISTRIBUTIONSP2017-12-312018-12-31$5,813$0$0$5,813$0$0$0$5,813
FieldValueIRS element (for citing)
Capital Gain Net Income$30,948CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$18,983NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$77,052AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,343,219NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057364DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,391AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,220,149NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049495DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,841AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,009,300NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054336DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,394AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$994,910NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054672DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,210AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$794,106NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051895DistributionYr5Rt
Total Distribution0.267762TotalDistributionRt
Average Distribution0.053552AverageDistributionRt
Net Vl Noncharitable Assets$1,409,946NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$75,505AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$645NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$76,150AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,306QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,290InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,290SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,290TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$708EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$708TotalPaymentsAndCreditsAmt
Original Return Tax Paid$708OriginalReturnTaxPaidAmt
Tax Due$582TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY KREBSBACHIndividualWithBooksNm
Phone5617068685PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 272251AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334372251ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA REILING KREBSBACH
PO BOX 272251BOCA RATONFL33427VICE PRESIDENT & SECRETARY10.00$12,000$0$0
WILLIAM S REILING
PO BOX 272251BOCA RATONFL33427PRESIDENT0.12$0$0$0
JOANNE V REILING
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
DAVID C REILING
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
KATHLEEN NYE REILING
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
MARK W REILING
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
KERRY L REILING
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
MICHAEL J KREBSBACH
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
DAVID METTZ
PO BOX 272251BOCA RATONFL33427DIRECTOR0.12$0$0$0
MARY BETH REILING
PO BOX 272251BOCA RATONFL33427TREASURER0.12$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,244,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,431,417TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,431,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,471CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,409,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,497MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,497MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,290TaxBasedOnInvestmentIncomeAmt
Total Tax$1,290TotalTaxAmt
Distributable Before Adj$69,207DistributableBeforeAdjAmt
Distributable Before Ded$69,207DistributableBeforeDedAmt
Distributable As Adjusted$69,207DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,306ExpensesAndContributionsAmt
Qualifying Distributions$71,306QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,306AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,207DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,251ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,356ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,887ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,303ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,797TotalExcessDistributionCyovAmt
Qualifying Distributions$71,306QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$69,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,099RemainingDistriFromCorpusAmt
Total Corpus$26,896TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,251ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,645ExcessDistriCyovToNextYrAmt
Excess From Year4$6,356ExcessFromYear4Amt
Excess From Year3$4,887ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$11,303ExcessFromYear1Amt
Excess From Current Year$2,099ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
St Paul Urban Tennis
1675 5th Street EastSAINT PAULMN55105PCGENERAL FUND$500
CAPABLE PARTNERS
PO box 27664Golden ValleyMN55427PCGENERAL FUND$1,000
COMMUNITY FOUNDATION OF PALM BEACHES
261 NW 13 STREETBOCA RATONFL33432PCGENERAL FUND$2,000
JUNIOR LEAGUE OF BOCA RATON
