CRAWFORD HOWARD PRIVATE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CRAWFORD HOWARD PRIVATE FOUNDATION (EIN 65-0756107)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201712269349100511
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T10:32:05-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berkman Jorgensen Masters & Stafman LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2637 East Atlantic Blvd Suite 139 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | 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 | 650756107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crawford-Howard Private Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 5618351313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Room 251 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Hal Bowen Howard III | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brent D Berkman | PreparerPersonNm |
| Phone | 5612367285 | PhoneNum |
| Preparation | 2017-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.90.76.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-14 | IPDt |
| IP Tm | 14:28:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D2826188C6AB9F80723C2A20978D894D43E9D628 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2826188C6AB9F80723C2A20978D894D43E9D628 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,669,322 | 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 | $422,096 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $304,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $304,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$385,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,192,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $341,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,607 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $817 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $654 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,610 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,653 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,508 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $960 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $155,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $351,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $351,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $506,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,330,238 | CashBOYAmt |
| Cash EOY | $761,066 | CashEOYAmt |
| Cash EOYFMV | $761,066 | CashEOYFMVAmt |
| Acct Rcvbl | $10,331 | AcctRcvblAmt |
| Acct Rcvbl BOY | $159 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,331 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,331 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $932 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,286,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,966,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,960,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $237,381 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $954,322 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $936,987 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,855,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,692,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,669,322 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $932 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $932 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,855,664 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,691,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,855,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,691,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,855,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,692,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,855,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,373 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,691,291 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,691,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 BAC Capital Trust VIII | P | 2010-06-15 | 2016-08-15 | $25,000 | $20,025 | $4,975 | $4,975 |
