DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-24
IRS object ID
201801759349100050
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-24T18:19:44-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11717 CLEVELAND AVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C DONAHUEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7048777621PhoneNum
Signature2018-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448234PTIN
Phone7273504612PhoneNum
Preparation2018-06-24PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,960,397FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$120,085ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$533InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$533InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$388,796GrossSalesPriceAmt
Total Rev And Expnss$227,430TotalRevAndExpnssAmt
Total Net Invst Incm$11,060TotalNetInvstIncmAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$817TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$817TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,169OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,169OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,116TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,986TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,011ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,011ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,303ExcessRevenueOverExpensesAmt
Net Investment Income$11,060NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,465CashBOYAmt
Cash EOY$14,262CashEOYAmt
Cash EOYFMV$14,262CashEOYFMVAmt
Corporate Stock BOY$1,183,112CorporateStockBOYAmt
Corporate Stock EOY$1,160,630CorporateStockEOYAmt
Corporate Stock EOYFMV$3,887,978CorporateStockEOYFMVAmt
Corporate Bonds EOY$56,988CorporateBondsEOYAmt
Corporate Bonds EOYFMV$58,157CorporateBondsEOYFMVAmt
Total Assets BOY$1,186,577TotalAssetsBOYAmt
Total Assets EOY$1,231,880TotalAssetsEOYAmt
Total Assets EOYFMV$3,960,397TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,186,577UnrestrictedBOYAmt
Unrestricted EOY$1,231,880UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,186,577TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,231,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,186,577TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,231,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,186,577TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,303ExcessRevenueOverExpensesAmt
Subtotal$1,231,880SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,231,880TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,464AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,191,132NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.003406DistributionYr1Rt
Adjusted Qlfy Distri Yr2$84,501AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,961,238NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043086DistributionYr2Rt
Adjusted Qlfy Distri Yr3$163,703AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,025,382NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080826DistributionYr3Rt
Adjusted Qlfy Distri Yr4$87,921AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,458,532NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060280DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,057AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,047,270NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039204DistributionYr5Rt
Total Distribution0.226802TotalDistributionRt
Average Distribution0.045360AverageDistributionRt
Net Vl Noncharitable Assets$2,967,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$134,585AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$111NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$134,696AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$181,997QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Tax Due$111TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
Payment To Government OfficialYes (true)PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF ALARM - AFRICAN LEADERSHIP & RECONCILIATION MINISTRIES, A MINISTRY THAT SERVES LEADERS IN CENTRAL AFRICADescription1Txt
Description2SUPPORT OF FASHION & COMPASSION, A NON-PROFIT ORGANIZATION THAT SUPPORTS WOMEN AND MEN OVERCOMING POVERTY AND INJUSTICE IN THE US AND & OTHER COUNTRIES THROUGH HOLISITIC ECONOMIC EMPOWERMENTDescription2Txt
Description3EDUCATIONAL SUPPORT OF LOCAL AND INTERNATIONAL STUDENTS WHO ARE FUTURE LEADERS IN THEIR COMMUNITIES BUT LACK ADEQUATE FINANCIAL SUPPORT. THIS SUPPORT IS PROVIDED DIRECTLY TO ACADEMIC INSTITUTIONS AS WELL AS THROUGH OTHER NON-PROFIT ORGANIZATIONS PROVIDING SCHOLARSHIPS AND SPONSORSHIPS.Description3Txt
Description4SUPPORT OF CHILD SPONSORSHIP THROUGH COMPASSION INTERNATIONALDescription4Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,967,051AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,969,551TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,969,551AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,967,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,353MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,353MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$148,242DistributableBeforeAdjAmt
Distributable Before Ded$148,242DistributableBeforeDedAmt
Distributable As Adjusted$148,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,997ExpensesAndContributionsAmt
