MANTZ FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MANTZ FOUNDATION INC (EIN 20-1593416)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-05
- IRS object ID
- 201401569349100510
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-05T14:57:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAWN MARSHALL CUNNINGHAM CONDON SWEAT | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SECOND AVE NE SUITE 1600 | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33701 | 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 | 201593416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANTZ FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANT | BusinessNameControlTxt |
| Phone | 7273275449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 PELHAM ROAD | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 337103362 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE MANTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7273275449 | PhoneNum |
| Signature | 2014-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M CONDON CPA | PreparerPersonNm |
| PTIN | P00019489 | PTIN |
| Phone | 7278236500 | PhoneNum |
| Preparation | 2014-06-02 | 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 | $1,842,421 | 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 | $313 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,842 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,249 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,835 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $869 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,066 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,415 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,421,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,430,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,803,006 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $269 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,483,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,470,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,842,421 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $962 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $962 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,483,692 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,469,391 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,483,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,469,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,483,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,470,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,483,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,469,391 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,469,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,972 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $395,150 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,004 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $342,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,291 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $338,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130906 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $294,713 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,084 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $406,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056756 | DistributionYr5Rt |
| Total Distribution | 0.510451 | TotalDistributionRt |
| Average Distribution | 0.102090 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,663,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $615 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,066 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,231 | SubtotalAmt |
| Tax Based On Investment Income | $1,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $269 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,869 | TotalPaymentsAndCreditsAmt |
| Overpayment | $638 | OverpaymentAmt |
| Applied To ES Tax | $638 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | JEANNE MANTZ | IndividualWithBooksNm |
| Phone | 7273275449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 PELHAM ROAD NORTH | AddressLine1 |
| Address Line2 | 2200 PELHAM ROAD NORTH | AddressLine2 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 337103662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE MAY MANTZ | ||||||||
| 2200 PELHAM ROAD NORTH | ST PETERSBURG FL | FL | 33710 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| SCOTT T RYAN | ||||||||
| 2398 SW 76TH LANE | OCALA | FL | 34476 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY R MANTZ | ||||||||
| 662 SE 47TH LOOP | OCALA | FL | 34480 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK H MANTZ | ||||||||
| 113 WILLIAMS PRIDE WAY | NEWNAN | GA | 30265 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO QUALIFYING ORGANIZATION. SEE ATTACHED LIST. | Description1Txt |
| Expenses1 | $84,066 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,614,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,688,380 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,688,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,663,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,231 | TotalTaxAmt |
| Distributable Before Adj | $81,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,922 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,066 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,066 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $84,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,922 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,074 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,468 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,758 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,066 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $94,902 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,074 | ExcessFromYear4Amt |
| Excess From Year3 | $27,468 | ExcessFromYear3Amt |
| Excess From Year2 | $24,958 | ExcessFromYear2Amt |
| Excess From Year1 | $30,374 | ExcessFromYear1Amt |
| Excess From Current Year | $2,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEANNE MANTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 PELHAM ROAD NORTH | AddressLine1 |
| City | ST PETERSBURG FL | City |
| State | FL | State |
| ZIP Code | 33701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7273275449 | RecipientPhoneNum |
| Form And Info And Materials | ALL INFORMATION CONCERNING PAST PERFORMANCE AND PROPOSED USE OF REQUESTED CONTRIBUTION, GRANT, GIFT ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO SUCH RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD FUND INTERNATIONAL | |||||||||
| CHILD FUND INTERNATIONAL | 2821 EMERYWOOD PKWY | 2821 EMERYWOOD PKWY | RICHMOND | VA | 23294 | NONE | 501(C)(3) | HELP NEEDY CHILDREN | $1,566 |
| FISHER HOUSE FOUNDATION | |||||||||
| FISHER HOUSE FOUNDATION INC | 111 ROCKVILLE PIKE 420 | 111 ROCKSVILLE PIKE 420 | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) | AID TO FAMILIES OF HOSPITALIZED MILI | $3,000 |
| GRACE LUTHERAN SCHOOL | |||||||||
| GRACE LUTHERAN SCHOOL | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | YOUTH EDUCATION | $3,000 |
| METROPOLITAN MINISTRIES | |||||||||
| METROPOLITAN MINISTRIES | 2002 NORTH FLORIDA AVE | 2002 NORTH FLORIDA AVE | TAMPA | FL | 33602 | NONE | 501(C)(3) | HELP POOR AND HOMELESS FAMILIES | $3,000 |
| CHRIST COMMUNITY CHURCH | |||||||||
| CHRIST COMMUNITY CHURCH | 396 GENEVA PL | 396 GENEVA PL | MONTREAT | NC | 28757 | NONE | CHURCH | BOLIVIAN MISSIONARIES | $5,000 |
| CHILDREN'S HOSPITAL BOSTO | |||||||||
| CHILDREN'S HOSPITAL BOSTON | 300 LONGWOOD AVE | 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | 501(C)(3) | OMS RESEARCH | $20,000 |
| ST PETERSBURG FREE CLINIC | |||||||||
| ST PETERSBURG FREE CLINIC | 863 3RD AVE N | 863 3RD AVE N | ST PETERSBURG | FL | 33701 | NONE | 501(C)(3) | HEALTHCARE FOR NEEDY | $4,000 |
| SALVATION ARMY | |||||||||
| SALVATION ARMY | 340 14TH AVE S | 340 14TH AVE S | ST PETERSBURG | FL | 33701 | NONE | 501(C)(3) | FOOD & SHELTER FOR NEEDY INDIVIDUALS | $2,500 |
| SHRINERS HOSP FOR CHILDRE | |||||||||
| SHRINERS HOSPITALS FOR CHILDERN | 12502 USF PINE DR | 12502 USF PINE DR | TAMPA | FL | 33612 | NONE | 501(C)(3) | HEALTH CARE FOR CHILDREN | $3,000 |
| GRACE LUTHERAN CHURCH | |||||||||
| GRACE LUTHERAN CHURCH | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | MISSIONS | $2,000 |
| GRACE LUTHERAN CHURCH | |||||||||
| GRACE LUTHERAN CHURCH | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | CHURCH | $25,000 |
| LOVE 146 | |||||||||
| LOVE 146 | PO BOX 8266 | PO BOX 8266 | NEW HAVEN | CT | 06511 | NONE | 501(C)(3) | END CHILD TRAFFICING | $500 |
| SOLDIER SOCKS | |||||||||
| SOLDIRE SOCKS | 1127 HIGH RIDGE ROAD | 1127 HIGH RIDGE ROAD | STAMFORD | CT | 06905 | NONE | 501(C)(3) | HELPING SERVICE MEMBERS | $6,000 |
| WOUNDED WARRIER PROJCET | |||||||||
| WOUNDED WARRIER PROJECT | 4899 BELFORT ROAD STE 309 | 4899 BELFORT ROAD STE 309 | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | HELP WOUNDED VETERANS | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,066 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,387 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF PREPARATION | CategoryTxt |
| Amt | $1,000 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| JEANNE MAY MANTZ |
| SCOTT T RYAN |
| JEFFREY R MANTZ |
| MARK H MANTZ |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $67,410 | GrossSalesPriceAmt |
| Basis | $57,279 | BasisAmt |
| Total Net | $10,131 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA INTL SMALL CO | $68,326 | $84,833 |
| DFA INTL VALUE III | $151,897 | $177,494 |
| DFA LARGE CAP VALUE III | $270,328 | $377,617 |
| VANGUARD REIT INDEX SIGNAL | $73,633 | $74,668 |
| DFA US SMALL CAP FUND | $130,227 | $179,759 |
| VANGUARD TOTAL STOCK MKT SIGNAL | $275,270 | $364,884 |
| DFA EMERGING MKTS CORE FUND | $132,938 | $132,054 |
| DFA INTL SMALL CAP VALUE FUND | $79,771 | $95,392 |
| DFA US TARGETED VALUE | $137,506 | $186,642 |
| VANGUARD DEVEL MKTS ADMIRAL | $111,042 | $129,663 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $269 | BOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $962 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,835 | Amt |
| Net Investment Income | $4,835 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX BASED ON INVESTMENT I | $1,231 | |
| FOREIGN TAXES WITHHELD FROM DIVI | $808 | $808 |
| STATE ANNUAL REPORT | $61 | $61 |
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