CERES FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CERES FOUNDATION INC (EIN 58-2479387)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349100205
- Schema version
- 2013v3.0
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T07:04:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 973 | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582479387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CERES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
| Phone | 8433770782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 EAST BAY STREET | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN GAVEL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8433770782 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY THOMAS | PreparerPersonNm |
| PTIN | P00535354 | PTIN |
| Phone | 8437226443 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,797,126 | 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 |
| Interest On Sav Rev And Expnss | $258,664 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $258,664 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,770,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,354,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,770,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,026 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,358,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,346,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,895 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,895 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,912 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,712 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $305,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $305,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,747 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,590 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,385 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $90,212 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,706 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,461 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,461 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,976 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,643 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $588,775 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $349,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,061,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,061,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,650,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $349,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,242,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $707,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,996,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,570,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,500,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,500,587 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $251,242 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $14,480 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,920 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,920 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $318,753 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $544,076 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $516,142 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,811,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,110,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,257,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,746,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,716,767 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,677,565 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,248,271 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,070,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,454,601 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,310,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $564,644 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,798,559 | LandBOYAmt |
| Land EOY | $1,746,174 | LandEOYAmt |
| Land EOYFMV | $1,746,174 | LandEOYFMVAmt |
| Other Assets BOY | $612,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $612,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $612,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,372,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,333,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,797,126 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $253,464 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,316 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,416 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $254,880 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,371,140 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,078,905 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,371,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,078,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,372,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,333,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,371,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $707,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,078,911 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,078,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM - SEE DETAIL | P | $501,772 | $486,920 | $14,852 | $14,852 |
| LONG TERM - SEE DETAIL | P | $1,296,616 | $1,147,504 | $149,112 | $149,112 |
| SHORT TERM - SEE DETAIL | P | $102,456 | $100,958 | $1,498 | $1,498 |
| LONG TERM - SEE DETAIL | P | $658,341 | $608,667 | $49,674 | $49,674 |
| SHORT TERM - SEE DETAIL | P | $2,597,908 | $2,452,034 | $145,874 | $145,874 |
| LONG TERM - SEE DETAIL | P | $6,148,432 | $4,805,858 | $1,342,574 | $1,342,574 |
| SHORT TERM - SEE DETAIL | P | $2,141,938 | $2,206,043 | -$64,105 | -$64,105 |
| LONG TERM - SEE DETAIL | P | $2,151,779 | $2,033,475 | $118,304 | $118,304 |
| LONG TERM - SEE DETAIL | P | $642,144 | $642,144 | $0 | $0 |
| SHORT TERM - SEE DETAIL | P | $200,000 | $200,000 | $0 | $0 |
| LONG TERM - SEE DETAIL | P | $900,000 | $900,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $13,172 | $13,172 | $13,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,770,955 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,245,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,661,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | .048542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,268,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,789,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | .047353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,389,633 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,271,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | .052895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,432,027 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,293,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | .058948 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $973,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,931,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | .031465 | DistributionYr5Rt |
| Total Distribution | .239203 | TotalDistributionRt |
| Average Distribution | .047841 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,919,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,335,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,970 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,355,677 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,242,697 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,939 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,939 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,939 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,440 | TotalPaymentsAndCreditsAmt |
| Tax Due | $21,499 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | 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 | STEPHEN GAVEL | IndividualWithBooksNm |
| Phone | 8433770782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 328 EAST BAY STREET | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DIANE D TERNI | ||||||||
| BREWTON PLANTATION | YEMASSEE | SC | 29945 | PRESIDENT/DIRECTOR (THRU AUGUST) | 4.00 | $0 | $0 | $0 |
| STEPHEN L GAVEL | ||||||||
| BREWTON PLANTATION | YEMASSEE | SC | 29945 | PRESIDENT (FROM SEPT.) /EXEC. DIRECTOR | 30.00 | $60,000 | $0 | $0 |
| FRANK GAVEL JR | ||||||||
| 14 WILLOW BROOK LANE | NEWTOWN | CT | 06470 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA GAVEL WEBB | ||||||||
