MCARTHUR FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MCARTHUR FAMILY FOUNDATION (EIN 46-6485182)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201823179349101412
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:06:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591766887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON AND COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2123 MANGO PL | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466485182 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCARTHUR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCAR | BusinessNameControlTxt |
| Phone | 9043549000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 RIVERSIDE AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LOVE MCARTHUR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9043549000 | PhoneNum |
| Signature | 2018-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT R JOHNSON CPA | PreparerPersonNm |
| PTIN | P00366842 | PTIN |
| Phone | 9046322160 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 13:06:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F8E8C302B45B67843F13B8EA9C208F1DCF85C19A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 105765E572DEB4DC3E7ACB4146B0BE8786E2D991 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,237,718 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,963 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $208 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $208 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,877 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,113 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,114 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,114 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,131 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,137,807 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,226,999 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,226,999 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,280 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,588 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,588 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,144,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,237,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,237,718 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $19,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,124,591 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,237,718 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,124,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,718 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,144,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,237,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,124,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,176 | OtherIncreasesAmt |
| Subtotal | $1,237,718 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,718 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 2840 | P | 2017-12-31 | 2017-12-31 | $19 | $18 | $1 | $1 |
| MERRILL LYNCH 2840 | P | 2017-01-01 | 2017-12-31 | $82,481 | $83,270 | -$789 | -$789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,963 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,062,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046865 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,078,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023920 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,474 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,148,541 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044817 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,094,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002901 | DistributionYr4Rt |
| Total Distribution | 0.118503 | TotalDistributionRt |
| Average Distribution | 0.029626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,178,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,114 | 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 | $965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $965 | SubtotalAmt |
| Tax Based On Investment Income | $965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,588 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,588 | TotalPaymentsAndCreditsAmt |
| Overpayment | $623 | OverpaymentAmt |
| Applied To ES Tax | $623 | 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 |
| 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 |
| Individual With Books | CLANCY HOUSTON | IndividualWithBooksNm |
| Phone | 9046549000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 RIVERSIDE AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2015 | UndistributedIncomePY2Yr |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 LOVE MCARTHUR | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KATHERINE M ATHEY | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DONALD WADSWORTH MCARTHUR IV | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SUSAN M JONES | ||||||||
| 1050 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | TRUSTEE | 000.00 | $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 | $1,157,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,588 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,196,893 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,196,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,178,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $965 | TotalTaxAmt |
| Distributable Before Adj | $57,982 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,982 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,114 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,114 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $965 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,456 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $1,152 | TotalForPriorYearsAmt |
| Qualifying Distributions | $45,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,114 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $1,152 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $1,152 | PriorYearDeficiencyOrTaxAmt |
| Taxable2 | $7,342 | Taxable2Amt |
| Undistributed Income CY | $57,982 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| DANIEL | ||||||
| 4203 SOUTHPOINT BLVD | JACKSONVILLE | FL | 32216 | NONRESTRICTED OPERATIONAL SUPPORT | $100 | |
| KANUGA | ||||||
| 130 KANUGA CHAPEL DRIVE | HENDERSONVILLE | NC | 28739 | NONRESTRICTED OPERATIONAL SUPPORT | $1,000 | |
| NORTH GA COMMUNITY FNDTN | ||||||
| 615 OAK STREET SUITE 1300 | GAINESVILLE | GA | 30501 | NONRESTRICTED OPERATIONAL SUPPORT | $2,000 | |
| WESTSIDE CHAPEL | ||||||
| 4541 SHIRLEY AVE 8 | JACKSONVILLE | FL | 32210 | NONRESTRICTED OPERATIONAL SUPPORT | $23,900 | |
| ALS ASSOCIATION | ||||||
| 3242 PARKSIDE CENTER CIRC | TAMPA | FL | 33619 | NONRESTRICTED OPERATIONAL SUPPORT | $3,000 | |
| MUSCOGEE COUNTY LIBRARY FNDTN | ||||||
| 3000 MACON ROAD | COLUMBUS | GA | 31906 | NONRESTRICTED OPERATIONAL SUPPORT | $2,000 | |
| MEDICAL TEAM INTERNATIONAL | ||||||
| PO BOX 10 | PORTLAND | OR | 97207 | NONRESTRICTED OPERATIONAL SUPPORT | $3,000 | |
| MADISON SQUARE PARK CONSERVANCY | ||||||
| PO BOX 1814 | NEW YORK | NY | 101591814 | NONRESTRICTED OPERATIONAL SUPPORT | $4,114 | |
| ROBIN HOOD | ||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONRESTRICTED OPERATIONAL SUPPORT | $3,000 | |
| USA COLLEGE OF FAMILY AND CONSUMER | ||||||
| 400 N COLUMBUS STREET | ALEXANDRIA | VA | 22314 | NONRESTRICED OPERATIONAL SUPPORT | $3,000 | UNIT 202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,114 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,602 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $77,751 | ExclusionAmt |
| Related Or Exempt Function Incm | -$788 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,665 | ExclusionAmt |
| Related Or Exempt Function Incm | -$788 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,877 | 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 | $2,750 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ML ACCOUNT | StockNm |
| EOY Book Value | $1,226,999 | EOYBookValueAmt |
| EOYFMV | $1,226,999 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAX | Desc |
| BOY Book Value | $2,280 | BOYBookValueAmt |
| EOY Book Value | $1,588 | EOYBookValueAmt |
| EOYFMV | $1,588 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| PENALTIES | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Revenue And Expenses Per Books | $208 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $65,176 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS OUTSTANDING | Desc |
| BOY Book Value | $19,500 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $10,113 | Amt |
| Net Investment Income | $10,113 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $257 | $257 |
| FEDERAL TAX | $688 |
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