MANTZ FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MANTZ FOUNDATION INC (EIN 20-1593416)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349100339
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:09:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591841202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAWN MARSHALL CUNNINGHAM CONDON SWEAT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 EXECUTIVE CENTER DR W STE 100 | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337022470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201593416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANTZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANT | BusinessNameControlTxt |
| Phone | 3526228573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344804474 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY R MANTZ | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 3526224987 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M CONDON CPA | PreparerPersonNm |
| PTIN | P00019489 | PTIN |
| Phone | 7278236500 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 2FF475C74FB1582E26567D252C90996E9B9A9103 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A952EDFBC0D5B4B7743A6B39F8FCDB1DD5319343 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,843,350 | 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 | $11,158,784 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $182,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $234,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,204,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,575,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,482 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,178 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,026 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,031 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $34,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,426,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $373,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,423,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,754,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,825,836 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $528 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,555,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,772,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,843,350 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,692 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $4,692 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,555,820 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,767,471 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,555,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,767,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,555,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,772,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,555,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,426,860 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,982,680 | SubtotalAmt |
| Other Decreases | $215,209 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,767,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,242,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,941,264 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047145 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,663,054 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,972 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $395,150 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126463 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,004 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $342,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122519 | DistributionYr5Rt |
| Total Distribution | 0.396542 | TotalDistributionRt |
| Average Distribution | 0.079308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,965,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,469 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,469 | SubtotalAmt |
| Tax Based On Investment Income | $7,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,776 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,276 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,807 | OverpaymentAmt |
| Applied To ES Tax | $2,807 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | NONE | WebsiteAddressTxt |
| Individual With Books | JEFFREY MANTZ | IndividualWithBooksNm |
| Phone | 3526228573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| Address Line2 | 662 SE 47TH LOOP | AddressLine2Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344804474 | 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 | false | UndistributedIncomePYInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT T RYAN | ||||||||
| 2398 SW 76TH LANE | OCALA | FL | 34476 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| JEFFREY R MANTZ | ||||||||
| 662 SE 47TH LOOP | OCALA | FL | 34480 | TREASURER/DI | 1.00 | $0 | $0 | $0 |
| MARK H MANTZ | ||||||||
| 113 WILLIAMS PRIDE WAY | NEWNAN | GA | 30265 | VP/DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO QUALIFYING ORGANIZATION. SEE ATTACHED LIST. | Description1Txt |
| Expenses1 | $114,000 | Expenses1Amt |
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 | $7,795,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,086,709 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,086,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,965,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $398,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $398,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,469 | TotalTaxAmt |
