MANTZ FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MANTZ FOUNDATION INC (EIN 20-1593416)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349101986
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:09:59-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591841202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAWN MARSHALL CUNNINGHAM CONDON SWEAT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SECOND AVE NE SUITE 1600 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201593416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANTZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANT | BusinessNameControlTxt |
| Phone | 3526228573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344804474 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY R MANTZ | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Phone | 3526228573 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M CONDON CPA | PreparerPersonNm |
| PTIN | P00019489 | PTIN |
| Phone | 7278236500 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,769,488 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,462 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $793,703 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,688 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,655 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $904 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $671,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,177 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,779,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,423,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,636,783 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $528 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $528 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,876,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,555,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,769,488 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $359 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,876,294 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,555,820 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,876,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,555,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,876,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,555,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,876,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $671,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,405 | OtherIncreasesAmt |
| Subtotal | $2,555,820 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,555,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,462 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,941,264 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047145 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,663,054 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050549 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,972 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $395,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.126463 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,004 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $342,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122519 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,291 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $338,342 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.130906 | DistributionYr5Rt |
| Total Distribution | 0.477582 | TotalDistributionRt |
| Average Distribution | 0.095516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,242,025 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $214,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $861 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,723 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,723 | SubtotalAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,250 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,250 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $526 | OverpaymentAmt |
| Applied To ES Tax | $526 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | JEFFREY MANTZ | IndividualWithBooksNm |
| Phone | 3526228573 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| Address Line2 | 662 SE 47TH LOOP | AddressLine2Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 344804474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SCOTT T RYAN | ||||||||
| 2398 SW 76TH LANE | OCALA | FL | 34476 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| JEFFREY R MANTZ | ||||||||
| 662 SE 47TH LOOP | OCALA | FL | 34480 | TREASURER/DI | 1.00 | $0 | $0 | $0 |
| MARK H MANTZ | ||||||||
| 113 WILLIAMS PRIDE WAY | NEWNAN | GA | 30265 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO QUALIFYING ORGANIZATION. SEE ATTACHED LIST. | Description1Txt |
| Expenses1 | $111,800 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,191,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,276,168 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,276,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,242,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,723 | TotalTaxAmt |
| Distributable Before Adj | $110,378 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,378 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,378 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,378 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,468 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,144 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $84,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $110,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,422 | RemainingDistriFromCorpusAmt |