| 25,000 BAC Capital Trust VIII | P | 2010-12-22 | 2016-08-15 | $25,000 | $21,250 | $3,750 | $3,750 |
| 500 shares Cal Maine Foods Incorporated | P | 2015-08-13 | 2016-09-26 | $20,137 | $26,626 | -$6,489 | -$6,489 |
| 500 shares Cal Maine Foods Incorporated | P | 2015-08-21 | 2016-09-26 | $20,136 | $24,656 | -$4,520 | -$4,520 |
| 200 shares Consolidated Edison Incorporated | P | 2003-02-12 | 2016-03-18 | $15,053 | $7,428 | $7,625 | $7,625 |
| 300 shares Consolidated Edison Incorporated | P | 2003-04-28 | 2016-03-18 | $22,580 | $11,839 | $10,741 | $10,741 |
| 500 shares Consolidated Edison Incorporated | P | 2007-09-14 | 2016-03-18 | $37,634 | $23,028 | $14,606 | $14,606 |
| 1,000 shares E M C Corporation Mass | P | 1993-12-10 | 2016-02-17 | $24,852 | $1,906 | $22,946 | $22,946 |
| 1,000 shares E M C Corporation Mass | P | 2014-01-08 | 2016-02-17 | $24,852 | $25,776 | -$924 | -$924 |
| 1,000 shares Micron Technology Incorporated | P | 2010-01-13 | 2016-03-31 | $10,163 | $10,515 | -$352 | -$352 |
| 1,000 shares Micron Technology Incorporated | P | 2010-02-11 | 2016-03-31 | $10,163 | $8,755 | $1,408 | $1,408 |
| 3,000 shares NY Community Bancorp Incorporated | P | 2013-05-15 | 2016-12-22 | $47,482 | $40,648 | $6,834 | $6,834 |
| 3,000 shares NY Community Bancorp Incorporated | P | 2015-11-19 | 2016-12-22 | $47,482 | $47,806 | -$324 | -$324 |
| 200 shares Royal Dutch Shell PLC | P | 2003-02-20 | 2016-11-17 | $9,880 | $7,950 | $1,930 | $1,930 |
| 200 shares Royal Dutch Shell PLC | P | 2003-08-28 | 2016-11-17 | $9,880 | $9,032 | $848 | $848 |
| 2,000 shares Swift Transportation Company Class A | P | 2014-01-08 | 2016-11-23 | $50,471 | $40,552 | $9,919 | $9,919 |
| 2,000 shares Liberty Global PLC | P | 2015-06-08 | 2016-02-11 | $60,658 | $99,384 | -$30,280 | -$30,280 |
| 1,000 shares Liberty Global PLC | P | 2015-06-30 | 2016-02-11 | $30,329 | $48,164 | -$20,269 | -$20,269 |
| 2,000 shares Liberty Global PLC | P | 2015-09-02 | 2016-02-11 | $60,658 | $86,410 | -$25,752 | -$25,752 |
| 1,500 shares Liberty Global PLC | P | 2015-11-02 | 2016-02-11 | $45,494 | $65,489 | -$19,995 | -$19,995 |
| 1,000 shares Liberty Global PLC | P | 2015-11-02 | 2016-06-01 | $35,978 | $43,659 | -$7,681 | -$7,681 |
| 1,500 shares Liberty Global PLC | P | 2015-11-19 | 2016-06-01 | $53,966 | $60,626 | -$6,660 | -$6,660 |
| 2,500 shares Liberty Global PLC | P | 2015-11-30 | 2016-06-01 | $89,944 | $101,036 | -$11,092 | -$11,092 |
| 1,500 shares American Express Company | P | 2015-06-08 | 2016-04-19 | $95,255 | $118,418 | -$23,163 | -$23,163 |
| 900 shares American Express Company | P | 2015-07-09 | 2016-04-19 | $57,153 | $68,965 | -$11,812 | -$11,812 |
| 600 shares American Express Company | P | 2015-10-26 | 2016-04-19 | $38,102 | $44,469 | -$6,367 | -$6,367 |
| 1,500 shares CVS Health Corp | P | 2016-05-19 | 2016-12-19 | $119,771 | $151,194 | -$31,423 | -$31,423 |
| 1,000 shares CVS Health Corp | P | 2016-05-23 | 2016-12-19 | $79,847 | $98,503 | -$18,656 | -$18,656 |
| 750 shares CVS Health Corp | P | 2016-07-25 | 2016-12-19 | $59,885 | $70,486 | -$10,601 | -$10,601 |
| 1,000 shares CVS Health Corp | P | 2016-10-11 | 2016-12-19 | $79,847 | $86,209 | -$6,362 | -$6,362 |
| 3,000 shares Discovery Communications Inc | P | 2015-06-08 | 2016-04-19 | $82,787 | $95,264 | -$12,477 | -$12,477 |
| 2,000 shares Discovery Communications Inc | P | 2015-06-15 | 2016-04-19 | $55,191 | $61,427 | -$6,236 | -$6,236 |
| 2,500 shares Discovery Communications Inc | P | 2015-07-09 | 2016-04-28 | $68,995 | $77,026 | -$8,031 | -$8,031 |
| 2,500 shares Discovery Communications Inc | P | 2015-07-28 | 2016-04-28 | $68,995 | $72,689 | -$3,694 | -$3,694 |
| 4,000 shares Discovery Communications Inc | P | 2016-01-12 | 2016-04-28 | $110,391 | $101,545 | $8,846 | $8,846 |
| 1,000 shares Illumina Inc | P | 2016-03-31 | 2016-08-18 | $173,700 | $161,598 | $12,102 | $12,102 |
| 525 shares Illumina Inc | P | 2016-04-20 | 2016-08-18 | $91,192 | $73,509 | $17,683 | $17,683 |
| 2,000 shares Liberty Broadband Co | P | 2015-06-08 | 2016-01-21 | $94,196 | $104,740 | -$10,544 | -$10,544 |