| Distributable Before Adj | $390,801 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $390,801 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $390,801 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $114,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,801 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,958 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,422 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $114,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $58,898 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,898 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $217,903 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY MANTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002820073 | RecipientPhoneNum |
| Form And Info And Materials | ALL INFORMATION CONCERNING PAST PERFORMANCE AND PROPOSED USE OF REQUESTED CONTRIBUTION, GRANT, GIFT ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO SUCH RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL BOSTON | |||||||||
| CHILDREN'S HOSPITAL BOSTON | 300 LONGWOOD AVE | 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | 501(C)(3) | OMS RESEARCH | $15,000 |
| USOC PARALYMPICS | |||||||||
| USOC PARALYMPICS | S TEJON ST | S TEJON ST | COLORADO SPRINGS | CO | 80909 | NONE | 501(C)(3) | SUPPORT PARALYMPIC ATHLETES | $30,000 |
| MERCY MEDICAL ANGELS | |||||||||
| MERCY MEDICAL ANGELS | 4620 HAYGOOD RD | 4620 HAYGOOD RD | VIRGINIA BEACH | VA | 23455 | NONE | 501(C)(3) | MEDICALLY RELATED TRANSPORTATION | $5,000 |
| GRACE LUTHERAN SCHOOL | |||||||||
| GRACE LUTHERAN SCHOOL | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | YOUTH EDUCATION | $3,000 |
| ST PATRICK CHURCH OF MINTURN | |||||||||
| ST PATRICK CHURCH OF MINTURN | 475 PINE STREET | 475 PINE STREET | MINTURN | CO | 81645 | NONE | CHURCH | CHURCH | $14,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||||
| SHRINER'S HOSPITAL FOR CHILDREN | 12502 USF PINE DRIVE | 12502 USF PINE DRIVE | TAMPA | FL | 33612 | NONE | 501(C)(3) | CHILDREN'S HEALTHCARE | $1,500 |
| COMMUNITY CHURCH OF MONTREAT | |||||||||
| COMMUNITY CHURCH OF MONTREAT | 396 GENEVA PLACE | 396 GENEVA PLACE | MONTREAT | NC | 28757 | NONE | CHURCH | CHURCH | $2,000 |
| GIVE KIDS THE WORLD INC | |||||||||
| GIVE KIDS THE WORLD INC | 210 S BASS RD | 210 S BASS RD | KISSIMMEE | FL | 34746 | NONE | 501(C)(3) | CHILDREN WITH LIFE-THREATENING ILLNE | $3,500 |
| OMSLIFE FOUNDATION | |||||||||
| OMSLIFE FOUNDATION | PO BOX 2899 | PO BOX 2899 | CYPRESS | TX | 77410 | NONE | 501(C)(3) | OPSOCLONUS MYOCLONUS AWARENESS | $10,000 |
| HUMANE SOCIERTY MARION COUNTY | |||||||||
| HUMANE SOCIETY MARION COUNTY | 701 NW 14TH RD | 701 NW 14TH RD | OCALA | FL | 34475 | NONE | 501(C)(3) | ANIMAL WELFARE | $1,500 |
| FLORIDA DIABETESCAMP | |||||||||
| FLORIDA DIABETES CAMP | PO BOX 14136 | PO BOX 14136 | GAINESVILLE | FL | 32604 | NONE | 501(C)(3) | DIABETES EDUCATION | $1,000 |
| MARION CNTY CHILD ADVOCACY CTR | |||||||||
| MARION CNTY CHILD ADVOCACY CTR | 315 FAIRMONT AVE | 315 FAIRMONT AVE | FAIRMONT | WV | 26554 | NONE | 501(C)(3) | CHILDREN AFFECTED BY ABUSE | $2,000 |
| COLLEGE OF CENTRAL FL FOUNDATION | |||||||||
| COLLEGE OF CENTRAL FL FOUNDATION | 3001 SW COLLEGE RD | 3001 SW COLLEGE RD | OCALA | FL | 34474 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| QUEEN OF PEACE CHURCH | |||||||||
| QUEEN OF PEACE CHURCH | 6455 SW STATE RD 200 | 6455 SW STATE RD 200 | OCALA | FL | 34476 | NONE | CHURCH | CHURCH | $14,000 |
| SONGS FOR KIDS FOUNDATION | |||||||||
| SONGS FOR KIDS FOUNDATION | 1579 MONROE DR STE F-927 | 1579 MONROE DR STE F-927 | ATLANTA | GA | 30324 | NONE | 501(C)(3) | KIDS FACING ILLNESS & HARDSHIP | $1,500 |
| TURPENTINE CREEK FOUNDATION | |||||||||
| TURPENTINE CREEK FOUNDATION | 239 TURPENTINE CREEK LN | 239 TURPENTINE CREEK LN | EUREKA SPRINGS | AR | 72632 | NONE | 501(3)(3) | ABANDONED & ABUSED TIGERS, LIONS ETC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,312 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $416,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,891 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEANNE M MANTZ FAMILY TRUST B-2 | |||||||
| 1 | 2398 SW 76TH LANE | OCALA | FL | 34476 | $5,869,178 | Yes (X) | Yes (X) |
| RUSSELL MANTZ FAMILY TRUST B-2 | |||||||
| 2 | 662 SE 47TH LOOP | OCALA | FL | 34480 | $5,289,606 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $5,540,791 | 2016-07-28 |
| 1 | PUBLICLY TRADED SECURITIES | $3,387 | 2016-08-03 |
| 2 | PUBLICLY TRADED SECURITIES | $2,949,606 | 2016-07-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FORM 990-PF PREPARATION | $2,678 |
| BOOKKEEPING SETUP FEE | $3,500 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES | 2015-03 | PURCHASE | 2016-12 | $4,939,646 | $4,934,807 | $4,839 |
| PUBLICLY TRADED SECURITIES | 2012-12 | DONATION | 2016-11 | $53,144 | $35,582 | $17,562 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INTL SMALL COMPANY | $670,185 | $715,758 |
| DFA EMERG MKTS PORT INSTL | $200,001 | $202,668 |
| DFA INTL VALUE III | $1,371,466 | $1,434,757 |
| DFA LARGE CAP VALUE III | $2,568,877 | $2,808,025 |
| DFA ONE-YEAR FIXED INCOME | $801,384 | $799,174 |
| DFA TAX MNGD SMALL CAP PORT | $152,463 | $168,314 |
| VANGUARD REIT INDEX ADM | $722,536 | $706,601 |
| DFA US SMALL CAP PORT | $1,044,779 | $1,189,027 |
| VANGUARD TOTAL STOCK MKT ADM | $2,381,240 | $2,750,238 |
| DFA EMERGING MKTS CORE FUND | $972,627 | $926,678 |
| DFA INTL SMALL CAP VALUE FUND | $677,499 | $712,754 |
| DFA US TARGETED VALUE | $1,292,254 | $1,484,101 |
| VANGUARD DEVEL MKTS ADM | $899,338 | $927,741 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $528 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TO SEC 1014 BASIS | Desc |
| Amt | $215,209 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| WIRE FEES | $50 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $4,692 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,026 | Amt |
| Net Investment Income | $17,026 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX BASED ON INVESTMENT I | $7,469 | |
| FOREIGN TAXES WITHHELD FROM DIVI | $4,031 | $4,031 |
| STATE ANNUAL REPORT | $61 |
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