GREEN CHARITABLE TR UA 050901: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GREEN CHARITABLE TR UA 050901 (EIN 65-6368603)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201441349349100234
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

FieldValueIRS element (for citing)
Return2014-05-14T09:25:55-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580692043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAULDIN & JENKINS LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 SIXTH AVE W SUITE 600AddressLine1
CityBRADENTONCity
StateFLState
ZIP Code342057440ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656368603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEN CHARITABLE TRUST UAD 5901BusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone9417474483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT L MILLERPersonNm
Person TitleAGENTPersonTitleTxt
Phone9417474483PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L KING CPAPreparerPersonNm
PTINP00153265PTIN
Phone9417474483PhoneNum
Preparation2014-05-09PreparationDt
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$503,545FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$110,400ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$50,783DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,783DividendsNetInvstIncmAmt
Dividends Adj Net Incm$50,783DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$521NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$207,915GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$160,662TotalRevAndExpnssAmt
Total Net Invst Incm$50,783TotalNetInvstIncmAmt
Total Adj Net Incm$50,783TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,191TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,191TaxesNetInvstIncmAmt
Taxes Adj Net Incm$2,191TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,191TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,191TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,191TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,191TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,191TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,191TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$120,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,471ExcessRevenueOverExpensesAmt
Net Investment Income$48,592NetInvestmentIncomeAmt
Adjusted Net Income$48,592AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,394CashBOYAmt
Cash EOY$2,865CashEOYAmt
Cash EOYFMV$2,865CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,560SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,560SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,200AcctRcvblAmt
Acct Rcvbl BOY$862AcctRcvblBOYAmt
Acct Rcvbl EOY$2,200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,200AcctRcvblEOYFMVAmt
Corporate Stock BOY$481,689CorporateStockBOYAmt
Corporate Stock EOY$474,419CorporateStockEOYAmt
Corporate Stock EOYFMV$451,920CorporateStockEOYFMVAmt
Total Assets BOY$487,573TotalAssetsBOYAmt
Total Assets EOY$526,044TotalAssetsEOYAmt
Total Assets EOYFMV$503,545TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$487,573UnrestrictedBOYAmt
Unrestricted EOY$526,044UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$487,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$526,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$487,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$526,044TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$487,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,471ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$526,044SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$526,044TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PROSPECT CAP CORP2012-11-022013-04-29$108,294$111,000-$2,706-$2,706
WHITEHORSE FIN INC2012-12-052013-06-30$98,186$95,940$2,246$2,246
WHITEHORSE FIN INC2012-12-052013-12-10$1,435$1,496-$61-$61
FieldValueIRS element (for citing)
Capital Gain Net Income-$521CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$460NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$65,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$408,930NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.158951DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$172,196NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.348440DistributionYr2Rt
Adjusted Qlfy Distri Yr3$60,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$140,667NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.426539DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$58,824NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.674045DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,930AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$108,568NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.552004DistributionYr5Rt
Total Distribution2.159979TotalDistributionRt
Average Distribution0.431996AverageDistributionRt
Net Vl Noncharitable Assets$523,561NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$226,176AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$486NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$226,662AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$972InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$972SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Overpayment$1,228OverpaymentAmt
Applied To ES Tax$1,228AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT L MILLERIndividualWithBooksNm
Phone9417474483PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES L GREEN
1316 RIVERVIEW CIRCLEBRADENTONFL34209TRUSTEE0.00$0$0$0
ROBERT L MILLER
3912 WATER STELLENTONFL34222AGENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE TRUST PROVIDES EDUCATIONAL ASSISTANCE TO STUDENTS. FUNDING FOR 2013 WAS THROUGH TWO SCHOOL DISTRICTS DIRECTLY AND ONE EDUCATIONAL PROGRAM WHICH IS PART OF A THIRD SCHOOL DISTRICT.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$519,221AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$531,534TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$531,534AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$523,561NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,178MinimumInvestmentReturnAmt

