MANN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MANN FAMILY FOUNDATION (EIN 03-0357311)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349101087
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:08:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020374591 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANCAMP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WILDER STREET PO BOX 743 | AddressLine1Txt |
| City | KEENE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03431 | 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 | 030357311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANN | BusinessNameControlTxt |
| Phone | 5618199506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 HOMEWOOD BLVD APT 216 | AddressLine1Txt |
| City | DEL RAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T MANN JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5618199506 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E ZALUKI | PreparerPersonNm |
| PTIN | P00999610 | PTIN |
| Phone | 6033522233 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.75.81.56 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 11:05:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6B73745255668F31528A765C319B186CD4A968B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A99E57DDC6B6B90C65F442B6766B10E1A48D1C39 | 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 | $158,894 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $195 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,964 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $54,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,766 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $166,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,894 | 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 | $166,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $155,725 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $166,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $166,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $166,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $155,725 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $155,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNIT FT HIGH EQUITY | P | 2014-11-17 | 2016-05-17 | $50,232 | $52,804 | -$2,572 | -$2,572 |
| ANALOG DEVICES INC | P | 2016-05-20 | 2016-06-06 | $1,485 | $1,471 | $14 | $14 |
| ALTRIA GROUP INC | P | 2016-05-20 | 2016-07-22 | $482 | $441 | $41 | $41 |
| GENERAL MILLS | P | 2016-05-20 | 2016-07-22 | $285 | $250 | $35 | $35 |
| GLAXOSMITHKLINE PLC | P | 2016-05-20 | 2016-07-12 | $394 | $379 | $15 | $15 |
| JOHNSON & JOHNSON | P | 2016-05-20 | 2016-07-12 | $368 | $337 | $31 | $31 |
| KIMBERLY CLARK CORP | P | 2016-05-20 | 2016-07-07 | $669 | $631 | $38 | $38 |
| KRAFT HEINZ CO | P | 2016-05-20 | 2016-07-12 | $355 | $330 | $25 | $25 |
| OMEGA HEALTHCARE INV INC | P | 2016-05-20 | 2016-07-12 | $854 | $806 | $48 | $48 |
| PROCTER & GAMBLE | P | 2016-05-20 | 2016-07-22 | $514 | $480 | $34 | $34 |
| REALTY INCOME CORP | P | 2016-05-20 | 2016-07-07 | $691 | $589 | $102 | $102 |
| REYNOLDS AMERICAN INC | P | 2016-05-20 | 2016-07-12 | $679 | $645 | $34 | $34 |
| ABBVIE INC | P | 2016-05-20 | 2016-08-26 | $580 | $540 | $40 | $40 |