| 2,000 shares Liberty Broadband Co | P | 2015-06-29 | 2016-01-21 | $94,195 | $101,935 | -$7,740 | -$7,740 |
| 3,000 shares Liberty Media Corp | P | 2015-06-08 | 2016-01-21 | $104,328 | $116,627 | -$12,299 | -$12,299 |
| 2,000 shares Liberty Media Corp | P | 2015-06-29 | 2016-01-21 | $69,552 | $72,754 | -$3,202 | -$3,202 |
| 2,000 shares Tiffany Company | P | 2015-12-02 | 2016-04-19 | $143,278 | $157,086 | -$13,808 | -$13,808 |
| 500 shares Tiffany Company | P | 2015-12-03 | 2016-04-19 | $35,819 | $38,095 | -$2,276 | -$2,276 |
| 1,400 shares Verisk Analytics Inc | P | 2015-06-08 | 2016-01-21 | $99,624 | $102,975 | -$3,351 | -$3,351 |
| 4,000 shares Wells Fargo Co | P | 2016-08-31 | 2016-09-28 | $180,029 | $202,232 | -$15,264 | -$15,264 |
| 1,250 shares Wells Fargo Co | P | 2016-09-13 | 2016-09-28 | $56,259 | $65,603 | -$9,344 | -$9,344 |
| 1,000 shares Deere Co | P | 2015-06-08 | 2016-12-22 | $103,102 | $91,646 | $11,456 | $11,456 |
| 1,000 shares Novartis AG | P | 2015-06-08 | 2016-12-19 | $71,757 | $101,456 | -$29,699 | -$29,699 |
| 600 shares Novartis AG | P | 2015-06-15 | 2016-12-19 | $43,054 | $59,802 | -$16,748 | -$16,748 |
| 900 shares Novartis AG | P | 2015-09-21 | 2016-12-19 | $64,581 | $86,144 | -$21,563 | -$21,563 |
| 1,000 shares Smucker J M Co | P | 2015-06-08 | 2016-07-11 | $153,509 | $110,741 | $42,768 | $42,768 |
| 1,000 shares Smucker J M Co | P | 2015-06-29 | 2016-07-11 | $153,510 | $109,214 | $44,296 | $44,296 |
| 400 shares Liberty Global PLC | P | 2015-08-21 | 2016-02-11 | $12,132 | $18,281 | -$6,149 | -$6,149 |
| 350 shares Liberty Global PLC | P | 2015-09-02 | 2016-02-11 | $10,615 | $15,122 | -$4,507 | -$4,507 |
| 250 shares Liberty Global PLC | P | 2015-10-02 | 2016-02-11 | $7,582 | $10,143 | -$2,561 | -$2,561 |
| 750 shares Discovery Communications Inc | P | 2015-08-21 | 2016-04-28 | $20,698 | $19,284 | $1,414 | $1,414 |
| 250 shares Discovery Communications Inc | P | 2015-10-05 | 2016-04-28 | $6,900 | $6,031 | $869 | $869 |
| 400 shares Liberty Broadband Co | P | 2015-08-21 | 2016-01-21 | $18,839 | $21,196 | -$2,357 | -$2,357 |
| 400 shares Liberty Media Corp | P | 2015-08-21 | 2016-01-21 | $13,910 | $14,647 | -$737 | -$737 |
| 5,000 shares Price T Rowe Group Inc | P | 2009-12-29 | 2016-01-20 | $319,348 | $414,400 | -$95,052 | -$95,052 |
| 3,726 shares Price T Rowe Group Inc | P | 2009-12-29 | 2016-02-08 | $242,990 | $308,811 | -$65,821 | -$65,821 |
| 1,274 shares Price T Rowe Group Inc | P | 2009-12-29 | 2016-02-08 | $83,084 | $105,589 | -$22,505 | -$22,505 |
| 200 shares Smucker J M Co | P | 2015-08-21 | 2016-07-11 | $30,702 | $22,084 | $8,618 | $8,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$385,053 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$305,158 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,237 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,892,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.011559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,841 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,753,873 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.055786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,613,487 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.054357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,390 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,476,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.051727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,445,477 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.050944 | DistributionYr5Rt |
| Total Distribution | 000.224373 | TotalDistributionRt |
| Average Distribution | 000.044875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,428,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $378,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,831 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $380,080 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $382,628 | 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 | $1,831 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,831 | SubtotalAmt |