| 3861 COUNTRY CLUB ROAD | TROUTVILLE | VA | 24175 | VICE PRESIDENT/DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAGLE ASSET MANAGEMENT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 CARILLON PARKWAY | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33733 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $305,668 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,069,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,274,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,344,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,344,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,919,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,395,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,395,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,939 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,939 | TotalTaxAmt |
| Distributable Before Adj | $1,356,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,356,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,356,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,242,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,242,697 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,242,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,356,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $186,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $97,395 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $284,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,242,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,242,697 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $113,350 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $113,350 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $170,849 | 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 | $170,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,454 | ExcessFromYear4Amt |
| Excess From Year3 | $97,395 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABBEY OF REGINA LAUDIS | ||||||||
| 273 FLANDERS ROAD | BETHLEHEM | CT | 06751 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ABILITY BEYOND DISABILITY | ||||||||
| 4 BERKSHIRE BOULEVARD | BETHEL | CT | 06801 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 400 PERCIVAL RD | COLUMBIA | SC | 29206 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| AMI KIDS BEAUFORT | ||||||||
| 60 HONEYBEE ISLAND RD | SEABROOK | SC | 29940 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| AMOS HOUSE | ||||||||
| 34 ROCKY GLEN RD | DANBURY | CT | 06810 | NONE | PUBLIC CHARITY | FUNDRAISING BREAKFAST | $5,000 | |
| AMVETS | ||||||||
| 4647 FORBES BLVD | LANHAM | MD | 20706 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ANN'S PLACE | ||||||||
| 39 OLD RIDGEBURY RD P-4 SUITE 17 | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| AUDUBON SC | ||||||||
| 336 SANCTUARY RD | HARLEYVILLE | SC | 29448 | NONE | OTHER PUBLIC CHARITY | EDUCATION & CONSERVATION | $25,000 | |
| BARRIER ISLANDS FREE MEDICAL CLINIC | ||||||||
| 220 RHETTS BLUFF | KIAWAH ISLAND | SC | 29455 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND/ HONOR B. KUNES | $5,000 | |
| BEAUFORT COUNTY ANIMAL SHELTER | ||||||||
| PO DRAWER 1228 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| BEAUFORT MEMORIAL HOSPITAL FOUNDATION | ||||||||
| PO BOX 2233 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BEST PETS INC | ||||||||
| 4567 W MONCRIEFF PLACE | DENVER | CO | 80212 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BOCA GRANDE FIRE DEPARTMENT | ||||||||
| PO BOX 532 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BOYS AND GIRLS CLUB OF THE LOWCOUNTRY | ||||||||
| 17B MARSHELLEN DRIVE | BEAUFORT | SC | 29902 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| BOYS FARM INC | ||||||||
| PO BOX 713 | NEWBERRY | SC | 29108 | NONE | OTHER PUBLIC CHARITY | AGRICULTURE PROGRAMS | $15,000 | |
| BUSINESS & INDUSTRY FOUNDATION OF WEST CONNECTICUT | ||||||||
| 39 WEST STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GOLF TOUNAMENT | $5,000 | |
| CAMP WILDWOOD | ||||||||
| PO BOX 123 | HAMPTON | SC | 29924 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CANINE ADVOCATES OF NEWTOWN | ||||||||
| PO BOX 236 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| CAPE CARES | ||||||||
| PO BOX 1049 | EAST ORLEANS | MA | 02643 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| CARILION CLINIC CHILDREN'S HOSPITAL | ||||||||
| 1906 BELLEVIEW AVENUE | ROANOKE | VA | 24014 | NONE | PUBLIC CHARITY | NEONATAL ICU | $8,500 | |
