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BROOKSVILLE FUND INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BROOKSVILLE FUND INC (EIN 31-1764192)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-23
IRS object ID
201612679349100401
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-23T11:17:26-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311764192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BROOKSVILLE FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROOBusinessNameControlTxt
Phone4073511717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 WEST LUCERNE CIRCLEAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H MACARTHURPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-09-23SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,973FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$307DividendsRevAndExpnssAmt
Dividends Net Invst Incm$307DividendsNetInvstIncmAmt
Dividends Adj Net Incm$307DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,166NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,266CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,473TotalRevAndExpnssAmt
Total Net Invst Incm$2,573TotalNetInvstIncmAmt
Total Adj Net Incm$307TotalAdjNetIncmAmt
Taxes Rev And Expnss$135TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$135TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$515OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$515OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$177ExcessRevenueOverExpensesAmt
Net Investment Income$2,573NetInvestmentIncomeAmt
Adjusted Net Income$307AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,717SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,836SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,836SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,482CorporateStockBOYAmt
Corporate Stock EOY$6,257CorporateStockEOYAmt
Corporate Stock EOYFMV$8,137CorporateStockEOYFMVAmt
Total Assets BOY$14,199TotalAssetsBOYAmt
Total Assets EOY$14,093TotalAssetsEOYAmt
Total Assets EOYFMV$15,973TotalAssetsEOYFMVAmt
Accounts Payable BOY$61AccountsPayableBOYAmt
Accounts Payable EOY$132AccountsPayableEOYAmt
Total Liabilities BOY$61TotalLiabilitiesBOYAmt
Total Liabilities EOY$132TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$14,138RetainedEarningBOYAmt
Retained Earning EOY$13,961RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,138TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,961TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,138TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$177ExcessRevenueOverExpensesAmt
Subtotal$13,961SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,961TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
21 SHS CDK GLOBAL INCD2010-12-312015-03-26$969$969$969
40 SHS EMERSON ELECTRICD2010-12-312015-07-07$2,178$870$870$1,308
25 SHS EMERSON ELECTRICD2010-12-312015-11-03$1,244$427$427$817
FieldValueIRS element (for citing)
Capital Gain Net Income$2,266CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51InvestmentIncomeExciseTaxAmt
Subtotal$51SubtotalAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Tax Due$51TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM H MACARTHURBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4074952721PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 WEST LUCERNE CIR STE 100-DAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP328013763ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM H MACARTHUR
1014 HARBOUR ISLAND ROADORLANDOFL328093040President1.00$0
LUZ THORON-MACARTHUR
1014 HARBOUR ISLAND ROADORLANDOFL328093040Director0.00$0
MARK EWALD
P O BOX 942VICTORID83455Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDE RELIEF TO ORPHANS AND VULNERABLE CHILDREN IN CENTRAL MADAGASCAR VIA DONATIONS TO MADAGASCAR LES PROJET DES SRFB, A CATHOLIC CHURCH ORGANIZATION.Description1Txt
Expenses1$5,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,005AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,765AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$13,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,563NetVlNoncharitableAssetsAmt
Minimum Investment Return$678MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,650ExpensesAndContributionsAmt
Qualifying Distributions$7,650QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,650AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2001-08-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$307CurrentYearAmt
Year1$403Year1Amt
Year2$655Year2Amt
Year3$644Year3Amt
Total$2,009TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$261CurrentYearAmt
Year1$343Year1Amt
Year2$557Year2Amt
Year3$547Year3Amt
Total$1,708TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$7,650CurrentYearAmt
Year1$17,504Year1Amt
Year2$22,705Year2Amt
Year3$25,368Year3Amt
Total$73,227TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$7,064CurrentYearAmt
Year1$14,371Year1Amt
Year2$19,410Year2Amt
Year3$18,376Year3Amt
Total$59,221TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$586CurrentYearAmt
Year1$3,133Year1Amt
Year2$3,295Year2Amt
Year3$6,992Year3Amt
Total$14,006TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$452CurrentYearAmt
Year1$623Year1Amt
Year2$886Year2Amt
Year3$900Year3Amt
Total$2,861TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM H MACARTHURContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM H MACARTHURRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 W LUCERNE CIR STE 100-DAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4074952721RecipientPhoneNum
Form And Info And MaterialsINDIVIDUAL APPLICANTS SUBMIT A LETTER DETAILING ECONOMIC HARDSHIP, HIGHER EDUCATION ACADEMIC GOALS AND SPECIFIC EDUCATIONAL INSTITUTION ENROLLMENT PLANS. APPLICANT AGREES TO SUBMIT PROGRESS REPORTS FOR MONITORING PURPOSES.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO REASONABLE TUITION AND RELATED EXPENSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
MADAGASCAR LES PROJET DES SRFB
58 LALANA S STEHANIANTANANARIVOCENTRAL MADAGASCAMA101N/A509(a)CONTRIBUTION TO CATHOLIC CHURCH ORGANIZATION RELIEVING POVERTY IN MADAGASCAR$5,500
GLOBAL CONNECTIONS FOUNDATION
NONE509(a)CONNECTING EDUCATIONAL COMMUNITIES AROUND THE WORLD$1,500P O BOX 361ORLANDOFL32802
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$307ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$1,166ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,473ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,473TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN DONNA KINDLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17233 ORCHID ISLAND PLACEAddressLine1Txt
CityLAKEWOOD RANCHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$420$420
DUES AND SUBSCRIPTIONS$95$95

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT FEE$61$61
FL DCAS REGISTRATION FEE$10$10
TAX ON INVESTMENT INCOME$64$64

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