| GENERAL MILLS | P | 2016-05-20 | 2016-08-03 | $418 | $375 | $43 | $43 |
| PAYCHEX INC | P | 2016-05-20 | 2016-08-26 | $302 | $261 | $41 | $41 |
| REALTY INCOME CORP | P | 2016-05-20 | 2016-08-03 | $484 | $412 | $72 | $72 |
| WEC ENERGY GROUP INC | P | 2016-05-20 | 2016-08-26 | $300 | $292 | $8 | $8 |
| JOHNSON & JOHNSON | P | 2016-05-20 | 2016-10-13 | $471 | $450 | $21 | $21 |
| KIMBERLY CLARK CORP | P | 2016-05-20 | 2016-10-24 | $230 | $252 | -$22 | -$22 |
| KRAFT HEINZ CO | P | 2016-05-20 | 2016-10-13 | $435 | $413 | $22 | $22 |
| MERCK & CO INC | P | 2016-05-20 | 2016-10-13 | $435 | $386 | $49 | $49 |
| PAYCHEX INC | P | 2016-05-20 | 2016-10-24 | $337 | $313 | $24 | $24 |
| REYNOLDS AMERICAN INC | P | 2016-05-20 | 2016-10-21 | $3,531 | $3,239 | $292 | $292 |
| SPECTRA ENERGY CORP | P | 2016-05-20 | 2016-10-24 | $378 | $280 | $98 | $98 |
| UNILEVER PLC | P | 2016-05-20 | 2016-10-13 | $611 | $626 | -$15 | -$15 |
| VENTAS INC | P | 2016-05-20 | 2016-10-13 | $400 | $391 | $9 | $9 |
| 3M COMPANY | P | 2016-05-20 | 2016-11-16 | $344 | $331 | $13 | $13 |
| ABBOTT LABORATORIES | P | 2016-07-07 | 2016-11-16 | $120 | $124 | -$4 | -$4 |
| ABBVIE INC | P | 2016-05-20 | 2016-11-16 | $531 | $540 | -$9 | -$9 |
| ALTRIA GROUP INC | P | 2016-05-20 | 2016-11-16 | $187 | $189 | -$2 | -$2 |
| ASTRAZENECA PLC | P | 2016-07-22 | 2016-11-16 | $28 | $32 | -$4 | -$4 |
| AT&T INC | P | 2016-05-20 | 2016-11-16 | $37 | $38 | -$1 | -$1 |
| AUTOMATIC DATA PROCESSING INC | P | 2016-05-20 | 2016-11-16 | $93 | $86 | $7 | $7 |
| BB & T CORP | P | 2016-05-20 | 2016-11-16 | $128 | $105 | $23 | $23 |
| BCE INC | P | 2016-05-20 | 2016-11-16 | $43 | $46 | -$3 | -$3 |
| CISCO SYS INC | P | 2016-05-20 | 2016-11-16 | $284 | $252 | $32 | $32 |
| COCA COLA CO | P | 2016-05-20 | 2016-11-16 | $165 | $177 | -$12 | -$12 |
| CROWN CASTLE INTL CORP | P | 2016-05-20 | 2016-11-16 | $85 | $90 | -$5 | -$5 |
| FASTENAL CO | P | 2016-05-20 | 2016-11-16 | $180 | $179 | $1 | $1 |
| GENERAL ELECTRIC CO | P | 2016-05-20 | 2016-11-16 | $184 | $177 | $7 | $7 |
| GENERAL MILLS | P | 2016-05-20 | 2016-11-16 | $61 | $63 | -$2 | -$2 |
| GLAXOSMITHKLINE PLC | P | 2016-05-20 | 2016-11-16 | $763 | $842 | -$79 | -$79 |
| HASBRO INC | P | 2016-05-20 | 2016-11-16 | $85 | $85 | $0 | $0 |
| HOME DEPOT INC | P | 2016-05-20 | 2016-11-16 | $376 | $396 | -$20 | -$20 |
| JOHNSON & JOHNSON | P | 2016-05-20 | 2016-11-16 | $349 | $338 | $11 | $11 |
| JPMORGAN CHASE & CO | P | 2016-05-20 | 2016-11-16 | $311 | $254 | $57 | $57 |
| KIMBERLY CLARK CORP | P | 2016-05-20 | 2016-11-16 | $226 | $252 | -$26 | -$26 |
| MAXIM INTERGRATED PRODUCTS INC | P | 2016-05-20 | 2016-11-16 | $79 | $73 | $6 | $6 |
| MERCK & CO INC | P | 2016-05-20 | 2016-11-16 | $1,616 | $1,435 | $181 | $181 |
| MICROSOFT CORP | P | 2016-05-20 | 2016-11-16 | $178 | $153 | $25 | $25 |
| NEXTERA ENERGY INC | P | 2016-05-20 | 2016-11-16 | $228 | $238 | -$10 | -$10 |
| OCCIDENTAL PETROLEUM CORP | P | 2016-05-20 | 2016-11-16 | $137 | $150 | -$13 | -$13 |
| PAYCHEX INC | P | 2016-05-20 | 2016-11-16 | $603 | $574 | $29 | $29 |
| PEPSICO INC | P | 2016-05-20 | 2016-11-16 | $102 | $100 | $2 | $2 |
| PFIZER INC | P | 2016-05-20 | 2016-11-16 | $385 | $405 | -$20 | -$20 |
| PHILIP MORRIS INTL INC | P | 2016-05-20 | 2016-11-16 | $262 | $294 | -$32 | -$32 |