| CAROLINA YOUTH DEVELOPMENT CENTER | ||||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29405 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CENTER FOR HUMANS AND NATURE | ||||||||
| 20 NORTH WACKER DRIVE SUITE 1422 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | CHARLESTON EVENT 2014 | $20,000 | |
| CHANNEL 3 KIDS CAMP | ||||||||
| 73 TIMES FARM RD | ANDOVER | CT | 06232 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| THE CHAPIN SCHOOL | ||||||||
| 100 EAST END AVE | NEW YORK | NY | 10028 | NONE | OTHER PUBLIC CHARITY | CHALLENGE GRANT | $15,000 | |
| CHARLESTON ANIMAL SOCIETY | ||||||||
| 2455 REMOUNT ROAD | NORTH CHARLESTON | SC | 29406 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CHARLESTON AREA THERAPEUTIC RIDING INC | ||||||||
| PO BOX 146 | JOHNS ISLAND | SC | 29457 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CHARLESTON HORTICULTURAL SOCIETY | ||||||||
| 46 WINDERMERE BOULEVARD | CHARLESTON | SC | 29407 | NONE | OTHER PUBLIC CHARITY | PLANTASIA CHALLENGE | $5,000 | |
| CHARLESTON LIBRARY SOCIETY | ||||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| CHILDREN'S ADVENTURE CENTER | ||||||||
| 14 RIVERSIDE RD | SANDY HOOK | CT | 06482 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| CHILDREN'S MUSEUM OF THE LOWCOUNTRY | ||||||||
| 25 ANN STREET | CHARLESTON | SC | 29403 | NONE | PUBLIC CHARITY | PARTIAL FUNDING OF PLAN | $5,000 | |
| COASTAL CONSERVATION LEAGUE | ||||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | NONE | OTHER PUBLIC CHARITY | CRUISE SHIP FUND | $10,000 | |
| COMMUNITY HIGH SCHOOL | ||||||||
| 302 CAMPBELL AVENUE SE | ROANOKE | VA | 24013 | NONE | PUBLIC CHARITY | ARTS FESTIVAL | $2,500 | |
| CONNECTICUT BURNS CARE FOUNDATION INC | ||||||||
| 601 BOSTON POST ROAD | MILFORD | CT | 06460 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION INC | ||||||||
| 282 WASHINGTON STREET | HARTOFRD | CT | 06106 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CONNIE MAXWELL CHILDREN'S HOME | ||||||||
| PO BOX 1178 | GREENWOOD | SC | 29648 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION - IOWA CHAPTER | ||||||||
| 1025 ASHWORTH RD SUITE 512 | WEST DES MOINES | IA | 50312 | NONE | OTHER PUBLIC CHARITY | SHOOT FOR THE CURE | $5,000 | |
| DANBURY HOSPITAL DEVELOPMENT FUND | ||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| DISABLED AMERICAN VETERANS | ||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| DOROTHY DAY HOSPITALITY HOUSE | ||||||||
| PO BOX 922 | DANBURY | CT | 06813 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| DRAYTON HALL | ||||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | RESTORATION OF IMAGES | $5,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WARTERFOWL WAY | MEMPHIS | TN | 38120 | NONE | OTHER PUBLIC CHARITY | RICE AND DUCKS BOOK | $10,000 | |
| EAST COOPER HABITAT FOR HUMANITY | ||||||||
| PO BOX 1990 | MT PLEASANT | SC | 29465 | NONE | PUBLIC CHARITY | IN MEMORY OF MIKE JACKSON | $5,000 | |
| EAST COOPER MEALS ON WHEELS | ||||||||
| PO BOX 583 | MT PLEASANT | SC | 29465 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| ETV ENDOWMENT OF SC | ||||||||
| 401 EAST KENNEDY ST SUITE B-1 | SPARTANBURG | SC | 29302 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| FAITH FOOD PANTRY | ||||||||
| 119 BOGGS HILLS ROAD | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| FAMILIES HELPING FAMILIES (PALMETTO PROJECT) | ||||||||
| 1031 CHUCK DAWLEY BLVD SUITE 5 | CHARLESTON | SC | 29464 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| FENNELL ELEMENTARY SCHOOL | ||||||||
| PO BOX 427 | YEMASSEE | SC | 29945 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $55,000 | |
| FINCASTLE RESCUE SQUAD | ||||||||
| PO BOX 605 | FINCASTLE | VA | 24090 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| FOOD AND ALLERGY RESEARCH AND EDUCATION | ||||||||
| 7925 JONES BRANCH DRIVE SUITE 1100 | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | GENERAL FUND AND NYC FUNDRAISER LUNCH | $57,500 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| FRIENDS OF CAROLINE HOSPICE | ||||||||
| 1110 13TH STREET | PORT ROYAL | SC | 29935 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| FRIENDS OF THE BEAUFORT COUNTY LIBRARY | ||||||||
| 311 SCOTT ST | BEAUFORT | SC | 29902 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 3300 WHITEHAVEN STREET NW STE 4000 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | ACCESSIBILITY SERVICES | $25,000 | |
