MCLAUGHLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCLAUGHLIN FAMILY FOUNDATION INC (EIN 20-1684047)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201442209349100004
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T08:38:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720636725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNIS T BOURGEOIS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 TREMONT DR | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70809 | 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 | 201684047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLAUGHLIN FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN MCLAUGHLIN II | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCLA | BusinessNameControlTxt |
| Phone | 8502303881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 GRAND HERON DRIVE | AddressLine1 |
| City | PANAMA CITY BEACH | City |
| State | FL | State |
| ZIP Code | 32407 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MCLAUGHLIN II | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 8502303881 | PhoneNum |
| Signature | 2014-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L GAGNET | PreparerPersonNm |
| PTIN | P00158533 | PTIN |
| Phone | 2259284770 | 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 | $1,561,348 | 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 | $1,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $59,508 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,508 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,508 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $59,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,967 | CashBOYAmt |
| Cash EOY | $41,113 | CashEOYAmt |
| Cash EOYFMV | $41,113 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $199,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,010 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,521,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,271,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,271,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,813,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,561,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,561,348 | 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 | $1,813,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,561,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,813,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,561,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,813,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,561,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,813,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,373 | OtherIncreasesAmt |
| Subtotal | $1,605,516 | SubtotalAmt |
| Other Decreases | $44,168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,561,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GULF COAST B&TC NEW ORLEANS CD | P | 2009-12-14 | 2013-12-23 | $100,000 | $100,000 | $0 | $0 |
| MERCANTILE BANK MI | P | 2010-08-09 | 2013-08-26 | $99,000 | $99,946 | -$946 | -$946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$946 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $212,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,799,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $172,433 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,926,264 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,542 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,549,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,193,216 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,241,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066749 | DistributionYr5Rt |
| Total Distribution | 0.475296 | TotalDistributionRt |
| Average Distribution | 0.095059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,596,248 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $151,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $595 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,333 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,721 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,469 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,469 | TotalPaymentsAndCreditsAmt |
| Overpayment | $874 | OverpaymentAmt |
| Applied To ES Tax | $874 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | SHARON MCLAUGHLIN | IndividualWithBooksNm |
| Phone | 8502303881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 GRAND HERON DR | AddressLine1 |
| City | PANAMA CITY BEACH | City |
| State | FL | State |
| ZIP Code | 32407 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W MCLAUGHLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 GRAND HERON DRIVE | AddressLine1 |
| City | PANAMA CITY BEACH | City |
| State | FL | State |
| ZIP Code | 32407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,620,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,620,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,620,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,596,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $595 | TotalTaxAmt |
| Distributable Before Adj | $79,217 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,217 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,721 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,721 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $595 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,126 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,438 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $172,433 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $212,989 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $739,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,721 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,504 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $876,803 | 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 | $82,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $793,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,438 | ExcessFromYear4Amt |