| PROCTER & GAMBLE | P | 2016-05-20 | 2016-11-16 | $83 | $80 | $3 | $3 |
| QUALCOMM INC | P | 2016-05-20 | 2016-11-16 | $66 | $54 | $12 | $12 |
| REALTY INCOME CORP | P | 2016-05-20 | 2016-11-16 | $112 | $118 | -$6 | -$6 |
| SOUTHERN CO | P | 2016-05-20 | 2016-11-16 | $48 | $49 | -$1 | -$1 |
| SPECTRA ENERGY CORP | P | 2016-05-20 | 2016-11-16 | $161 | $124 | $37 | $37 |
| T ROWE PRICE GROUP INC | P | 2016-05-20 | 2016-11-16 | $73 | $75 | -$2 | -$2 |
| TARGET CORPORATION | P | 2016-05-20 | 2016-11-16 | $76 | $68 | $8 | $8 |
| TEXAS INSTRUMENTS | P | 2016-06-06 | 2016-11-16 | $71 | $61 | $10 | $10 |
| UNILEVER PLC | P | 2016-05-20 | 2016-11-16 | $78 | $89 | -$11 | -$11 |
| VENTAS INC | P | 2016-05-20 | 2016-11-16 | $242 | $261 | -$19 | -$19 |
| VERIZON COMMUNICATIONS | P | 2016-05-20 | 2016-11-16 | $95 | $99 | -$4 | -$4 |
| VODAFONE GROUP PLC | P | 2016-05-20 | 2016-11-16 | $78 | $102 | -$24 | -$24 |
| WEC ENERGY GROUP, INC | P | 2016-05-20 | 2016-11-16 | $165 | $175 | -$10 | -$10 |
| ABBOTT LABORATORIES | P | 2016-07-07 | 2016-12-15 | $39 | $41 | -$2 | -$2 |
| ABBVIE INC | P | 2016-05-20 | 2016-12-15 | $62 | $60 | $2 | $2 |
| ALTRIA GROUP INC | P | 2016-05-20 | 2016-12-15 | $132 | $126 | $6 | $6 |
| AT & T | P | 2016-05-20 | 2016-12-15 | $42 | $39 | $3 | $3 |
| BB & T CORP | P | 2016-05-20 | 2016-12-15 | $94 | $70 | $24 | $24 |
| BCE INC | P | 2016-05-20 | 2016-12-15 | $43 | $46 | -$3 | -$3 |
| COCA COLA CO | P | 2016-05-20 | 2016-12-15 | $83 | $88 | -$5 | -$5 |
| DOMINION RES INC | P | 2016-05-20 | 2016-12-15 | $75 | $71 | $4 | $4 |
| DUKE ENERGY CORP | P | 2016-05-20 | 2016-12-15 | $76 | $77 | -$1 | -$1 |
| EXXON MOBIL CORP | P | 2016-05-20 | 2016-12-15 | $91 | $90 | $1 | $1 |
| GLAXOSMITHKLINE PLC | P | 2016-05-20 | 2016-12-15 | $76 | $84 | -$8 | -$8 |
| KRAFT HEINZ CO | P | 2016-05-20 | 2016-12-15 | $85 | $83 | $2 | $2 |
| LYONDELLBASELL NV | P | 2016-05-20 | 2016-12-15 | $89 | $81 | $8 | $8 |
| MAXIM INTERGRATED PRODUCTS | P | 2016-05-20 | 2016-12-15 | $39 | $37 | $2 | $2 |
| MERCK & CO INC | P | 2016-05-20 | 2016-12-15 | $62 | $55 | $7 | $7 |
| MICROSOFT INC | P | 2016-05-20 | 2016-12-15 | $63 | $51 | $12 | $12 |
| NATL GRID TRANSCO PLC | P | 2016-05-20 | 2016-12-15 | $58 | $73 | -$15 | -$15 |
| PAYCHEX INC | P | 2016-05-20 | 2016-12-15 | $61 | $52 | $9 | $9 |
| PEPSICO INC | P | 2016-05-20 | 2016-12-15 | $105 | $100 | $5 | $5 |
| PNC FINL SVCS | P | 2016-05-20 | 2016-12-15 | $116 | $88 | $28 | $28 |
| QUALCOMM INC | P | 2016-05-20 | 2016-12-15 | $68 | $54 | $14 | $14 |
| SANOFI ADR | P | 2016-05-20 | 2016-12-15 | $79 | $80 | -$1 | -$1 |
| SPECTRA ENERGY CORP | P | 2016-05-20 | 2016-12-15 | $41 | $31 | $10 | $10 |
| TARGET CORPORATION | P | 2016-05-20 | 2016-12-15 | $77 | $68 | $9 | $9 |
| TEXAS INSTRUMENTS | P | 2016-05-20 | 2016-12-15 | $73 | $61 | $12 | $12 |
| WASH SALE ADJUSTMENT | P | $66 | $66 | $66 | |||
| CAPITAL GAINS DIVIDENDS | P | $28 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,111 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $167,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $168,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $164,645 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $156,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,924 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $159,623 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062171 | DistributionYr5Rt |