| GEORGIA PUBLIC BROADCASTING | ||||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| GOLDEN OPPORTUNITIES NETWORK | ||||||||
| 1 RIVERSIDE ROAD | SANDY HOOK | CT | 06482 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| GOOD NEIGHBOR MEDICAL CLINIC | ||||||||
| PO BOX 583 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| GOODWILL INDUSTRIES OF LOWER SC | ||||||||
| 2150 EAGLE DRIVE BUILDING 100 | NORTH CHARLESTON | SC | 29406 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| GRANDIN THEATER FOUNDATION | ||||||||
| 1300 GRANDIN ROAD | ROANOKE | VA | 24015 | NONE | PUBLIC CHARITY | DIGITAL CAMPAIGN | $5,000 | |
| GREATER NEW HAVEN COMMUNITY | ||||||||
| 171 ORANGE ST 3RD FLOOR | NEW HAVEN | CT | 06510 | NONE | OTHER PUBLIC CHARITY | HOUSING FOR HEROES GT | $5,000 | |
| GROWFOOD CAROLINA | ||||||||
| 900 MORRISON DRIVE | CHARLESTON | SC | 29403 | NONE | PUBLIC CHARITY | CHALLENGE GRANT | $100,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| HELP THE HOO-HAHS | ||||||||
| 1696 BEES CREEK ROAD | RIDGELAND | SC | 29936 | NONE | PUBLIC CHARITY | IN MEMORY OF SANDY HULL | $5,000 | |
| HISTORIC BEAUFORT FOUNDATION | ||||||||
| PO BOX 11 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| HOOPS FOR HEROES | ||||||||
| PO BOX 72 | EPSOM | NH | 03234 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| HOUSATONIC HABITAT FOR HUMANITY | ||||||||
| 90 SHELTER ROCK RD | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| INDEPENDENCE FUND | ||||||||
| 290 CALLAWAY AVENUE | PENSACOLA | FL | 32505 | NONE | PUBLIC CHARITY | TRACK CHAIR | $15,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BLVD SUITE 300 | SANTA MONICA | CA | 90404 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $30,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION GEORGIA CHAPTER | ||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | OTHER PUBLIC CHARITY | BOBBIE'S BAND | $5,000 | |
| KEVIN'S COMMUNITY CENTER | ||||||||
| 31 PECKS LANE | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| LIGHTHOUSE CHURCH | ||||||||
| 1177 GREGORIE FERRY RD | MT PLEASANT | SC | 29466 | NONE | OTHER PUBLIC CHARITY | SANDY RELIEF | $10,000 | |
| LITERACY VOLUNTEERS OF AMERICA - DANBURY | ||||||||
| 248 MAIN STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| LITERACY VOLUNTEERS OF THE LOWCOUNTRY | ||||||||
| 9 TOWN CENTER | HILTON HEAD | SC | 29928 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| LOWCOUNTRY FOOD BANK | ||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| LOWCOUNTRY OPEN LAND TRUST | ||||||||
| 485 EAST BAY STREET | CHARLESTON | SC | 29403 | NONE | OTHER PUBLIC CHARITY | VISION/CHALLENGE GRANT | $50,000 | |
| MADD | ||||||||
| 511 E JOHN CARPENTER FREEWAY SUITE | IRVING | TX | 75062 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | 700 |
| MILL MOUNTAIN THEATRE | ||||||||
| ONE MARKET SQUARE SE | ROANOKE | VA | 24011 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| MILL MOUNTAIN ZOO | ||||||||
| PO BOX 13484 | ROANOKE | VA | 24034 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE NATURE CONSERVANCY OF SC | ||||||||
| PO BOX 20246 | CHARLESTON | SC | 29413 | NONE | OTHER PUBLIC CHARITY | ACE BASIN FUND | $5,000 | |
| NEMOURS WILDLIFE FOUNDATION | ||||||||
| 161 NEMOURS PLANTATION ROAD | YEMASSEE | SC | 29945 | NONE | OTHER PUBLIC CHARITY | TURKEY STUDY | $3,000 | |
| NEWTOWN FOREST ASSOCIATION INC | ||||||||
| PO BOX 213 | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| NEWTOWN HOOK AND LADDER | ||||||||
| PO BOX 3911 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| NEWTOWN UNDERWATER SEARCH AND RESCUE | ||||||||
| PO BOX 3203 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| NEWTOWN VOLUNTEER AMBULANCE | ||||||||
| PO BOX 344 | NEWTOWN | CT | 06470 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| OPERA ROANOKE | ||||||||
| 1 MARKET SQ SE STE 2 | ROANOKE | VA | 24011 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| OPERATION SHOEBOX | ||||||||
| 8360 E HIGHWAY 25 | BELLEVIEW | FL | 34420 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| PURPLE HEARTS REUNITED | ||||||||
| PO BOX 2121 | GEORGIA | VT | 05468 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| QUALITY DEER MANAGEMENT ASSOCIATION | ||||||||
| PO BOX 160 | BOGART | GA | 30622 | NONE | OTHER PUBLIC CHARITY | REACH PROGRAM | $10,000 | |