261 NW 13TH STBOCA RATONFL33432PCGENERAL FUND$1,000
FAU COLLEGE OF NURSING
777 GLADES ROADBOCA RATONFL33431PCGENERAL FUND$1,000
BOCA RATON REGIONAL HOSPITAL FOUNDATION
745 MEADOWS ROADBOCA RATONFL33486PCGENERAL FUND$500
ST AMBROSE CHURCH
380 S FEDERAL HWYDEERFIELD BEACHFL33441PCGENERAL FUND$1,000
Cathedral Basilica of the Immaculate Conception St Elizabeth of Hungary
1060 St Francis WayDenveCO80204PCGENERAL FUND$500
ST JOAN OF ARC CARE MINISTRY
370 SW 3RD STBOCA RATONFL33432PCGENERAL FUND$500
Denver Active 20-30 Children's Foundation
764 South Pearl StDenverCO80209PCGENERAL FUND$1,000
FLORENCE FULLER CHILD DEVELOPMENT
200 NE 14TH STBOCA RATONFL33432PCGENERAL FUND$250
AMERICAN CAMP ASSN WITH CAMP FOLEY
9303 FATHER FOLEY DRIVEPINE RIVERMN56474PCGENERAL FUND$250
BELIEVET
3885 100TH STREET EASTNORTHFIELDMN55037PCGENERAL FUND$2,000
ST MARYS COLLEGE
110 LE MANS HALLNOTRE DAMEIN46556PCGENERAL FUND$500
COLGATE NEUMAN CENTER
13 OAK DRIVE HAMILTONNEW YORKNY13346PCGENERAL FUND$1,500
Festival of the Arts
222 Yamato Road 106-137BOCA RATONFL33431PCGENERAL FUND$1,000
ART4SHELTER
2100 PILLSBURY AVEMINNEAPOLISMN55404PCGENERAL FUND$1,000
YOUTHLINK
41 N 12TH STMINNEAPOLISMN55403PCGENERAL FUND$1,000
IMPACT 100 PBC
261 NW 13TH STBOCA RATONFL33432PCGENERAL FUND$2,000
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110PCGENERAL FUND$3,500
PERSPECTIVES INC
3381 GORHAM AVEST LOUIS PARKMN55426PCGENERAL FUND$500
COLORADO SOUTH STORM SOCCER ASSN
10096 HUGHES PLACEHIGHLANDS RANCHCO80126PCGENERAL FUND$1,000
Faith Lodge
505 Hwy 169 245PlymouthMN55441PCGENERAL FUND$500
Equine Assisted Therapies of South Florida
3600 West Sample RoadCoconut CreekFL33073PCGENERAL FUND$250
CRETIN DERHAM HIGH SCHOOL
550 S ALBERT STST PAULMN55116PCGENERAL FUND$3,000
AUTISM AFTER 21
PO BOX 811702BOCA RATONFL33481PCGENERAL FUND$250
LONE SURVIVOR
2636 S LOOP W SUITE 280HOUSTONTX77054PCGENERAL FUND$1,750
WOMANS NEW LIFE CENTER
3032 RIDGELAKE DRIVE SUITE 101METAIRIELA70002PCGENERAL FUND$3,000
NOTRE DAME SEMINARY
2901 S CARROLLTON AVENEW ORLEANSLA70118PCGENERAL FUND$3,000
Mohab Foundation
PO Box 460127CentennialCO80015PCGENERAL FUND$1,000
Sheridan Story
2723 Patton RoadRosevilleMN55113PCGENERAL FUND$500
HARRY TOMPSON CENTER
130 BARONNE STREETNEW ORLEANSLA70112PCGENERAL FUND$1,000
NORTH SHORE HORIZONS
127 7TH STTWO HARBORSMN55616PCGENERAL FUND$3,500
DOMESTIC ABUSE PROJECT
204 W FRANKLIN AVEMINNEAPOLISMN55404PCGENERAL FUND$500
SPECIAL OPERATION WARRIOR FOUNDATION
1137 MARBELLA PLAZA DRIVETAMPAFL33619PCGENERAL FUND$1,500
Twin Cities Rise
1301 Bryant AveneNorth MinneapolisMN55411PCGENERAL FUND$500
AIM HIGHER
2610 University Avenue West 525St PaulMN55114PCGENERAL FUND$10,000
THE GOOD SHEPHERD MISSION
353 BARONNE STNEW ORLEANSLA70112PCGENERAL FUND$2,000
Catholic Charities of Saint Paul & Minneapolis
1200 2ND AVE SOUTHMINNEAPOLISMN55403PCGENERAL FUND$1,500
Catholic Charities Diocese of Venice Inc
1000 Pinbrook RoadVeniceFL34285PCGENERAL FUND$2,500
TUBMAN DEVELOPMENT DEPARTMENT
3111 FIRST AVE SOUTHMINNEAPOLISMN55408PCGENERAL FUND$1,000
HOLY NAME OF JESUS PARISH
6220 LASALLE PLNEW ORLEANSLA70118PCGENERAL FUND$1,000
100 CLUB OF SOUTH PALM BEACH CO
201 N FEDERAL HWY STE 114DEERFIELD BEACHFL33441PCGENERAL FUND$500
UNIVERSITY OF ST THOMAS
2115 SUMMIT AVEST PAULMN55105PCGENERAL FUND$2,500
UNIVERSITY OF DENVER LEP PROGRAM
PO BOX 910585DENVERCO80210PCGENERAL FUND$1,000
UNIV OF MONTANA WILDLIFE BIOLOGY SCHOOL
PO BOX 7159MISSOULAMT59807PCGENERAL FUND$2,500
UNIV OF NOTRE DAME PRE-PROFESSIONAL SCHOOL
1100 GRACE HALLNOTRE DAMEIN46556PCGENERAL FUND$500
Place of Hope
21441 Boca Rio RoadBOCA RATONFL33433PCGENERAL FUND$750
JUVENILE DIABETES RESEARCH PB CHAPT
1641 WORTHINGTON ROADWEST PALM BEACHFL33409PCGENERAL FUND$250
UNIV OF DENVER CATHOLIC MINISTRY
1795 SOUTH WILLIAMS STDENVERCO80210PCGENERAL FUND$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,018ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,948ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,966ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,966TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWilliam and Joanne ReilingContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14351 Gulf Shore Blvd 6NAddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPTANDERSON TAXCategoryTxt
Amt$3,502Amt
Net Investment Income$1,751NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,751DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERITAS STOCK TRADES$803,180$778,045$25,135
CAPITAL GAIN DISTRIBUTIONS$5,813$5,813

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$557,586$532,036
ETF'S$370,258$349,813
REIT$250,275$274,572
UNIT INVESTMENT TRUSTS$80,355$64,428

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PHILADELPHIA INSURANCE INSURANCE$725$363$362
DUES DUES$1,750$875$875
USPS POSTAGE$136$68$68
AMERITAS INVESTMENT MGMT$4,402$4,402

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