| Total Distribution | 0.257701 | TotalDistributionRt |
| Average Distribution | 0.051540 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $161,629 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $39 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN R MANN JR | IndividualWithBooksNm |
| Phone | 5618199506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 HOMEWOOD BLVD APT 216 | AddressLine1Txt |
| City | DEL RAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R MANN JR | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELISSA SCHOLZ | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| JESSICA MANN | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $400 | $0 | $0 |
| J CHRISTOPHER MANN | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $200 | $0 | $0 |
| CHRISTINE ULSH | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $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 | $164,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $161,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39 | TotalTaxAmt |
| Distributable Before Adj | $8,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $234 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $442 | 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 | $442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $234 | ExcessFromYear2Amt |
| Excess From Current Year | $208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DEERFIELD ACADEMY | ||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | 501(C)3 | GENERAL OPERATIONS | $500 |
| GULD STREAM SCHOOL | ||||||
| 3600 GULD STREAM ROAD | GULF STREAM | FL | 33483 | 501(C)3 | GENERAL OPERATIONS | $1,000 |
| LIVING MEMORIAL PARK SNOW SPORTS | ||||||
| PO BOX 1945 | BRATTLEBORO | VT | 05302 | 501(C)3 | GENERAL OPERATIONS | $500 |
| THE MOUNTAIN SCHOOL AT WINHALL | ||||||
| 9 SCHOOL ROAD | BONDVILLE | VT | 05340 | 501(C)3 | GENERAL OPERATIONS | $1,000 |
| UCC CENTRE CHURCH | ||||||
| 193 MAIN STREET | BRATTLEBORO | VT | 05301 | 501(C)3 | GENERAL OPERATIONS | $1,500 |
| UCC CHURCH OF THE PLAMS | ||||||
| 1060 N SWINTON AVE | DELRAY BEACH | FL | 33444 | 501(C)3 | GENERAL OPERATIONS | $1,000 |
| VERMONT JAZZ CENTER | ||||||
| 72 COTTON MILL HILL 222 | BRATTLEBORO | VT | 05301 | 501(C)3 | GENERAL OPERATIONS | $2,000 |
| CAMP GOOD GRIEF | ||||||
| 195 MILL ROAD | WESTHAMPTON BEACH | NY | 11978 | 501(C)3 | GENERAL OPERATIONS | $500 |
| NORTHFIELD MOUNT HERMON | ||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | 501(3)C | GENERAL OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,738 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOGANCAMP PC | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES AMERICA BROKERAGE ACCOUNT | $1,825 | $0 |
| MORGAN STANLEY BROKERAGE ACCOUNT | $151,772 | $156,766 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE SERVICES CO | $843 | $0 | $0 |
| DELAWARE DIVISION OF CORPORATIONS | $319 | $0 | $0 |
| MORGAN STANLEY - ADVISORY FEES | $1,628 | $1,628 | $0 |
| INVESTMENT EXPENSES | $5 | $5 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $12 | Amt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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