| Total Corpus | $86,366 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,468 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,958 | ExcessFromYear4Amt |
| Excess From Year3 | $30,374 | ExcessFromYear3Amt |
| Excess From Year2 | $2,144 | ExcessFromYear2Amt |
| Excess From Current Year | $1,422 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY MANTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 662 SE 47TH LOOP | AddressLine1Txt |
| City | OCALA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8002820073 | RecipientPhoneNum |
| Form And Info And Materials | ALL INFORMATION CONCERNING PAST PERFORMANCE AND PROPOSED USE OF REQUESTED CONTRIBUTION, GRANT, GIFT ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO SUCH RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| FISHER HOUSE FOUNDATION | |||||||||
| FISHER HOUSE FOUNDATION INC | 111 ROCKVILLE PIKE 420 | 111 ROCKSVILLE PIKE 420 | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) | AID TO FAMILIES OF HOSPITALIZED MILI | $5,000 |
| CHILDREN'S HOSPITAL BOSTO | |||||||||
| CHILDREN'S HOSPITAL BOSTON | 300 LONGWOOD AVE | 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | 501(C)(3) | OMS RESEARCH | $5,400 |
| BLESSED TRINITY CHURCH | |||||||||
| BLESSED TRINITY CHURCH | 1600 54TH AVE S | 1600 54TH AVE S | ST PETERSBURG | FL | 33712 | NONE | CHURCH | CHURCH | $25,000 |
| CROSS CATHOLIC OUTREACH | |||||||||
| CROSS CATHOLIC OUTREACH | 2700 N MILITARY TRAIL | 2700 N MILITARY TRAIL | BOCA RATON | FL | 33427 | NONE | 501(C)(3) | HELPING POOR INDIVIDUALS | $6,500 |
| CHRIST OUR SHEPHERD CHURCH | |||||||||
| CHRIST OUR SHEPHERD CHURCH | 101 N PEACHTREE PKWY | 101 N PEACHTREE PKWY | PEACHTREE CITY | GA | 30269 | NONE | CHURCH | CHURCH GENERAL FUND | $5,000 |
| CHRIST OUR SHEPHERD CHURCH | |||||||||
| CHRIST OUR SHEPHERD CHURCH | 101 N PEACHTREE PKWY | 101 N PEACHTREE PKWY | PEACHTREE CITY | GA | 30269 | NONE | CHURCH | MISSIONARY SUPPORT | $2,500 |
| USOC PARALYMPICS | |||||||||
| USOC PARALYMPICS | S TEJON ST | S TEJON ST | COLORADO SPRINGS | CO | 80909 | NONE | 501(C)(3) | SUPPORT PARALYMPIC ATHLETES | $10,000 |
| MERCY MEDICAL ANGELS | |||||||||
| MERCY MEDICAL ANGELS | 4620 HAYGOOD RD | 4620 HAYGOOD RD | VIRGINIA BEACH | VA | 23455 | NONE | 501(C)(3) | MEDICALLY RELATED TRANSPORTATION | $3,000 |
| GRACE LUTHERAN SCHOOL | |||||||||
| GRACE LUTHERAN SCHOOL | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | YOUTH EDUCATION | $3,000 |
| ST PATRICK CHURCH OF MINTURN | |||||||||
| ST PATRICK CHURCH OF MINTURN | 475 PINE STREET | 475 PINE STREET | MINTURN | CO | 81645 | NONE | CHURCH | CHURCH | $5,900 |
| GRACE CHRISTIAN SCHOOL OCALA | |||||||||
| GRACE CHRISTIAN SCHOOL OCALA | 4410 SW 3RD AVE | 4410 SW 3RD AVE | OCALA | FL | 34480 | NONE | 501(C)(3) | YOUTH EDUCATION | $32,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||||
| DOCTORS WITHOUT BORDERS USA | 333 7TH AVE 2ND FLOOR | 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | MEDICAL CARE FOR NEEDY | $4,000 |
| UNITED CEREBRAL PALSY INC | |||||||||
| UNITED CEREBRAL PALSY INC | 2215 E HENRY AVE | 2215 E HENRY AVE | TAMPA | FL | 33610 | NONE | 501(C)(3) | HELP DISABLED PEOPLE | $1,000 |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||||
| SHRINER'S HOSPITAL FOR CHILDREN | 12502 USF PINE DRIVE | 12502 USF PINE DRIVE | TAMPA | FL | 33612 | NONE | 501(C)(3) | CHILDREN'S HEALTHCARE | $1,500 |
| COMMUNITY CHURCH OF MONTREAT | |||||||||
| COMMUNITY CHURCH OF MONTREAT | 396 GENEVA PLACE | 396 GENEVA PLACE | MONTREAT | NC | 28757 | NONE | CHURCH | CHURCH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,462 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,703 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JEANNE M MANTZ FAMILY TRUST B-2 | ||||||
| 1 | 2398 SW 76TH LANE | OCALA | FL | 34476 | $100,000 | Yes (X) |
| RUSSELL MANTZ FAMILY TRUST B-2 | ||||||
| 2 | 662 SE 47TH LOOP | OCALA | FL | 34480 | $600,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INTL SMALL COMPANY | $125,316 | $131,941 |
| DFA INTL VALUE III | $288,676 | $264,463 |
| DFA LARGE CAP VALUE III | $465,877 | $528,004 |
| VANGUARD REIT INDEX ADM | $111,723 | $131,713 |
| DFA US SMALL CAP FUND | $230,762 | $262,794 |
| VANGUARD TOTAL STOCK MKT ADM | $407,239 | $526,509 |
| DFA EMERGING MKTS CORE FUND | $244,497 | $212,330 |
| DFA INTL SMALL CAP VALUE FUND | $123,899 | $131,970 |
| DFA US TARGETED VALUE | $245,254 | $263,474 |
| VANGUARD DEVEL MKTS ADM | $179,872 | $183,585 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| EOY Book Value | $528 | EOYBookValueAmt |
| EOYFMV | $528 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT PER BROKER | Desc |
| Amt | $8,405 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $359 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,655 | Amt |
| Net Investment Income | $6,655 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| JEANNE M MANTZ FAMILY TR B-2 | ||||
| 2398 SW 76TH LANE | 2398 SW 76TH LANE | OCALA | FL | 34476 |
| RUSSELL MANTZ FAMILY TRUST B-2 | ||||
| 662 SE 47TH LOOP | 662 SE 47TH LOOP | OCALA | FL | 34480 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX BASED ON INVESTMENT I | $1,723 | |
| FOREIGN TAXES WITHHELD FROM DIVI | $904 | $904 |
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