| REGIONAL HOSPICE OF WESTERN CT | ||||||||
| 405 MAIN STREET | DANBURY | CT | 06810 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND AND GOLF TOURNAMENT | $10,000 | |
| REGIONAL YMCA OF WESTERN CONNECTICUT | ||||||||
| 2 HUCKELBERRY HILL RD | BROOKFIELD | CT | 06804 | NONE | OTHER PUBLIC CHARITY | GOLF TOURNAMENT | $5,000 | |
| REMOTE AREA MEDICAL FOUNDATION | ||||||||
| 1834 BEECH STREET | KNOXVILLE | TN | 37920 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| ROANOKE SYMPHONY ORCHESTRA | ||||||||
| 541 LUCK AVENUE SW SUITE 200 | ROANOKE | VA | 24016 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| ROANOKE VALLEY SPCA INC | ||||||||
| 1340 BALDWIN AVENUE | ROANOKE | VA | 24012 | NONE | OTHER PUBLIC CHARITY | MEMORY OF LUCY DALHOUSE | $25,000 | |
| SAFE HAVEN OF GREATER WATERBURY | ||||||||
| 29 CENTRAL AVENUE | WATERBURY | CT | 06702 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| SALVATION ARMY | ||||||||
| 4248 DORCHESTER RD | NORTH CHARLESTON | SC | 29405 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SHELDON TOWNSHIP FIRE DISTRICT | ||||||||
| PO BOX 129 | SHELDON | SC | 29941 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| SIMPLY SMILES | ||||||||
| 1771 POST ROAD EAST | WESTPORT | CT | 06880 | NONE | OTHER PUBLIC CHARITY | MODULAR HOME | $50,000 | |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $20,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 WEST MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | OTHER PUBLIC CHARITY | CHARLESTON OFFICE FUND | $20,000 | |
| ST ANTHONY AND ST JAMES CATHOLIC CHURCHES | ||||||||
| 925 S JEFFRIES BOULEVARD | WALTERBORO | SC | 29488 | NONE | PUBLIC CHARITY | ST. JAMES BUILDING FUND | $10,000 | |
| ST HELENA'S EPISCOPAL CHURCH | ||||||||
| PO BOX 1043 | BEAUFORT | SC | 29901 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| ST JUDE CHILDREN'S HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| TOYS FOR TOTS | ||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| TROUTVILLE RESCUE SQUAD | ||||||||
| PO BOX 11 | TROUTVILLE | VA | 24175 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| TULANE UNIVERSITY | ||||||||
| 3439 PRYTANIA STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| UNIVERSITY OF CT MASTER GARDENER | ||||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| USO | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| VISITING NURSES ASSOCIATION OF NEWTOWN INC | ||||||||
| 45 MAIN STREET | NEWTOWN | CT | 06470 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| VOICE FOR JOANIE | ||||||||
| 5 GLENWOOD RD | NEW MILFORD | CT | 06776 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| WATER MISSIONS INTERNATIONAL | ||||||||
| PO BOX 31258 | CHARLESTON | SC | 29417 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| WESTMINSTER SCHOOL | ||||||||
| PO BOX 337 | SIMSBURY | CT | 06070 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| WOUNDED WARRIORS | ||||||||
| 7020 A C SKINNER PKWY STE 100 | JACKSONVILLE | FL | 32256 | NONE | OTHER PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,061,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,664 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,401 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,026 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,770,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,358,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,358,046 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH GENERATED IN INVESTMENT ACCOUNTS IS TRANSFERRED PERIODICALLY INTO THE OPERATING ACCOUNT TO PAY ONGOING OPERATIONAL COSTS OF THE FOUNDATION. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2003-04-15 | $1,407,046 | $350,182 | SL | 39.000000000000 | $36,078 | $0 | |
| BUILDING IMPROVEMENTS | 2003-04-15 | $25,520 | $6,349 | SL | 39.000000000000 | $654 | $0 | |
| BUILDING IMPROVEMENTS | 2003-08-01 | $329,755 | $78,632 | SL | 39.000000000000 | $8,455 | $0 | |
| BUILDING IMPROVEMENTS | 2003-09-01 | $38,592 | $9,207 | SL | 39.000000000000 | $990 | $0 | |
| BUILDING IMPROVEMENTS | 2004-01-15 | $6,843 | $1,568 | SL | 39.000000000000 | $175 | $0 | |
| BUILDING IMPROVEMENTS | 2004-03-18 | $15,384 | $3,464 | SL | 39.000000000000 | $394 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-01 | $21,684 | $4,842 | SL | 39.000000000000 | $556 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-01 | $385 | $87 | SL | 39.000000000000 | $10 | $0 | |
