BETA

MARSHALL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MARSHALL FOUNDATION (EIN 76-0537578)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201533179349101878
Schema version
2014v5.0
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)
Return2015-11-13T15:23:40-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741769118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGGS & VESELKA COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1NINE GREENWAY PLAZA SUITE 1700AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760537578EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARSBusinessNameControlTxt
Phone7132535473PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON A MARSHALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7132535473PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ STEVEN AWALTPreparerPersonNm
PTINP00087678PTIN
Phone7136679147PhoneNum
Preparation2015-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,135,897FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$94,031DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$89,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$123,079GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89,894CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$183,925TotalRevAndExpnssAmt
Total Net Invst Incm$183,925TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,028OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,028OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$510TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,237OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,237OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,535ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,535ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$199,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,385ExcessRevenueOverExpensesAmt
Net Investment Income$165,660NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$252,906CashBOYAmt
Cash EOY$72,947CashEOYAmt
Cash EOYFMV$72,947CashEOYFMVAmt
Sav And Temp Cash Invst BOY$130,185SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$169,496SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$169,496SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,173,401CorporateStockBOYAmt
Corporate Stock EOY$1,243,268CorporateStockEOYAmt
Corporate Stock EOYFMV$1,507,661CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$235,275InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$290,789LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$235,275LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$235,275LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$65,261MortgageLoansBOYAmt
Mortgage Loans EOY$51,284MortgageLoansEOYAmt
Mortgage Loans EOYFMV$51,284MortgageLoansEOYFMVAmt
Other Assets BOY$889OtherAssetsBOYAmt
Other Assets EOY$99,234OtherAssetsEOYAmt
Other Assets EOYFMV$99,234OtherAssetsEOYFMVAmt
Total Assets BOY$1,913,431TotalAssetsBOYAmt
Total Assets EOY$1,871,504TotalAssetsEOYAmt
Total Assets EOYFMV$2,135,897TotalAssetsEOYFMVAmt
Deferred Revenue BOY$35,245DeferredRevenueBOYAmt
Deferred Revenue EOY$27,703DeferredRevenueEOYAmt
Total Liabilities BOY$35,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,703TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$276,871CapitalStockBOYAmt
Capital Stock EOY$276,871CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,601,315RetainedEarningBOYAmt
Retained Earning EOY$1,566,930RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,878,186TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,843,801TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,913,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,871,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,878,186TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,385ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,843,801SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,843,801TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONSP2012-01-012014-12-31$7,178$7,178$7,178
5,000 SHS NEXPOINT CR STRATEGIES FD2010-01-292014-04-17$55,636$22,451$22,451$33,185
LAGUNA SECA - INSTALLMENT GAINP2003-04-302014-12-31$3,501$3,501$3,501
RODRIGUEZ - INSTALLMENT GAINP2003-09-302014-12-31$4,041$4,041$4,041
GINDORFF, LLC K-1P2012-01-012014-12-31$52,723$52,723$52,723
FieldValueIRS element (for citing)
Capital Gain Net Income$89,894CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$149,648AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,803,252NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082988DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,096AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,020,443NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028259DistributionYr2Rt
Adjusted Qlfy Distri Yr3$136,541AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,633,725NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.083576DistributionYr3Rt
Adjusted Qlfy Distri Yr4$292,207AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,911,810NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.152843DistributionYr4Rt
Adjusted Qlfy Distri Yr5$72,195AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,684,682NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042854DistributionYr5Rt
Total Distribution0.390520TotalDistributionRt
Average Distribution0.078104AverageDistributionRt
Net Vl Noncharitable Assets$1,875,060NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$146,450AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,657NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$148,107AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$199,535QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,657InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,657SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,657TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,560EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$600AppliedToEsTaxAmt
Total Payments And Credits$2,160TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$502OverpaymentAmt
Applied To ES Tax$502AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJON A MARSHALLIndividualWithBooksNm
Phone7132535473PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityKATYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77492ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JON A MARSHALL
PO BOX 187KATYTX77492PRESIDENT/DIRECTOR1.00$0$0$0
ROXANN L MARSHALL
PO BOX 187KATYTX77492SECRETARY/DIRECTOR1.00$0$0$0
JIMMIE G MARSHALL
PO BOX 187KATYTX77492VICE PRESIDENT/DIRECTOR1.00$0$0$0
WILENE MARSHALL
PO BOX 187KATYTX77492DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,523,626AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$322,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$57,017FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,903,614TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,903,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,554CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,875,060NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,657TaxBasedOnInvestmentIncomeAmt
Total Tax$1,657TotalTaxAmt
Distributable Before Adj$92,096DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$92,096DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$92,096DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$199,535ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$199,535QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,657PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$197,878AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,096DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$189,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,763ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$62,555ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$308,854TotalExcessDistributionCyovAmt
Qualifying Distributions$199,535QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,096AppliedToCurrentYearAmt
Remaining Distri From Corpus$107,439RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$416,293TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$416,293ExcessDistriCyovToNextYrAmt
Excess From Year4$189,536ExcessFromYear4Amt
Excess From Year3$56,763ExcessFromYear3Amt
Excess From Year1$62,555ExcessFromYear1Amt
Excess From Current Year$107,439ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJON A MARSHALLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION OF AMERICAN INDIAN PHYSICIANS
1225 SOVEREIGN ROW SUITE 103OKLAHOMA CITYOK73108UNRELATEDPUBLIC CHARITYSCHOLARSHIPS$25,000
JONES ACADEMY
HCR 74-BOX 102-5HARTSHORNEOK74547UNRELATEDPUBLIC CHARITYSCHOLARSHIPS$10,000
THE BROOKWOOD COMMUNITY
1752 FM 1489BROOKSHIRETX77423UNRELATEDPUBLIC CHARITYAGRICULTURE AND GENERAL$535
WEST POINT US MILITARY ACADEMY
698 MILLS ROADWEST POINTNY10996UNRELATEDPUBLIC CHARITYSCHOLARSHIPS$12,000
YMCA
1234 W 34TH STHOUSTONTX77018UNRELATEDPUBLIC CHARITYGENERAL$1,000
OPERATION GAME THIEF
4200 SMITH SCHOOL ROADAUSTINTX78744UNRELATEDPUBLIC CHARITYGENERAL$1,000
BOYS & GIRLS CLUBS OF CENTRAL FLORIDA
101 E COLONIAL DRIVEORLANDOFL32801UNRELATEDPUBLIC CHARITYGENERAL$50,000
THE FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS
445 W AMELIA STREET STE 901ORLANDOFL32801UNRELATEDPUBLIC CHARITYGENERAL$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,535TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,031ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$89,894ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$183,925ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$183,925TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCHStockNm
EOY Book Value$1,243,268EOYBookValueAmt
EOYFMV$1,507,661EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$889-$766-$766
GINDORFF DISTRIBUTION RECEIVABLE$0$100,000$100,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$8,237RevenueAndExpensesPerBooksAmt
Net Investment Income$8,237NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$10,028Amt
Net Investment Income$10,028NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$510Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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