W PAUL HOENLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- W PAUL HOENLE FOUNDATION INC (EIN 38-3385672)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-05-16
- IRS object ID
- 201621379349103017
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T12:36:49-07:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ChristopherSmithLeonard Etal | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 3rd Ave W Suite 700 | AddressLine1Txt |
| City | Bradenton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383385672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W Paul Hoenle Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WPAU | BusinessNameControlTxt |
| Phone | 9413461280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Road | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W Paul Hoenle | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa K Bristow | PreparerPersonNm |
| PTIN | P00012651 | PTIN |
| Phone | 9417481040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,769,519 | 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 | $112,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $216,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,075 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,504,280 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,500,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,500,853 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,722 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,825 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,069 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $488,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $488,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,048,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,231,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,249,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,195,587 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,248,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,264,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,769,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,248,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,264,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,248,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,264,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,248,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,264,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,248,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,341 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,264,185 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,264,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,869 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,652 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $204,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,807,628 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $191,132 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,646,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,482,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,338 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,368,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04878 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $179,580 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,239,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05544 | DistributionYr5Rt |
| Total Distribution | 0.26018 | TotalDistributionRt |
| Average Distribution | 0.05204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,858,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,791 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,059 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,059 | SubtotalAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $507 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $380 | AppliedToEsTaxAmt |
| Total Payments And Credits | $887 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,175 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Org Report Or Register State | MI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W Paul Hoenle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9417475566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Rd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342422717 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W PAUL HOENLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 MIDNIGHT PASS ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342422717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Chairman | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,697,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,917,459 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,917,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,858,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,059 | TotalTaxAmt |
| Distributable Before Adj | $190,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $190,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $190,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,090 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $199,090 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $199,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,876 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $10,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,090 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,214 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,274 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $44,274 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,755 | ExcessFromYear4Amt |