| BUILDING IMPROVEMENTS | 2004-04-14 | $24,847 | $5,547 | SL | 39.000000000000 | $637 | $0 | |
| BUILDING IMPROVEMENTS | 2004-10-01 | $86,800 | $18,272 | SL | 39.000000000000 | $2,226 | $0 | |
| AQUARIUM | 2003-08-06 | $2,809 | $2,809 | 200DB | 7.000000000000 | $0 | $0 | |
| DESK | 2003-05-01 | $7,314 | $7,037 | 200DB | 10.000000000000 | $277 | $0 | |
| FURNITURE | 2003-07-24 | $10,426 | $10,019 | 200DB | 10.000000000000 | $407 | $0 | |
| STATUE OF CERES | 2004-12-14 | $6,000 | $6,000 | 200DB | 7.000000000000 | $0 | $0 | |
| ARTWORK | 2005-07-19 | $19,892 | $0 | $0 | 0.000000000000 | |||
| FAX MACHINE | 1999-08-31 | $205 | $205 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER AND PRINTER | 2005-09-29 | $1,602 | $1,602 | 200DB | 5.000000000000 | $0 | $0 | |
| LAND | 2003-04-15 | $248,300 | L | $0 | $0 | |||
| BUILDING IMPROVEMENTS | 2009-05-04 | $7,121 | $671 | SL | 39.000000000000 | $183 | $0 | |
| BUILDING IMPROVEMENTS | 2009-07-09 | $26,565 | $2,384 | SL | 39.000000000000 | $681 | $0 | |
| BUILDING IMPROVEMENTS | 2009-08-13 | $9,740 | $854 | SL | 39.000000000000 | $250 | $0 | |
| BUILDING IMPROVEMENTS | 2009-10-15 | $12,348 | $1,030 | SL | 39.000000000000 | $317 | $0 | |
| COMPUTER | 2009-07-02 | $1,640 | $678 | 200DB | 5.000000000000 | $95 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES - CORPORATE BONDS | BondNm |
| EOY Book Value | $3,716,767 | EOYBookValueAmt |
| EOYFMV | $3,677,565 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES - CORPORATE STOCK | StockNm |
| EOY Book Value | $13,110,953 | EOYBookValueAmt |
| EOYFMV | $17,257,137 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $544,076 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $516,142 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES - MUTUAL FUNDS | AT COST | $2,246,513 | $2,373,657 |
| RAYMOND JAMES - ASSET BACKED SECURITIES | AT COST | $2,573,166 | $2,563,846 |
| RAYMOND JAMES - CERTIFICATES OF DEPOSIT | AT COST | $0 | $0 |
| RAYMOND JAMES - REITS/TANGIBLES | AT COST | $1,024,589 | $1,267,525 |
| RAYMOND JAMES - ALETRNATIVE INVESTMENTS | AT COST | $226,040 | $249,573 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,407,046 | $386,260 | $1,020,786 |
| BUILDING IMPROVEMENTS | $25,520 | $7,003 | $18,517 |
| BUILDING IMPROVEMENTS | $329,755 | $87,087 | $242,668 |
| BUILDING IMPROVEMENTS | $38,592 | $10,197 | $28,395 |
| BUILDING IMPROVEMENTS | $6,843 | $1,743 | $5,100 |
| BUILDING IMPROVEMENTS | $15,384 | $3,858 | $11,526 |
| BUILDING IMPROVEMENTS | $21,684 | $5,398 | $16,286 |
| BUILDING IMPROVEMENTS | $385 | $97 | $288 |
| BUILDING IMPROVEMENTS | $24,847 | $6,184 | $18,663 |
| BUILDING IMPROVEMENTS | $86,800 | $20,498 | $66,302 |
| AQUARIUM | $2,809 | $2,809 | $0 |
| DESK | $7,314 | $7,314 | $0 |
| FURNITURE | $10,426 | $10,426 | $0 |
| STATUE OF CERES | $6,000 | $6,000 | $0 |
| ARTWORK | $19,892 | $0 | $19,892 |
| FAX MACHINE | $205 | $205 | $0 |
| COMPUTER AND PRINTER | $1,602 | $1,602 | $0 |
| LAND | $248,300 | $0 | $248,300 |
| BUILDING IMPROVEMENTS | $7,121 | $854 | $6,267 |
| BUILDING IMPROVEMENTS | $26,565 | $3,065 | $23,500 |
| BUILDING IMPROVEMENTS | $9,740 | $1,104 | $8,636 |
| BUILDING IMPROVEMENTS | $12,348 | $1,347 | $11,001 |
| COMPUTER | $1,640 | $1,593 | $47 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,912 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,712 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED ARTWORK | Desc |
| BOY Book Value | $612,000 | BOYBookValueAmt |
| EOY Book Value | $612,000 | EOYBookValueAmt |
| EOYFMV | $612,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WASH SALE LOSS DISALLOWED | Description |
| Amount | $6 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $4,321 | $0 | $4,321 |
| ACCRUED INTEREST ON BONDS | $27,643 | $27,643 | $0 |
| BANK CHARGES | $12 | $0 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $12,026 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,026 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDING TAXES PAYABLE | Desc |
| BOY Book Value | $1,316 | BOYBookValueAmt |
| EOY Book Value | $1,416 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $305,668 | Amt |
| Net Investment Income | $305,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,590 | $0 | $4,590 |
| FOREIGN TAXES | $15,747 | $15,747 | $0 |
| EXCISE TAX | $3,929 | $0 | $0 |
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