THE BOWERS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE BOWERS FOUNDATION (EIN 45-3668271)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-20
- IRS object ID
- 201712939349100406
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-20T12:06:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 453668271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bowers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BOWE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BOWERS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172935000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-10-20 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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 | $345,731 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$736 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$13,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,057 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $325,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $235,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $283,225 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $40,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,880 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $19,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $332,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $345,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $332,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $299,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $332,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $332,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $332,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $299,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $299,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $188,539 | GrossSalesPriceAmt |
| Cost Or Other Basis | $204,295 | CostOrOtherBasisAmt |
| Gain Or Loss | -$15,756 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$15,756 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,756 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $347,192 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $377,263 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $373,987 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065783 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $400,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071122 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $82,891 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.274223 | TotalDistributionRt |
| Average Distribution | 0.054845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $330,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,107 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,160 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $101 | AppliedToEsTaxAmt |
| Total Payments And Credits | $106 | TotalPaymentsAndCreditsAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ariel Bowers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Bowers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $320,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $335,173 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $335,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $330,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $16,401 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,525 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,401 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $8,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $876 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $876 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,330 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,156 | ExcessFromYear4Amt |
| Excess From Year3 | $6,201 | ExcessFromYear3Amt |
| Excess From Year2 | $9,231 | ExcessFromYear2Amt |
| Excess From Year1 | $4,742 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ariel Bowers | ContributingManagerNm |
| Contributing Manager | John Bowers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA STE 100 | SANTA BARBARA | CA | 93103 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | General & Unrestricted | $500 |
| TFTSP YOUTH GOLF COUNCIL ST PETERSBURG FLORIDA INC | |||||||
| PO BOX 55913 | ST PETERSBURG | FL | 33732 | N/A | PC | General & Unrestricted | $2,000 |
| UNITE TO LIGHT | |||||||
| PO BOX 612 | GOLETA | CA | 93116 | N/A | PC | General & Unrestricted | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$747 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$747 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,708 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE CAR-AOD - 0.000 | $10,000 | $10,330 |
| UBS AG CAR AOS EBAY - 0.000% - | $10,000 | $9,960 |
| UBS AG CAR AOS GM - 0.000% - 1 | $10,000 | $10,120 |
| UBS AG CAR AOS RCL 12/17/18 - | $10,000 | $9,470 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $4,101 | $10,302 |
| ALPHABET INC CL C | $4,077 | $10,034 |
| ALTRIA GROUP INC | $10,108 | $10,481 |
| BERKSHIRE HATHAWAY INC. CLASS | $21,385 | $46,123 |
| CSX CORP | $10,431 | $13,114 |
| EDISON INTL | $9,973 | $10,079 |
| FORD MOTOR COMPANY | $10,160 | $9,704 |
| GENERAL MILLS INC | $10,243 | $9,266 |
| HALLIBURTON COMPANY | $9,279 | $9,466 |
| INTEL CORP | $9,902 | $10,156 |
| JP MORGAN ALERIAN MLP INDEX ET | $50,059 | $43,306 |
| MARKET VECTORS - GOLD MINERS E | $13,203 | $5,230 |
| MICROSOFT CORP | $10,102 | $10,253 |
| REYNOLDS AMERICAN INC | $9,900 | $10,087 |
| SEMPRA ENERGY COM | $10,144 | $10,064 |
| UNION PACIFIC | $10,106 | $10,886 |
| VANGUARD INFORMATION TECHNOLOG | $32,717 | $54,674 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS L | $9,513 | $10,005 |
| SUNOCO LOGISTICS PARTNERS LP | $9,645 | $8,047 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $40 | $40 | |
| K-1 Exp SUNOCO LOGISTICS PARTN | $5 | $5 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | -$423 | -$3 |
| K-1 Inc/Loss SUNOCO LOGISTICS PARTNERS LP | -$313 | $14 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,057 | Amt |
| Net Investment Income | $4,057 | NetInvestmentIncomeAmt |
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