Qualifying Distributions$181,997QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$111PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$181,886AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,242DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$43,202ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,129ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$15,169ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,464ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,964TotalExcessDistributionCyovAmt
Qualifying Distributions$181,997QualifyingDistributionsAmt
Applied To Current Year$148,242AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,755RemainingDistriFromCorpusAmt
Total Corpus$107,719TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$43,202ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$64,517ExcessDistriCyovToNextYrAmt
Excess From Year4$8,129ExcessFromYear4Amt
Excess From Year2$15,169ExcessFromYear2Amt
Excess From Year1$7,464ExcessFromYear1Amt
Excess From Current Year$33,755ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA$17,759
MARKET YOUR MIND
3000 SOMERSET DRIVECHARLOTTENC28209ANTI-TRAFFICKING$1,200
FOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28210CHURCH SUPPORT$18,000
PREGNANCY RESOURCE CENTER
1505 EAST 4TH STCHARLOTTENC28204CRISIS PREGNANCY$1,500
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202HOMELESSNESS$5,000
YOUNG LIFE
6707 FAIRVIEW ROADCHARLOTTENC28210YOUTH MINISTRY$1,500SUITE A
ALARM
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$17,800
YMCA COMPREHENSIVE INSTITUTE
3000 SOMERSET DRIVECHARLOTTENC28209STUDENT EDUCATION$1,314
OUR LITTLE ROSES
PO BOX 530947MIAMI SHORESFL33153ORPHAN CARE$1,244
MYERS PARK CLOTHES FOR CHANGE
2400 COLONY ROADCHARLOTTENC28209COLLEGE SCHOLARSHIP$1,240
FASHION COMPASSION
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$52,588
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$50
MOTHERING ACROSS CONTINENTS
310 ARLINGTON AVECHARLOTTENC28203PIVOT ACADEMY - RWANDA$1,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$900SUITE 250
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$600
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$3,000
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE EDUCATION$14,897
INDIEGOGO
REDWOOD AVENUESAN FRANCISCOCA94102CUBA DOCUMENTAR START UP$1,000
A BETTER WORLD
4527 FREEDOM DRIVECHARLOTTENC28208AFTER SCHOOL PROGRAM$500
BEST BUDDIES
10020 MONROE ROADMATTREWSNC28105CHILDREN WITH DISABILITIES$1,700
CAROLINA BREAST FRIENDS
1607 E MOREHEAD STREETCHARLOTTENC28207WOMENS HEALTH$2,700
CHANGED CHOICES
501 HAWTHORNE LANECHARLOTTENC28205JUSTICE INIATIVES$2,500
HOSKINS PARK MINISTRIES
107 CROMER STREETCHARLOTTENC28208FAMILY CRISIS ASSISTANCE$1,200
NATL M S RESEARCH
3101 INDUSTRIAL DRIVERALEIGHNC27609JUVENILE RESEARCH$500
PROJECT 658
CENTRAL AVENUECHARLOTTENC28205JUSTICE INITIATIVES$2,500
SEARCH MINISTRIES
1043 E MOREHEAD STCHARLOTTENC28204MISSIONARY SUPPORT$1,500
S I M
14830 CHOATE CIRCLECHARLOTTENC28273INTL CHILDRENS SUPPORT$400
THE HARVEST CENTER
2225 FREEDOM DRIVECHARLOTTENC28208CRISIS ASSISTANCE$2,500
THE BARNANAS GROUP
2322 N BATAVIAORANGECA92865EDUCATION RELATED$1,630
THE PARK CHURCH
6029 BEATTIES FORD ROADCHARLOTTENC28216JUSTICE INITIATIES$500
THE VEIBANA FOUNDATION
P O BOX 106121GREENSBORONC27404SUNDRY$500
TOGETHER WE RISE
580 W LAMBERT ROADBREACA92821FOSTER CARE$1,500
TRAILSIDE CHURCH
P O BOX 1759TRAVERERS RESTSC29690CHURCH SUPPORT$5,000
UNPACKIN IT
P O BOX 473173CHARLOTTENC28247SUNDRY$500
DD GROUP
3000 SOMERSET DRIVECHARLOTTENC28209MICROFINANCE$1,500
VARIOUS OTHER CHARITIES
3000 SOMERSET DRIVECHARLOTTENC28209VARIOUS$4,889
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,011TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$533RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,527RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$96,285RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$107,345RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,345TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BANK OF AMERICA2014-09PURCHASE2017-11$13,396$8,519$4,877
BILGARI HOLDINGS2015-07PURCHASE2017-08$57,688$62,338-$4,650
JAKKS PAC INC2013-07PURCHASE2017-05$24,456$37,508-$13,052
PROSAFE2014-12PURCHASE2017-01$206$27,036-$26,830
IMAX2006-08PURCHASE2017-11$12,157$2,851$9,306
NATL GRID2010-07PURCHASE2017-05$33,248$19,560$13,688
WHOLE FOODS2011-10PURCHASE2017-05$82,350$91,351-$9,001
TPL LAND1995-10PURCHASE2017-11$165,295$43,348$121,947

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTESLABondNm
EOY Book Value$56,988EOYBookValueAmt
EOYFMV$58,157EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
G WILLI FOOD$20,301$21,570
ALIBABA GROUP$57,173$129,323
BYD$29,423$52,269
BANK OF AMERICA$50,519$44,280
BERKSHIRE HATHAWAY$277,547$792,880
BIGLARI HOLDINGS$62,475$62,160
IMAX$8,553$34,725
JAKKS
MARKEL$52,086$113,913
TPL$522,495$2,574,822
OROCOBRE LTD NV$22,553$27,136
G E$57,505$34,900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK SERVICE CHARGES$37$37
PROFESSIONAL DEVELOPMENT$3,525$3,525
OFFICE SUPPLIES$25$25
INVESTMENT EXPENSES$146$146
FUND RAISING EXPENSE$170$170
COMPUTER EXPENSE$2,266$2,266

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEDWARD DONAHUEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVENUEAddressLine1Txt
Address Line2SUITE 1AddressLine2Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33707ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$130Amt

Comments

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