BEAR FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BEAR FAMILY FOUNDATION INC (EIN 75-3064392)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201841249349100409
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-04T09:15:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 753064392 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEAR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 8504329368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325051858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M BEAR | PersonNm |
| Person Title | ASSISTANT SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8504329368 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY G SCHAFFER | PreparerPersonNm |
| PTIN | P01417397 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2018-05-01 | 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 | $4,986,415 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,554 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,682 | 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 |
| Taxes Rev And Expnss | $5,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,591 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,203,364 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,203,364 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,232,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,203,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,103,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,569,232 | CashBOYAmt |
| Cash EOY | $87,782 | CashEOYAmt |
| Cash EOYFMV | $87,782 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,482,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,856,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,898,633 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,052,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,944,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,986,415 | 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 | $5,052,096 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,944,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,052,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,052,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,944,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,052,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,103,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,948,439 | SubtotalAmt |
| Other Decreases | $4,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,944,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $43,701 | $41,593 | $2,108 | $2,108 | |
| PUBLICLY TRADED SECURITIES | $112,198 | $104,224 | $7,974 | $7,974 | |
| PUBLICLY TRADED SECURITIES | $18,722 | $17,381 | $1,341 | $1,341 | |
| PUBLICLY TRADED SECURITIES | $50,657 | $46,947 | $3,710 | $3,710 | |
| PUBLICLY TRADED SECURITIES | $13,525 | -$13,525 | -$13,525 | ||
| CAPITAL GAINS DIVIDENDS | $14,946 | $14,946 | $14,946 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $686,472 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,134,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.166024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $459,718 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,783,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.121492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,479,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,869,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.382265 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,115,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,684,038 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.415468 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,252 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,372,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028347 | DistributionYr5Rt |
| Total Distribution | 1.113596 | TotalDistributionRt |
| Average Distribution | 0.222719 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,049,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,124,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,125,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,203,364 | 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 | $1,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,561 | OverpaymentAmt |
| Applied To ES Tax | $2,561 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | WWW.BEARFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LEWIS BEAR JR | IndividualWithBooksNm |
| Phone | 8504329368 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1Txt |
| City | PENSACOLA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 325051858 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEWIS BEAR JR | ||||||||
| 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| BELLE Y BEAR | ||||||||
| 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| CINDI BEAR BONNER | ||||||||
| 2454 SEMUR ROAD | PENSACOLA | FL | 32503 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LEWIS BEAR III | ||||||||
| 4045 CONNELL DRIVE | PENSACOLA | FL | 32503 | TREASURER | 0.00 | $0 | $0 | $0 |
| DAVID M BEAR | ||||||||
| 885 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | ASSISTANT SECRETARY/TREASU | 0.00 | $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 | $4,526,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $600,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,126,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,126,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,049,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,039 | TotalTaxAmt |
| Distributable Before Adj | $251,446 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,446 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,203,364 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,203,364 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,039 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,202,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $867,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,291,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $483,108 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,914,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,203,364 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $951,918 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,866,754 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,866,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $867,273 | ExcessFromYear4Amt |
| Excess From Year3 | $1,291,209 | ExcessFromYear3Amt |
| Excess From Year2 | $273,246 | ExcessFromYear2Amt |
| Excess From Year1 | $483,108 | ExcessFromYear1Amt |
| Excess From Current Year | $951,918 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEWIS BEAR JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIKIDS PENSACOLA | |||||||
| 3685 MULDOON RD | PENSACOLA | FL | 32526 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| ARC GATEWAY FOUNDATION | |||||||
| 3932 NORTH TENTH AVENUE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| AUTISM PENSACOLA | |||||||
| PO BOX 30213 | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BIG BROTHERS BIG SISTERS OF NW FLORIDA | |||||||
| 1149 CREIGHTON ROAD SUITE 1 | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| COVENANT CARE FOUNDATION | |||||||
| 5041 NORTH 12TH AVENUE | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CREATIVE LEARNING ACADEMY | |||||||
| 3151 HYDE PARK RD | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| EPISCOPAL DAY SCHOOL | |||||||
| 223 N PALAFOX STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $2,542 |
| ESCAMBIA COUNTY PUBLIC SCHOOLS FOUNDATION | |||||||
| 30 EAST TEXAR DRIVE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $18,300 |
| EVERY CHILD A READER IN ESCAMBIA | |||||||
| PO BOX 71 | PENSACOLA | FL | 32591 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| GULF COAST KIDS HOUSE INC | |||||||
| 3401 N 12TH AVE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| HYPE PENSACOLA INC | |||||||
| 551 CREIGHTON RD STE D101 | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MILK AND HONEY OUTREACH MINISTRIES INC | |||||||
| PO BOX 1443 | PENSACOLA | FL | 32591 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MIRACLE LEAGUE OF NE PENSACOLA | |||||||
| 555 E 9 MILE RD | PENSACOLA | FL | 32514 | NONE | PUBLIC CHARITY | CHARITABLE | $8,500 |
| MOTHER WIT INSTITUTE INC | |||||||
| 314 N DEVILLIERS ST | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MY BROTHERS AND SISTERS INC | |||||||
| PO BOX 4598 | PENSACOLA | FL | 32507 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| PACE CENTER FOR GIRLS | |||||||
| 1028 UNDERWOOD AVE | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 |
| PATHWAYS FOR CHANGE | |||||||
| 2050 W BLOUNT STREET | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PENSACOLA CHILDREN'S CHORUS | |||||||
| 46 EAST CHASE STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| PENSACOLA OPERA | |||||||
| 75 S TARRAGONA ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| PENSACOLA SYMPHONY ORCHESTRA | |||||||
| 205 E ZARAGOZA ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PENSACOLA'S PROMISE INC | |||||||
| 1301 E GADSDEN STREET | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| RALLY FOUNDATION FOR CHILDHOOD CANCER RESEARCH | |||||||
| 5775 GLENRIDGE DR NE BLDG B STE 370 | SANDY SPRINGS | GA | 30328 | NONE | PUBLIC CHARITY | CHARITABLE | $1,018,000 |
| RONALD MCDONALD HOUSE | |||||||
| 5200 BAYOU BLVD | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| SEASTARS AQUATICS INC | |||||||
| 5425 HIBISCUS ROAD | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| STUDER COMMUNITY INSTITUTE INC | |||||||
| 220 WEST GARDEN ST STE 100 | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE GLOBAL CORNER | |||||||
| 321 N DEVILLIERS STREET SUITE 220 | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $3,022 |
| THE HER FOUNDATION INC | |||||||
| 6150 W FAIRFIELD DR | PENSACOLA | FL | 32506 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| THE LEARNING POST RANCH | |||||||
| 4150 CEDAR SPRINGS RD | MOLINO | FL | 32577 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| THE PYC SATORI FOUNDATION INC | |||||||
| 1897 CYPRESS ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| UWF FOUNDATION | |||||||
| 11000 UNIVERSITY PARKWAY | PENSACOLA | FL | 32514 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| VETERANS MEMORIAL PARK FOUNDATION OF PENSACOLA INC | |||||||
| PO BOX 12984 | PENSACOLA | FL | 32591 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,203,364 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,357 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,682 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $3,856,457 | EOYBookValueAmt |
| EOYFMV | $4,898,633 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $4,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $23,209 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23,209 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,591 | $1,591 | $0 |
| EXCISE TAXES | $4,175 | $0 | $0 |
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