| Excess From Year3 | $218 | ExcessFromYear3Amt |
| Excess From Year2 | $9,880 | ExcessFromYear2Amt |
| Excess From Year1 | $15,207 | ExcessFromYear1Amt |
| Excess From Current Year | $8,214 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W PAUL HOENLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | W Paul Hoenle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Rd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9417475566 | RecipientPhoneNum |
| Form And Info And Materials | No special form. Written request accompanied by copy of organization's 501(c)(3) IRS determination letter. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MOFFITT CANCER FOUNDATION | |||||||
| 1092 MAGNOLIA DRIVE | TAMPA | FL | 33612 | N/A | 501(c)3 | General Fund | $40,000 |
| SOUTH FLORIDA MUSEUM | |||||||
| 201 10TH STREET WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | General Fund | $10,000 |
| ST STEPHENS ENDOWMENT | |||||||
| 315 41ST STREET WEST | BRADENTON | FL | 34209 | N/A | 501(c)3 | General Fund | $50,000 |
| SARASOTA OPERA ENDOWMENT | |||||||
| 61 NORTH PINEAPPLE AVE | SARASOTA | FL | 34236 | N/A | 501(c)3 | General Fund | $5,000 |
| FAMILY PARTNERSHIP CENTER | |||||||
| 918 TAMIAMI TRL | BRADENTON | FL | 34205 | N/A | 501(c)3 | General Fund | $15,000 |
| Rotary Club Foundation of LWR | |||||||
| PO BOX 1117 | Bradenton | FL | 34206 | N/A | 501(c)3 | General Fund | $3,000 |
| SALVATION ARMY OF SARASOTA | |||||||
| 1400 10TH ST | SARASOTA | FL | 34236 | N/A | 501(c)3 | GENERAL FUND | $15,000 |
| SARASOTA ORCHESTRA | |||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | N/A | 501(c)3 | GENERAL FUND | $5,000 |
| COMMUNITY COALITION FOR THE HOMELES | |||||||
| 701 17TH AVE WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $10,000 |
| Humane Society Manatee County | |||||||
| 2515 Tamiami Trail | Bradenton | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $1,000 |
| University of South Florida Foundat | |||||||
| 4202 East Fowler Avenue | Tampa | FL | 33620 | N/A | 501(c)3 | General Fund | $10,000 |
| Meels on Wheels Plus of Manatee Inc | |||||||
| 811 23rd Ave E | Bradenton | FL | 34208 | N/A | 501(c)3 | General Fund | $10,000 |
| Cardinal Mooney High School Endowme | |||||||
| 4171 Fruitville Rd | Sarasota | FL | 34232 | N/A | 501(c)3 | General Fund | $5,000 |
| Women's Resource Center of Manatee | |||||||
| 1926 Manatee Ave West | Bradenton | FL | 34205 | n/a | 501(c)(3) | General Fund | $5,000 |
| Florida West Coast Public Broadcast | |||||||
| 1300 N Boulevard | Tampa | FL | 33607 | n/a | 501(c)(3) | General Fund | $1,000 |
| USO Wounded Worriors | |||||||
| PO Box 96322 | Washington | DC | 20090 | N/A | 501(c)(3) | General Fund | $1,000 |
| RINGLING MUSEUM OF ART | |||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | N/A | 501(c)3 | GENERAL FUND | $11,000 |
| JUNIOR LEAGUE OF MANATEEE COUNTY IN | |||||||
| PO BOX 14117 | Bradenton | FL | 34280 | N/A | 501(c)3 | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,250 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,075 | 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 |
|---|---|---|---|---|---|---|
| W PAUL HOENLE | ||||||
| 1 | 7887 MIDNIGHT PASS ROAD | SARASOTA | FL | 342422717 | $150,000 | Yes (X) |
| Ursula Heitmann | ||||||
| 2 | 7887 MIDNIGHT PASS ROAD | SARASOTA | FL | 342422717 | $12,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 23 SHS | $1,505 | $774 |
| CHEVRON CORP - 120 SHS | $5,316 | $10,958 |
| COLGATE PALMOLIVE - 500 SHS | $14,750 | $32,840 |
| CONOCOPHILLIPS - 280 SHS | $7,373 | $15,134 |
| COSTCO WHOLESALE - 1,340 SHS | $60,468 | $216,303 |
| EXXON MOBIL - 1,452 SHS | $65,068 | $118,570 |
| FORD MOTOR CO - 174 SHS | $2,700 | $2,493 |
| GENERALELECTRIC - 195 SHS | $5,548 | $5,838 |
| HEWLETT PACKARD - 379 SHS | $10,274 | $5,632 |
| INTEL CORP - 800 SHS | $23,925 | $27,816 |
| INTL BUSINESS MACH - 210 SHS | $25,883 | $29,278 |
| INTUIT INC - 100 SHS | $4,615 | $20,040 |
| LOWES COMPANIES - 300 SHS | $27,725 | $109,078 |
| MC GRAW HILL - 600 SHS | $18,730 | $57,882 |
| PEPSICO INC - 300 SHS | $15,154 | $30,048 |
| PFIZER INC - 2,062 SHS | $52,875 | $67,572 |
| PROCTER & GAMBLE - 117 SHS | $7,688 | $8,756 |
| SCHLUMBERGER - 1,000 SHS | $34,370 | $77,150 |
| STRYKER CORP - 200 SHS | $4,519 | $38,584 |
| TRANSOCEAN INC - 70 SHS | $6,161 | $1,005 |
| VERIZON COMMUNICATIONS - 799 SHS | $32,161 | $36,315 |
| CVS CAREMARK CORP - 1248 SHS | $49,556 | $117,424 |
| FAIRPOINT COMMUNICATIONS, INC - 15SHS | $136 | |
| FRONTIER COMM CORP- 191 SHS | $1,584 | $953 |
| PHILLIPS 66 COM - 140 SHS | $845 | $12,814 |
| HP INC COM | $9,806 | $4,753 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $24,825 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $25,069 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO GLOBAL CORE - 8,240.056 SHS | AT COST | $197,026 | $132,632 |
| FIDELITY GNMA FUND | AT COST | $107,926 | $108,386 |
| FIDELITY TOTAL BOND | AT COST | $109,716 | $108,962 |
| FIDELITY STRATEGIC INCOME | AT COST | $109,924 | $105,379 |
| PIMCO TOTAL RETURN CLASS D | AT COST | $110,165 | $105,698 |
| SPARTAN 500 INDEX FD | AT COST | $200,000 | $210,709 |
| FIDELITY CONTRAFUND | AT COST | $200,000 | $210,895 |
| FIDELITY NEW MILLENNIUM | AT COST | $200,000 | $186,021 |
| MS MID CAP GROWTH H (MSKHX) | AT COST | $15,015 | $26,905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank charges | $95 | $95 | |
| Miscellaneous | $599 | ||
| State filing fees | $40 | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $400 | Amt |
Comments