RICHARD E AND LILLIAN M BECKERFAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD E AND LILLIAN M BECKERFAMILY FOUNDATION INC (EIN 20-4371982)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-27
- IRS object ID
- 201830589349100608
- Schema version
- 2017v2.2
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-27T15:42:28-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461585527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFUTT BARTON SCHLITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 Beachland Blvd | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 | 204371982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard & Lillian Becker | BusinessNameLine1Txt |
| Business Name Line2 | Family Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7722345915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Sago Palm Road | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara B Hurley | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 7722345915 | PhoneNum |
| Signature | 2018-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Harry C Offutt III | PreparerPersonNm |
| PTIN | P00154318 | PTIN |
| Phone | 7722312100 | PhoneNum |
| Preparation | 2018-02-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,296,837 | 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 | $71,140 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,711 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,645 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $519,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,655 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $71,140 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $71,140 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $71,140 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $853,914 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,010,483 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,145,042 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $1,373,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,162,278 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,296,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,373,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,162,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,373,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,162,278 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,373,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,162,278 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,373,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,162,304 | SubtotalAmt |
| Other Decreases | $26 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,162,278 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | publicly traded securities | PropertyDesc |
| Gross Sales Price | $453,118 | GrossSalesPriceAmt |
| Cost Or Other Basis | $414,169 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,949 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,949 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,949 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,222,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.153784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,006,740 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.301948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $253,715 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $843,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.300642 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $341,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $654,396 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.521249 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $332,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $713,608 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.465340 | DistributionYr5Rt |
| Total Distribution | 1.742963 | TotalDistributionRt |
| Average Distribution | 0.348593 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,304,077 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $454,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $455,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $334,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $338 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Jo Ann Becker | IndividualWithBooksNm |
| Phone | 7722345915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Sago Palm Road | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jo Ann Becker | ||||||||
| 155 Sago Palm Road | Vero Beach | FL | 32963 | Secretary | 1.00 | $0 | $0 | $0 |
| Bruce R Abernethy Jr Esq | ||||||||
| 155 Sago Palm Road | Vero Beach | FL | 32963 | Director | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,005,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,323,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,323,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,304,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,058 | TotalTaxAmt |
| Distributable Before Adj | $64,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $296,688 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $338,850 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $250,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $300,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $183,638 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,370,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $270,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,640,745 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $296,688 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,344,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338,850 | ExcessFromYear4Amt |
| Excess From Year3 | $250,699 | ExcessFromYear3Amt |
| Excess From Year2 | $300,256 | ExcessFromYear2Amt |
| Excess From Year1 | $183,638 | ExcessFromYear1Amt |
| Excess From Current Year | $270,614 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Williams YMCA of Avery County | ||||||
| PO Box 707 | Linville | NC | 28646 | 501 (c)(3) | GENERAL | $10,000 |
| Vero Beach Dog Park | ||||||
| 505 Beachland Blvd Suite 1-124 | Vero Beach | FL | 32963 | 501 (c)(3) | GENERAL | $2,500 |
| Mental Health Assoc of IRC | ||||||
| 820 37th Place | Vero Beach | FL | 32960 | 501 (c)(3) | GENERAL | $500 |
| Avery County NC Humane Society Inc | ||||||
| P O Box 1213 | Newland | NC | 28657 | 501 (c)(3) | GENERAL | $50,000 |
| Humane Society of Vero Beach | ||||||
| P O Box 644 | Vero Beach | FL | 32961 | 501 (c)(3) | GENERAL | $250 |
| Vero Beach Opera | ||||||
| P O Box 6912 | Vero Beach | FL | 32961 | 501 (c)(3) | GENERAL | $15,000 |
| The Source | ||||||
| 1015 Commerce Ave | Vero Beach | FL | 32960 | 501 (c)(3) | GENERAL | $1,000 |
| Appalachian Regional Heathcare | ||||||
| P O Box 2600 | Boone | NC | 28607 | 501 (c)(3) | GENERAL | $10,000 |
| Appalachian Regional Heathcare | ||||||
| P O Box 2600 | Boone | NC | 28607 | 501 (c)(3) | GENERAL | $10 |
| Vero Beach Art Club | ||||||
| 3001 Riverside Park Dr | Vero Beach | FL | 32963 | 501 (c)(3) | GENERAL | $5,500 |
| Gifford Youth Activities Center | ||||||
| 4875 43rd Ave | Vero Beach | FL | 32967 | 501 (c)(3) | GENERAL | $25,000 |
| HRD Foundation Corporation | ||||||
| 766 10th Ct | Vero Beach | FL | 32962 | 501 (c)(3) | GENERAL | $190,000 |
| HRD Foundation Corporation | ||||||
| 766 10th Ct | Vero Beach | FL | 32962 | 501 (c)(3) | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,760 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $592 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,170 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,711 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,711 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | income used for exempt purposes |
| 4 | income used for exempt purposes |
| 7 | income used for exempt purposes |
| 8 | income used for exempt purposes |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Offutt Barton Schlitt | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,010,483 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,145,042 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bruce Abernethy (Esq) | CategoryTxt |
| Legal Fees | $1,645 | LegalFeesAmt |
| Net Investment Income | $1,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost basis adjustment made by broker | Desc |
| Amt | $26 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Merill Lynch Managment Fees | Desc |
| Revenue And Expenses Per Books | $7,248 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Prior Year 990-PF tax paid | CategoryTxt |
| Amt | $1,433 | Amt |
| Net Investment Income | $1,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |