HIGGINS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HIGGINS FOUNDATION (EIN 83-0321699)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-29
- IRS object ID
- 201402109349100410
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-29T12:09:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W VINE STREET SUITE 600 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40507 | 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 | 830321699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGGINS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGG | BusinessNameControlTxt |
| Phone | 3076740848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6769 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WIDENER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3076740848 | PhoneNum |
| Signature | 2014-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA C HANSON | PreparerPersonNm |
| PTIN | P00161575 | PTIN |
| Phone | 8592552341 | PhoneNum |
| 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 | $1,713,736 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $292,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,605 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $649 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,556 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,357,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,371,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,595,180 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,493,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,490,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,713,736 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,493,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,490,392 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,493,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,490,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,493,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,490,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,493,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,490,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,490,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANKLIN STRATEGIC INCOME FUND-285.070 SHS | P | 2012-12-27 | 2013-04-30 | $3,096 | $3,021 | $75 | $75 |
| TOUCHSTONE LARGE CAP GROWTH FUND-7.522 SHS | P | 2012-12-27 | 2013-10-01 | $237 | $197 | $40 | $40 |
| MAINSTAY LARGE CAP GROWTH FUND-3.061 SHS | P | 2012-12-28 | 2013-10-17 | $30 | $23 | $7 | $7 |
| VICTORY LARGE CAP GROWTH FUND-113.943 SHS | P | 2013-12-28 | 2013-11-22 | $2,188 | $1,690 | $498 | $498 |
| IVY INTERNATIONAL CORE EQUITY FUND-20.317 SHS | P | 2012-12-13 | 2013-12-10 | $380 | $309 | $71 | $71 |
| FRANKLIN STRATEGIC INCOME FUND-172.514 SHS | P | 2011-06-24 | 2013-04-30 | $1,874 | $1,769 | $105 | $105 |
| FRANKLIN STRATEGIC INCOME FUND-59.321 SHS | P | 2011-06-24 | 2013-04-30 | $644 | $621 | $23 | $23 |
| FRANKLIN STRATEGIC INCOME FUND-4566.210 SHS | P | 2011-06-24 | 2013-04-30 | $49,589 | $50,000 | -$411 | -$411 |
| TOUCHSTONE LARGE CAP GROWTH FUND-1752.541 SHS | P | 2012-08-27 | 2013-10-01 | $55,258 | $50,000 | $5,258 | $5,258 |
| MAINSTAY LARGE CAP GROWTH FUND-109.586 SHS | P | 2011-12-07 | 2013-10-17 | $1,075 | $770 | $305 | $305 |
| MAINSTAY LARGE CAP GROWTH FUND-4822.191 SHS | P | 2010-10-18 | 2013-10-17 | $47,306 | $32,984 | $14,322 | $14,322 |
| VICTORY LARGE CAP GROWTH FUND-30.775 SHS | P | 2011-12-28 | 2013-11-22 | $591 | $430 | $161 | $161 |
| VICTORY LARGE CAP GROWTH FUND-2342.370 SHS | P | 2010-06-25 | 2013-11-22 | $44,974 | $29,069 | $15,905 | $15,905 |
| IVY INTERNATIONAL CORE EQUITY FUND-76.708 SHS | P | 2010-05-25 | 2013-12-10 | $1,434 | $1,128 | $306 | $306 |
| IVY INTERNATIONAL CORE EQUITY FUND-1326.092 SHS | P | 2010-05-25 | 2013-12-10 | $24,785 | $17,889 | $6,896 | $6,896 |
| CAPITAL GAINS DIVIDENDS | P | $59,536 | $59,536 | $59,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,535,631 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,656,325 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063665 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,278 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,691,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.155075 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,671,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,411,575 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086944 | DistributionYr5Rt |
| Total Distribution | 0.477510 | TotalDistributionRt |
| Average Distribution | 0.095502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,596,066 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,444 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,444 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,444 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $866 | OverpaymentAmt |
| Applied To ES Tax | $866 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076740848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6769 | AddressLine1 |
| City | SHERIDAN | City |
| State | WY | State |
| ZIP Code | 82801 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH C WIDENER | ||||||||
| 105 SAPODILLA DRIVE | ISLAMORADA | FL | 33036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TRACY WIDENER | ||||||||
| 105 SAPODILLA DRIVE | ISLAMORADA | FL | 33036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,493,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,620,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,620,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,596,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,444 | TotalTaxAmt |
| Distributable Before Adj | $77,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,177 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $409,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $456,940 | 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 | $89,749 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,344 | ExcessFromYear4Amt |
| Excess From Year3 | $178,177 | ExcessFromYear3Amt |
| Excess From Year2 | $23,523 | ExcessFromYear2Amt |
| Excess From Year1 | $41,756 | ExcessFromYear1Amt |
| Excess From Current Year | $47,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLORIDA KEYS WILD BIRD REHAB CENTER | |||||||
| 93600 OVERSEAS HWY | TAVERNIER | FL | 33070 | NONE | 501(C)(3) | NATIVE AND MIGRATORY WILD BIRD RESCUE, REHABILITATION AND RELEASE | $34,000 |
| ISLAMORADA COMMUNITY ENTERTAINMENT INC | |||||||
| PO BOX 1576 | TAVERNIER | FL | 33070 | NONE | 501(C)(3) | PERFORMING ARTS CENTER | $70,000 |
| ISLAND DOLPHIN CARE | |||||||
| 150 LORELANE PLACE | KEY LARGO | FL | 33037 | NONE | 501(C)(3) | DOLPHIN ASSISTED THERAPY TO CHILDREN | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,605 | 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 | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,371,836 | EOYBookValueAmt |
| EOYFMV | $1,595,180 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $649 | $649 | $0 |
| EXCISE TAX | $1,690 | $0 | $0 |
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