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$120,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$120,000AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$26,178CurrentYearAmt
Year1$20,447Year1Amt
Year2$6,881Year2Amt
Year3$7,033Year3Amt
Total$60,539TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$22,251CurrentYearAmt
Year1$17,380Year1Amt
Year2$5,849Year2Amt
Year3$5,978Year3Amt
Total$51,458TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$120,000CurrentYearAmt
Year1$65,000Year1Amt
Year2$60,000Year2Amt
Year3$60,000Year3Amt
Total$305,000TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$120,000CurrentYearAmt
Year1$65,000Year1Amt
Year2$60,000Year2Amt
Year3$60,000Year3Amt
Total$305,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$17,452CurrentYearAmt
Year1$13,631Year1Amt
Year2$5,740Year2Amt
Year3$4,689Year3Amt
Total$41,512TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT L MILLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone9417474483RecipientPhoneNum
Form And Info And MaterialsAT THIS TIME APPLICATIONS ARE ONLY ACCEPTED THROUGH SPONSORING ORGANIZATIONS. SPONSORING ORGANIZATIONS ARE PUBLIC SCHOOL DISTRICTS, COUMMUNITY FOUNDATIONS, OR OTHER COMMUNITY SUPPORTING ORGANIZATIONS SUCH AS CIVIC ORGANIZATIONS ETC. SUCH SPONSORING ORGANIZATIONS MUST BE PREPARED TO ESTABLISH A SELECTION COMMITTEE TO SELECT AND MONITOR THE PROGRESS OF STUDENTS SELECTED. THE SPONSORING ORGANIZATION MUST ALSO BE PREPARED TO ADMINISTER THE SCOLARSHIPS, OR SUBMIT A PLAN FOR ADMINISTRATION OF THE SCHOLARSHIPS. EACH SPONSORING ORGANIZATION IS SUBJECT TO QUALITY ASSURANCE INSPECTIONS BY REPRESENTATIVES OF THE GREEN CHARITABLE TRUST. SEE GENERAL EXPLANATION FOR ADDITIONAL INFORMATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 31 OF EACH YEAR FOR FALL AWARDS.SubmissionDeadlinesTxt
Restrictions On AwardsSEE APPLICATION FORMAT & REQUIRED CONTENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EAST RICHLAND SCHOOL DISTRICT
PO BOX 685OLNEYIL62450NONEN/ASCHOLARSHIPS$30,000
PACE CENTER FOR GIRLS INC
3508 26TH STREET WESTBRADENTONFL34205NONEN/APROGRAM ASSISTANCE$60,000
RED HILL SCHOOL DISTRICT
1250 JUDY AVEBRIDGEPORTIL62417NONEN/ASCHOLARSHIPS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,783ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion-$521ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,262ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,262TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonJAMES L MARY J GREENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11316 RIVERVIEW CIRCLEAddressLine1
CityBRADENTONCity
StateFMState
ZIP Code34209ZIPCode
FieldValueIRS element (for citing)
Total Contributions$110,300TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property10,000 SHARES PROSPECT CAP CORP COMNoncashPropertyDesc
Fair Market Value$110,300FairMarketValueAmt
Received2013-02-26ReceivedDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATION FOOTNOTEIdentifierTxt
Form And Line ReferencePART XV LINE 2FormAndLineReferenceDesc
Medium ExplanationTO QUALIFY, A STUDENT MUST BE A HIGH SCHOOL GRADUATE WITH A FINANCIAL NEED AND A DESIRE TO OBTAIN HIGHER EDUCATION. HIGHER EDUCATION CAN BE WITH ANY ACCREDITED EDUCATIONAL INSTITUTION, TECHNICAL, COMMUNITY COLLEGE OR UNIVERSITY. SCHOLARSHIPS ARE LIMITED TO $5,000 PER INDIVIDUAL. FOR A FOUR-YEAR MAXIMUM, AN AUTOMATIC RENEWAL EACH YEAR WILL BE ALLOWED, SUBJECT TO SATISFACTORY COMPLETION OF THE COURSE OF STUDY AS PLANNED. THERE IS NO TIME LIMIT ON WHEN SATISFACTORY COMPLETION IS ACCOMPLISHED. IT IS THE RESPONSIBILITY OF THE SPONSORING ORGANIZATION TO MONITOR THE CONTINUING QUALIFICATIONS OF EACH STUDENT.SPONSORING ORGANIZATIONS MAY TAKE APPLICATIONS BY THE SUBMISSION OF A PLAN FOR THE SELECTION OF STUDENTS AND ADMINISTRATION OF THE SCHOLARSHIPS. ANY RESTRICTIONS OF STUDENT APPLICATION BY THE SPONSORING ORGANIZATION SHOULD BE INCLUDED IN THE PLAN. PLANS WILL BE REVIEWED BY REPRESENTATIVES OF THE TRUST AND RESPONSES WILL BE MADE WITHIN THREE MONTHS OF THE APPLICATION. SCHOLARSHIPS ARE USUALLY AWARDED BEGINNING IN THE FALL SEMESTER.PACE CENTER FOR GIRLS, INC. HAD FORMERLY BEEN ADMINISTERING A SCHOLARSHIP PROGRAM, BUT IN 2009 MADE APPLICATION TO MODIFY THE PROGRAM. PACE REQUESTED THAT THE FORMER SCHOLARSHIP MONEY BE ALLOWED TO PROVIDE "SCHOLARSHIPS" FOR GIRLS BY PROVIDING PROGRAM ASSISTANCE TO THE POPULATION OF STUDENTS IN THE PROGRAM. THIS MODIFICATION WAS DETERMINED BY THE TRUSTEES TO MEET MISSION STATEMENT AND THE DESIRES OF THE GRANTORS AND THEREFORE THE PLAN WAS GRANTED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WINDSTREAM CORP$137,519$111,720
PROSPECT CAP CORP$276,900$280,500
CAPITAL FIN CORP$60,000$59,700

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$2,191Amt
Net Investment Income$2,191NetInvestmentIncomeAmt
Adjusted Net Income$2,191AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.