BROOKSVILLE FUND INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BROOKSVILLE FUND INC (EIN 31-1764192)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-29
IRS object ID
201412419349100701
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)
Return2014-08-29T10:53:47-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311764192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BROOKSVILLE FUND INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBROOBusinessNameControlTxt
Phone4073511717PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17575 DR PHILLIPS BLVD SUITE 310AddressLine1
CityORLANDOCity
StateFLState
ZIP Code32819ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H MACARTHURPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-08-29SignatureDt
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$23,719FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,020ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$655DividendsNetInvstIncmAmt
Dividends Adj Net Incm$655DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,537NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,324GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,380CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,212TotalRevAndExpnssAmt
Total Net Invst Incm$6,035TotalNetInvstIncmAmt
Total Adj Net Incm$655TotalAdjNetIncmAmt
Taxes Rev And Expnss$226TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$101TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$991TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$991TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,243OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,243OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,705TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,618ExcessRevenueOverExpensesAmt
Net Investment Income$6,035NetInvestmentIncomeAmt
Adjusted Net Income$655AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,481SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,649SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,649SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,839CorporateStockBOYAmt
Corporate Stock EOY$14,053CorporateStockEOYAmt
Corporate Stock EOYFMV$21,070CorporateStockEOYFMVAmt
Total Assets BOY$29,320TotalAssetsBOYAmt
Total Assets EOY$16,702TotalAssetsEOYAmt
Total Assets EOYFMV$23,719TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$29,320RetainedEarningBOYAmt
Retained Earning EOY$16,702RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,320TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,702TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,320TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,702TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,320TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,618ExcessRevenueOverExpensesAmt
Subtotal$16,702SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,702TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
130 SHS AUTOMATIC DATA PROCESSINGD2006-12-142013-11-07$9,148$5,146$4,002$4,002
55 SHS EMERSON ELECTRICD2006-12-142013-07-29$3,176$1,798$1,378$1,378
FieldValueIRS element (for citing)
Capital Gain Net Income$5,380CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$121InvestmentIncomeExciseTaxAmt
Subtotal$121SubtotalAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Tax Due$121TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM H MACARTHURBusinessNameLine1
FieldValueIRS element (for citing)
Phone4073511717PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17575 DR PHILLIPS BLVD SUITE 310AddressLine1
CityORLANDOCity
StateFLState
ZIP Code328197221ZIPCode
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM H MACARTHUR
1014 HARBOUR ISLAND ROADORLANDOFL328093040President1.00$0
LUZ THORON-MACARTHUR
1014 HARBOUR ISLAND ROADORLANDOFL328093040Director0.00$0
MARK EWALD
P O BOX 942VICTORID83455Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEDICAL RESEARCH AND RELIEF EFFORTS IN NAIROBI (AMREF)Description1Txt
Expenses1$859Expenses1Amt
Description2MEDICAL RESEARCH AND RELIEF EFFORTS IN BURMA AND BANGKOK, THAILANDDescription2Txt
Expenses2$62Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,297AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,692AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$26,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$405CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,705ExpensesAndContributionsAmt
Qualifying Distributions$22,705QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,705AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2001-08-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$655CurrentYearAmt
Year1$644Year1Amt
Year2$165Year2Amt
Year3$284Year3Amt
Total$1,748TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$557CurrentYearAmt
Year1$547Year1Amt
Year2$140Year2Amt
Year3$241Year3Amt
Total$1,485TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$22,705CurrentYearAmt
Year1$25,368Year1Amt
Year2$10,181Year2Amt
Year3$13,959Year3Amt
Total$72,213TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$19,410CurrentYearAmt
Year1$18,376Year1Amt
Year2$4,318Year2Amt
Year3$9,850Year3Amt
Total$51,954TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$3,295CurrentYearAmt
Year1$6,992Year1Amt
Year2$5,863Year2Amt
Year3$4,109Year3Amt
Total$20,259TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$886CurrentYearAmt
Year1$900Year1Amt
Year2$375Year2Amt
Year3$587Year3Amt
Total$2,748TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM H MACARTHURContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM H MACARTHURRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17575 DR PHILLIPS BLVD SUITE 310AddressLine1
CityORLANDOCity
StateFLState
ZIP Code328197221ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4073511717RecipientPhoneNum
Form And Info And MaterialsINDIVIDUAL APPLICANTS SUBMIT A LETTER DETAILING ECONOMIC HARDSHIP, HIGHER EDUCATION ACADEMIC GOALS AND SPECIFIC EDUCATIONAL INSTITUTION ENROLLMENT PLANS. APPLICANT AGREES TO SUBMIT PROGRESS REPORTS FOR MONITORING PURPOSES.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO REASONABLE TUITION AND RELATED EXPENSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
MADAGASCAR LES PROJET DES SRFB
58 LALANA S STEHANIANTANANARIVOCENTRAL MADAGASCAMA101N/A509(a)CONTRIBUTION TO CATHOLIC CHURCH ORGANIZATION RELIEVING POVERTY IN MADAGASCAR$12,870
TIBET POVERTY ALLEVIATION FUND
N/A509(a)CONTRIBUTION TO ORGANIZATION PROVIDING ASSISTANCE TO POOR TIBETAN FAMILIES$6,000663 GREEN STREETCAMBRIDGEMA02139
CHELONIAN RESEARCH INSTITUTE
N/A509(a)RESEARCH$500402 SOUTH CENTRAL AVENUEOVIEDOFL32765
GLOBAL FOUNDATION FOR HUMANITY
N/A509(a)TEEN GIRL LITERACY PROGRAM$1,000333 EAST 69TH STREET APT 5ENEW YORKNY10021
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,370TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$655ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$2,537ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,192ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,192TotalIncomeProducingActyAmt

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 PersonJOHN DONNA KINDLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17233 ORCHID ISLAND PLACEAddressLine1
CityLAKEWOOD RANCHCity
StateFLState
ZIP Code34202ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$467$467
DUES AND SUBSCRIPTIONS$95$95
MEALS & ENTERTAINMENT$584$584
OFFICE EXPENSE$18$18
POSTAGE AND SHIPPING$79$79

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILLIAM H MACARTHURPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11014 HARBOUR ISLAND ROADAddressLine1
CityORLANDOCity
StateFLState
ZIP Code328093040ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT FEE$61$61
STATE FILING FEES$125
TAX ON INVESTMENT INCOME$40$40

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