| Tax Based On Investment Income | $1,831 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $932 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $932 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,864 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,864 | OriginalReturnTaxPaidAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $14 | OverpaymentAmt |
| Applied To ES Tax | $14 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | Not applicable | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simses & Associates P A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5612367285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 400 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Sara Howard Garay | ||||||
| 279 Foote Road | Dorset | VT | 05251 | Trustee | 005.00 | $0 |
| Hal Bowen Howard III | ||||||
| 1605 W 31st Street | Minneapolis | MN | 55408 | Trustee | 005.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not applicable | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not applicable | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,690,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,472 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,557,315 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,557,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,360 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,428,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,831 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,831 | TotalTaxAmt |
| Distributable Before Adj | $419,617 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $419,617 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $419,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,628 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,628 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,831 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $380,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $419,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $265,465 | UndistributedIncomePYAmt |
| Qualifying Distributions | $382,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $265,465 | AppliedToYear1Amt |
| Applied To Current Year | $117,163 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $302,454 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Day Services of Memphis Tennessee | |||||||
| 3185 Hickory Hill Road | Memphis | TN | 38115 | None | PC | Charitable exempt purpose | $7,000 |
| Cotton Museum at Memphis Cotton Exchange | |||||||
| 65 Union Avenue | Memphis | TN | 38103 | None | PC | Charitable exempt purpose | $10,000 |
| Elmwood Cemetary | |||||||
| 824 S Dudley Street | Memphis | TN | 38104 | None | PC | Charitable exempt purpose | $10,000 |
| Friends for Our Riverfront Inc | |||||||
| 2670 Union Avenue Ext Suite 1228 | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $6,500 |
| Hutchison School | |||||||
| 1740 Ridgeway Road | Memphis | TN | 38119 | None | PC | Charitable exempt purpose | $30,000 |
| Memphis Garden Club | |||||||
| 4339 Park Avenue | Memphis | TN | 38117 | None | PC | Charitable exempt purpose | $6,500 |
| Presbyterian Day School | |||||||
| 4025 Poplar Avenue | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $30,000 |
| Restoration Outreach Ministries | |||||||
| P O Box 281441 | Memphis | TN | 38168 | None | PC | Charitable exempt purpose | $5,000 |
| Shining Bright Outreach Ministries | |||||||
| 7341 Ginger Snap Cove | Memphis | TN | 38125 | None | PC | Charitable exempt purpose | $5,000 |
| Boys & Girls Clubs of Greater Memphis | |||||||
| 903 Walker Avenue | Memphis | TN | 38126 | None | PC | Charitable exempt purpose | $60,000 |
| Service Over Self | |||||||
| 2505 Poplart Avenue | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $24,000 |
| Binghampton Developmemnt Corporation FBO Carpenter Art GardenPurple House | |||||||
| P O Box 111447 | Memphis | TN | 38111 | None | PC | Charitable exempt purpose | $38,000 |
| Girls Inc | |||||||
| 2670 Union Avenue Suite 606 | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $60,000 |
| Caritas Village | |||||||