| Excess From Year3 | $135,542 | ExcessFromYear3Amt |
| Excess From Year2 | $172,433 | ExcessFromYear2Amt |
| Excess From Year1 | $212,989 | ExcessFromYear1Amt |
| Excess From Current Year | $137,504 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W MCLAUGHLIN | ContributingManagerNm |
| Shareholder Manager | JOHN W MCLAUGHLIN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHGATE CHURCH | |||||||||||
| 1 WHITE RIVER EXCHANGE | OCHO RIOS | JAMAICA | JM | NONE | 501(C)3 | CHARITABLE | $3,600 | ||||
| THE NAVIGATORS | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $300 | BOX 6000 | COLORADO SPRINGS | CO | 809346000 | ||||
| WAY-FM | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $860 | 5475 TECH CENTER DRIVE | COLORADO SPRINGS | CO | 80919 | ||||
| JENTZEN FRANKLIN | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,000 | P O BOX 315 | GAINESVILLE | GA | 30503 | ||||
| BRIGHTPOINT FOR CHILDREN | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $468 | 2872 JOHNSON FERRY RD STE 250 | MARIETTA | GA | 30062 | ||||
| BRITTANY STROM FOUNDATION | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,800 | 3037 OLD CHARLESTON RD | SALUDA | SC | 29138 | ||||
| CALVARY BAPTIST FOUNDATION OF INDIA | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $17,200 | P O BOX 9649 | NEW IBERIA | LA | 70562 | ||||
| CAMP TRACEY CHILDREN'S HOME | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,200 | 1051 ARLINGTON ROAD | JACKSONVILLE | FL | 32407 | ||||
| CENTRAL BAPTIST | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $6,000 | 1104 BALBOA AVE | PANAMA CITY | FL | 32401 | ||||
| DAYSTAR BAPTIST MINISTRY | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $3,600 | P O BOX 1193 | BARBOURSVILLE | WV | 25504 | ||||
| DISCOVERING THE JEWISH JESUS | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $10,000 | P O BOX 777 | BLISSFIELD | MI | 49228 | ||||
| EZRA INTERNATIONAL | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $4,650 | P O BOX 120926 | CLERMONT | FL | 34712 | ||||
| FAMILY LIFE RADIO | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,500 | P O BOX 35300 | TUCSON | AZ | 85740 | ||||
| FISHERMEN FOR JESUS MINISTRIES | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $2,400 | 5402 HWY 49 SO | HATTIESBURG | MS | 39401 | ||||
| FOOD FOR THE HUNGRY CHILDREN | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $400 | 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | ||||
| GULF BEACH BAPTIST CHURCH | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $8,400 | 10620 HUTCHISON BLVD | PANAMA CITY | FL | 32407 | ||||
| HARVEST VINEYARD | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,200 | P O BOX 1685 | CRESTVIEW | FL | 32536 | ||||
| INDIAN MINISTRIES OF NORTH AMERICA | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $12,000 | P O BOX 3472 | CLEVELAND | TN | 37320 | ||||
| INSPIRATION MINISTRIES | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $3,510 | P O BOX 7750 | CHARLOTTE | NC | 28241 | ||||
| LIFE OUTREACH INTERNATIONAL | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $13,536 | P O BOX 982000 | FORT WORTH | TX | 76182 | ||||
| MERCY CHURCH | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $12,000 | 4520 SOUTH SHERWOOD FOREST BLVD | BATON ROUGE | LA | 70816 | ||||
| PRAYER HOUSE ASSEMBLY OF GOD | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,200 | 1525-24TH AVENUE | KENOSHA | WI | 53140 | ||||
| NORTHSTAR CHURCH | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $12,597 | 2355 ST ANDREWS BLVD | PANAMA CITY | FL | 32407 | ||||
| PALMER MINISTRIES | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $8,200 | 1908 CHAMMAN DR | MESQUITE | TX | 75149 | ||||
| MEADOWBROOK BAPTIST CHURCH | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,800 | 2525 RAINBOW DRIVE | GADSDEN | AL | 35901 | ||||
| POINT LOOKOUT | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $3,600 | 60 FREEPORT AVE | POINT LOOKOUT | NY | 11569 | ||||
| PREGNANCY RESOURCE CENTER OF PANAMA CITY | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $12,000 | 745 GRACE AVENUE | PANAMA CITY | FL | 32401 | ||||
| ROLOFF EVANGELISTIC ENTERPRISES | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $4,800 | P O BOX 1177 | CORPUS CHRISTI | TX | 78403 | ||||
| SCORE INTERNATIONAL | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $19,200 | P O BOX 9994 | CHATTANOOGA | TN | 37412 | ||||
| SIBLEY MISSIONARY BAPTIST CHURCH | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $4,800 | P O BOX 407 | SIBLEY | LA | 71073 | ||||
| TRANS RUSSIA MISSIONS | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $13,100 | P O BOX 908951 | GAINESVILLE | GA | 30501 | ||||
| VOICE OF EVANGELISM | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $25,000 | P O BOX 3595 | CLEVELAND | TN | 37320 | ||||
| VOICES OF THE MARTYRS | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $3,600 | P O BOX 443 | BARTLESVILLE | OK | 74005 | ||||
| WORD OF LIFE FELLOWSHIP | |||||||||||
| NONE | 501(C)3 | CHARITABLE | $1,200 | PO BOX 600 | SCHROON LAKE | NY | 12870 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,721 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,562 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,562 | 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) |
|---|---|---|
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION TO APPLY ANY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO ANY REMAINING UNDISTRIBUTED INCOME FROM YEARS PRIOR TO 2008. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION TO TREAT ANY EXCESS 2010 QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PIONEER ST INCOME FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,271,225 | BookValueAmt |
| EOYFMV | $1,271,225 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE TO NET ASSETS | Description |
| Amount | $44,168 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $0 | $0 |
| INSURANCE | $59,016 | $0 | $0 |
| LICENSE RENEWAL | $61 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $8,373 | Amount |
Comments