WILLIAM A GREGORY JR FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WILLIAM A GREGORY JR FOUNDATION INC (EIN 59-3607455)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-12
IRS object ID
201402249349100640
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-12T16:24:13-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592482214PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOELGNER RONZ & STRAW PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 66TH ST NAddressLine1
CitySAINT PETERSBURGCity
StateFLState
ZIP Code337105501ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593607455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM A GREGORY JR FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8137602792PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVEAddressLine1
Address Line2ROOM/SUITE 129AddressLine2
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER TAYLORPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8137602792PhoneNum
Signature2014-08-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL E HOROWITZPreparerPersonNm
PTINP01474269PTIN
Phone7273471120PhoneNum
Preparation2014-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,912,561FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$38,546ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,771InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,771InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,771InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$54,929DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,929DividendsNetInvstIncmAmt
Dividends Adj Net Incm$54,929DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$177,343NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$951,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,179CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,287OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$1,287OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$279,876TotalRevAndExpnssAmt
Total Net Invst Incm$109,879TotalNetInvstIncmAmt
Total Adj Net Incm$63,987TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$42,332OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,332OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$555TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,060OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,060OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$45,947TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,947TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$246,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$246,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$291,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,947TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$246,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,071ExcessRevenueOverExpensesAmt
Net Investment Income$63,932NetInvestmentIncomeAmt
Adjusted Net Income$63,987AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$25,000CashEOYAmt
Cash EOYFMV$25,000CashEOYFMVAmt
Sav And Temp Cash Invst BOY$286,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$151,925SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$151,925SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,545,642CorporateStockBOYAmt
Corporate Stock EOY$2,643,242CorporateStockEOYAmt
Corporate Stock EOYFMV$3,735,636CorporateStockEOYFMVAmt
Total Assets BOY$2,832,238TotalAssetsBOYAmt
Total Assets EOY$2,820,167TotalAssetsEOYAmt
Total Assets EOYFMV$3,912,561TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,832,238RetainedEarningBOYAmt
Retained Earning EOY$2,820,167RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,832,238TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,820,167TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,832,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,820,167TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,832,238TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,071ExcessRevenueOverExpensesAmt
Subtotal$2,820,167SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,820,167TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$47,179CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$233,058AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,259,069NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071511DistributionYr1Rt
Adjusted Qlfy Distri Yr2$177,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,292,753NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053754DistributionYr2Rt
Adjusted Qlfy Distri Yr3$150,701AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,019,395NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049911DistributionYr3Rt
Adjusted Qlfy Distri Yr4$177,584AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,669,579NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066521DistributionYr4Rt
Adjusted Qlfy Distri Yr5$127,270AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,555,236NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049808DistributionYr5Rt
Total Distribution0.291505TotalDistributionRt
Average Distribution0.058301AverageDistributionRt
Net Vl Noncharitable Assets$3,732,528NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$217,610AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$639NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$218,249AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$246,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$639InvestmentIncomeExciseTaxAmt
Subtotal$639SubtotalAmt
Tax Based On Investment Income$639TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$639AppliedToEsTaxAmt
Total Payments And Credits$639TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$13TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKAREN F MILLSIndividualWithBooksNm
Phone8137602792PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVENUEAddressLine1
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HEIDI B MCCREE
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
KAREN F MILLS
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
CHRISTOPHER H TAYLOR
3225 S MACDILL AVENUETAMPAFL33629DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,534,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$255,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,789,369TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,789,369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,841CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,732,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$186,626MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$186,626MinimumInvestmentReturnAmt
Tax Based On Investment Income$639TaxBasedOnInvestmentIncomeAmt
Total Tax$639TotalTaxAmt
Distributable Before Adj$185,987DistributableBeforeAdjAmt
Distributable Before Ded$185,987DistributableBeforeDedAmt
Distributable As Adjusted$185,987DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$246,000ExpensesAndContributionsAmt
Qualifying Distributions$246,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$639PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$245,361AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$185,987DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,779ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,299ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,983ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$71,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,250TotalExcessDistributionCyovAmt
Qualifying Distributions$246,000QualifyingDistributionsAmt
Applied To Current Year$185,987AppliedToCurrentYearAmt
Remaining Distri From Corpus$60,013RemainingDistriFromCorpusAmt
Total Corpus$164,263TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$164,263ExcessDistriCyovToNextYrAmt
Excess From Year4$2,779ExcessFromYear4Amt
Excess From Year3$17,299ExcessFromYear3Amt
Excess From Year2$12,983ExcessFromYear2Amt
Excess From Year1$71,189ExcessFromYear1Amt
Excess From Current Year$60,013ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRIS TAYLORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13225 S MACDILL AVENUEAddressLine1
Address Line2SUITE 129AddressLine2
CityTAMPACity
StateFLState
ZIP Code33629ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8137602792RecipientPhoneNum
Form And Info And MaterialsTHE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE.FormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 1 AND FEBRUARY 1SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS MAY ONLY BE USED FOR EDUCATIONAL EXPENSES. RECIPIENT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED INSTITUTION. WHILE SCHOLARSHIPS ARE BASED ON NEED AND SCHOLASTIC ABILITY, THE APPLICANT SHOULD DEMONSTRATE COMMITTMENT TO THE TAMPA BAY AREA THROUGH ACTIVE COMMUNITY SERVICE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
USF FOUNDATION
4202 E FOWLER AVE ALC100TAMPAFL33620PROVIDE SUPPORT FOR ACTIVITIES$50,000
UNIVERSITY OF TAMPA FOUNDATION
401 W KENNEDY BLVDTAMPAFL33606PROVIDE SUPPORT FOR ACTIVITIES$50,000
KEEP TAMPA BAY BEAUTIFUL
PO BOX 2104TAMPAFL33601PROVIDE SUPPORT FOR ACTIVITIES$25,000
HILLSBOROUGH EDUCATION FOUNDATION
2010 E HILLSBOROUGH AVETAMPAFL33610PROVIDE SUPPORT FOR ACTIVITIES$96,000
HCC FOUNDATION
39 COLUMIA DRTAMPAFL33606PROVIDE SUPPORT FOR ACTIVITIES$25,0007TH FLOOR
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$246,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,771ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,929ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,179ExclusionAmt
Related Or Exempt Function Incm$130,164RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd
Exclusion$1,287ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$111,166ExclusionAmt
Related Or Exempt Function Incm$130,164RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$241,330TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF WILLIAM A GREGORY JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1531AddressLine1
CityTAMPACity
StateFLState
ZIP Code336011531ZIPCode
FieldValueIRS element (for citing)
Total Contributions$38,546TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

HEIDI B MCCREE
KAREN F MILLS
CHRISTOPHER H TAYLOR

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetINVESTMENT SALESAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$903,830GrossSalesPriceAmt
Basis$773,666BasisAmt
Total Net$130,164TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY SMITH BARNEY
UBS FINANCIAL - 2653$62,243$67,822
RAYMOND JAMES - 5962$974,759$1,123,107
RAYMOND JAMES - 5936
US TRUST$732,363$900,214
MORGAN STANLEY 109602$873,877$1,644,493

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE EXPENSES$1,060$1,060

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$1,287RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,287AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$42,332Amt
Net Investment Income$42,332NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$555Amt
Net Investment Income$555NetInvestmentIncomeAmt

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