| 2509 Harvard Avenue | Memphis | TN | 38112 | None | PC | Charitable exempt purpose | $59,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $351,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $304,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$385,053 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$80,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$80,446 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Hal B Howard Revocable Trust | ||||||
| 1 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $110,442 | Yes (X) |
| Hal B Howard Charitable Remainder U | ||||||
| 2 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $1,325 | Yes (X) |
| Johanna G Howard | ||||||
| 3 | 151 Grace Trail Apt 1 | Palm Beach | FL | 33480 | $300,000 | Yes (X) |
| Hal B Howard Charitable Remainder A | ||||||
| 4 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $6,291 | Yes (X) |
| Hal B Howard Charitable Remainder A | ||||||
| 5 | 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 | $4,038 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Berkman, Jorgensen, Masters Stafman LLC | CategoryTxt |
| Amt | $9,625 | Amt |
| Net Investment Income | $4,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,812 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (63 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 25,000 BAC Capital Trust VIII | 2010-06 | P | 2016-08 | $25,000 | $20,025 | $4,975 |
| 25,000 BAC Capital Trust VIII | 2010-12 | P | 2016-08 | $25,000 | $21,250 | $3,750 |
| 500 shares Cal Maine Foods Incorporated | 2015-08 | P | 2016-09 | $20,137 | $26,626 | -$6,489 |
| 500 shares Cal Maine Foods Incorporated | 2015-08 | P | 2016-09 | $20,136 | $24,656 | -$4,520 |
| 200 shares Consolidated Edison Incorporated | 2003-02 | P | 2016-03 | $15,053 | $7,428 | $7,625 |
| 300 shares Consolidated Edison Incorporated | 2003-04 | P | 2016-03 | $22,580 | $11,839 | $10,741 |
| 500 shares Consolidated Edison Incorporated | 2007-09 | P | 2016-03 | $37,634 | $23,028 | $14,606 |
| 1,000 shares E M C Corporation Mass | 1993-12 | P | 2016-02 | $24,852 | $1,906 | $22,946 |
| 1,000 shares E M C Corporation Mass | 2014-01 | P | 2016-02 | $24,852 | $25,776 | -$924 |
| 1,000 shares Micron Technology Incorporated | 2010-01 | P | 2016-03 | $10,163 | $10,515 | -$352 |
| 1,000 shares Micron Technology Incorporated | 2010-02 | P | 2016-03 | $10,163 | $8,755 | $1,408 |
| 3,000 shares NY Community Bancorp Incorporated | 2013-05 | P | 2016-12 | $47,482 | $40,648 | $6,834 |
| 3,000 shares NY Community Bancorp Incorporated | 2015-11 | P | 2016-12 | $47,482 | $47,806 | -$324 |
| 200 shares Royal Dutch Shell PLC | 2003-02 | P | 2016-11 | $9,880 | $7,950 | $1,930 |
| 200 shares Royal Dutch Shell PLC | 2003-08 | P | 2016-11 | $9,880 | $9,032 | $848 |
| 2,000 shares Swift Transportation Company Class A | 2014-01 | P | 2016-11 | $50,471 | $40,552 | $9,919 |
| 2,000 shares Liberty Global PLC | 2015-06 | P | 2016-02 | $60,658 | $99,384 | -$30,280 |
| 1,000 shares Liberty Global PLC | 2015-06 | P | 2016-02 | $30,329 | $48,164 | -$20,269 |
| 2,000 shares Liberty Global PLC | 2015-09 | P | 2016-02 | $60,658 | $86,410 | -$25,752 |
| 1,500 shares Liberty Global PLC | 2015-11 | P | 2016-02 | $45,494 | $65,489 | -$19,995 |
| 1,000 shares Liberty Global PLC | 2015-11 | P | 2016-06 | $35,978 | $43,659 | -$7,681 |
| 1,500 shares Liberty Global PLC | 2015-11 | P | 2016-06 | $53,966 | $60,626 | -$6,660 |
| 2,500 shares Liberty Global PLC | 2015-11 | P | 2016-06 | $89,944 | $101,036 | -$11,092 |
| 1,500 shares American Express Company | 2015-06 | P | 2016-04 | $95,255 | $118,418 | -$23,163 |
| 900 shares American Express Company | 2015-07 | P | 2016-04 | $57,153 | $68,965 | -$11,812 |
| 600 shares American Express Company | 2015-10 | P | 2016-04 | $38,102 | $44,469 | -$6,367 |
| 1,500 shares CVS Health Corp | 2016-05 | P | 2016-12 | $119,771 | $151,194 | -$31,423 |
| 1,000 shares CVS Health Corp | 2016-05 | P | 2016-12 | $79,847 | $98,503 | -$18,656 |
| 750 shares CVS Health Corp | 2016-07 | P | 2016-12 | $59,885 | $70,486 | -$10,601 |
| 1,000 shares CVS Health Corp | 2016-10 | P | 2016-12 | $79,847 | $86,209 | -$6,362 |
| 3,000 shares Discovery Communications Inc | 2015-06 | P | 2016-04 | $82,787 | $95,264 | -$12,477 |
| 2,000 shares Discovery Communications Inc | 2015-06 | P | 2016-04 | $55,191 | $61,427 | -$6,236 |
| 2,500 shares Discovery Communications Inc | 2015-07 | P | 2016-04 | $68,995 | $77,026 | -$8,031 |
| 2,500 shares Discovery Communications Inc | 2015-07 | P | 2016-04 | $68,995 | $72,689 | -$3,694 |
| 4,000 shares Discovery Communications Inc | 2016-01 | P | 2016-04 | $110,391 | $101,545 | $8,846 |
| 1,000 shares Illumina Inc | 2016-03 | P | 2016-08 | $173,700 | $161,598 | $12,102 |
| 525 shares Illumina Inc | 2016-04 | P | 2016-08 | $91,192 | $73,509 | $17,683 |
| 2,000 shares Liberty Broadband Co | 2015-06 | P | 2016-01 | $94,196 | $104,740 | -$10,544 |
| 2,000 shares Liberty Broadband Co | 2015-06 | P | 2016-01 | $94,195 | $101,935 | -$7,740 |
| 3,000 shares Liberty Media Corp | 2015-06 | P | 2016-01 | $104,328 | $116,627 | -$12,299 |
| 2,000 shares Liberty Media Corp | 2015-06 | P | 2016-01 | $69,552 | $72,754 | -$3,202 |
| 2,000 shares Tiffany Company | 2015-12 | P | 2016-04 | $143,278 | $157,086 | -$13,808 |
| 500 shares Tiffany Company | 2015-12 | P | 2016-04 | $35,819 | $38,095 | -$2,276 |
| 1,400 shares Verisk Analytics Inc | 2015-06 | P | 2016-01 | $99,624 | $102,975 | -$3,351 |
| 4,000 shares Wells Fargo Co | 2016-08 | P | 2016-09 | $180,029 | $202,232 | -$15,264 |
| 1,250 shares Wells Fargo Co | 2016-09 | P | 2016-09 | $56,259 | $65,603 | -$9,344 |
| 1,000 shares Deere Co | 2015-06 | P | 2016-12 | $103,102 | $91,646 | $11,456 |
| 1,000 shares Novartis AG | 2015-06 | P | 2016-12 | $71,757 | $101,456 | -$29,699 |
| 600 shares Novartis AG | 2015-06 | P | 2016-12 | $43,054 | $59,802 | -$16,748 |
| 900 shares Novartis AG | 2015-09 | P | 2016-12 | $64,581 | $86,144 | -$21,563 |
| 1,000 shares Smucker J M Co | 2015-06 | P | 2016-07 | $153,509 | $110,741 | $42,768 |
| 1,000 shares Smucker J M Co | 2015-06 | P | 2016-07 | $153,510 | $109,214 | $44,296 |
| 400 shares Liberty Global PLC | 2015-08 | P | 2016-02 | $12,132 | $18,281 | -$6,149 |
| 350 shares Liberty Global PLC | 2015-09 | P | 2016-02 | $10,615 | $15,122 | -$4,507 |
| 250 shares Liberty Global PLC | 2015-10 | P | 2016-02 | $7,582 | $10,143 | -$2,561 |
| 750 shares Discovery Communications Inc | 2015-08 | P | 2016-04 | $20,698 | $19,284 | $1,414 |
| 250 shares Discovery Communications Inc | 2015-10 | P | 2016-04 | $6,900 | $6,031 | $869 |
| 400 shares Liberty Broadband Co | 2015-08 | P | 2016-01 | $18,839 | $21,196 | -$2,357 |
| 400 shares Liberty Media Corp | 2015-08 | P | 2016-01 | $13,910 | $14,647 | -$737 |
| 5,000 shares Price T Rowe Group Inc | 2009-12 | P | 2016-01 | $319,348 | $414,400 | -$95,052 |
| 3,726 shares Price T Rowe Group Inc | 2009-12 | P | 2016-02 | $242,990 | $308,811 | -$65,821 |
| 1,274 shares Price T Rowe Group Inc | 2009-12 | P | 2016-02 | $83,084 | $105,589 | -$22,505 |
| 200 shares Smucker J M Co | 2015-08 | P | 2016-07 | $30,702 | $22,084 | $8,618 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Marketable securities | BondNm |
| EOY Book Value | $954,322 | EOYBookValueAmt |
| EOYFMV | $936,987 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Marketable securities | StockNm |
| EOY Book Value | $12,966,490 | EOYBookValueAmt |
| EOYFMV | $14,960,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Simses Associates, P. A. | CategoryTxt |
| Legal Fees | $817 | LegalFeesAmt |
| Net Investment Income | $654 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $960 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $960 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investmemt advisory management | CategoryTxt |
| Amt | $133,263 | Amt |
| Net Investment Income | $106,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,653 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Hal B Howard Revocable Trust | |||
| 251 Royal Palm Way Suite 400 | Palm Beach | FL | 33480 |
| Johanna G Howard | |||
| 151 Grace Trail Apt 1 | Palm Beach | FL | 33480 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign taxes withheld at source from dividends | $8,508 | $8,508 |
| Federal excise tax | $1,850 |
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