MANTZ FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MANTZ FOUNDATION INC (EIN 20-1593416)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349101780
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T14:05:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRAWN MARSHALL CUNNINGHAM CONDON SWEAT | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SECOND AVE NE SUITE 1600 | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 33701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201593416 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANTZ FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MANT | NameControl |
| Phone | 7273275449 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 PELHAM ROAD | AddressLine1 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 337103362 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL AG MANTZ | Name |
| Title | PRESIDENT | Title |
| Phone | 7273275449 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN M CONDON CPA | Name |
| Phone | 7278236500 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1506176 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1200741 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 7105 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7105 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1765 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 354455 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4040 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1209612 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11145 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 937 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 975 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 3000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 251 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 171 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5163 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3171 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50052 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50052 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 55215 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3171 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50052 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1154397 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7974 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3605 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 62193 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 62193 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 325341 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1421230 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1443714 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 349 | OtherAssetsBOY |
| Other Assets EOY | 269 | OtherAssetsEOY |
| Other Assets EOYFMV | 269 | OtherAssetsEOYFMV |
| Total Assets BOY | 329295 | TotalAssetsBOY |
| Total Assets EOY | 1483692 | TotalAssetsEOY |
| Total Assets EOYFMV | 1506176 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 329295 | UnrestrictedBOY |
| Unrestricted EOY | 1483692 | UnrestrictedEOY |
| Total Net Assets BOY | 329295 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1483692 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 329295 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1483692 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 329295 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1154397 | ExcessOfRevenueOverExpenses |
| Subtotal | 1483692 | Subtotal |
| Total Net Assets Fund Balances EOY | 1483692 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4040 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42004 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 342838 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.122519 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44291 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 338342 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.130906 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21752 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 294713 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073807 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23084 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 406720 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056756 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16971 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 326492 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051980 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.435968 | TotalDistributionRatio |
| Average Distribution Ratio | 0.087194 | AverageDistributionRatio |
| Net Noncharitable Assets | 395150 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34455 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 80 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34535 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50052 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 80 | InvestmentIncomeExciseTax |
| Subtotal | 80 | Subtotal |
| Tax Based On Investment Income | 80 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 349 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 349 | TotalCreditsAndPayments |
| Overpayment | 269 | Overpayment |
| Amount Credited To Next Year | 269 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | JEANNE MANTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7273275449 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 PELHAM ROAD NORTH | AddressLine1 |
| Address Line2 | 2200 PELHAM ROAD NORTH | AddressLine2 |
| City | ST PETERSBURG | City |
| State | FL | State |
| ZIP Code | 337103662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RUSSELL AG MANTZ | ||||||||
| 2200 PELHAM ROAD NORTH | ST PETERSBURG FL | FL | 33710 | PRESIDENT/DI | 1.00 | 0 | 0 | 0 |
| JEANNE MAY MANTZ | ||||||||
| 2200 PELHAM ROAD NORTH | ST PETERSBURG FL | FL | 33710 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LYNN HEADY | ||||||||
| 4600 10TH AVENUE NORTH | ST PETERSBURG FL | FL | 33713 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO QUALIFYING ORGANIZATION. SEE ATTACHED LIST. | Description1 |
| Expenses1 | 52052 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 386421 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14747 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 401168 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 401168 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6018 | CashDeemedCharitable |
| Net Noncharitable Assets | 395150 | NetNoncharitableAssets |
| Minimum Investment Return | 19758 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19758 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 80 | TaxBasedOnInvestmentIncome |
| Total Tax | 80 | TotalTax |
| Distributable Amount Before Adj | 19678 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 19678 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 19678 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50052 | ExpensesAndContributions |
| Qualifying Distributions | 50052 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 80 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49972 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19678 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1704 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2884 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7074 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 27468 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24958 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 64088 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50052 | QualifyingDistributions |
| Applied To Current Year | 19678 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30374 | RemainingDistriFromCorpus |
| Total Corpus | 94462 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1704 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 92758 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2884 | ExcessFromYear4 |
| Excess From Year3 | 7074 | ExcessFromYear3 |
| Excess From Year2 | 27468 | ExcessFromYear2 |
| Excess From Year1 | 24958 | ExcessFromYear1 |
| Excess From Current Year | 30374 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELL AG MANTZ | ContributingManager |
| Contributing Manager | JEANNE MAY MANTZ | ContributingManager |
| Contributing Manager | RUSSELL MANTZ ESTATE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JEANNE MANTZ | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 PELHAM ROAD NORTH | AddressLine1 |
| City | ST PETERSBURG FL | City |
| State | FL | State |
| ZIP Code | 33701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7273275449 | RecipientPhoneNumber |
| Form And Info And Materials | ALL INFORMATION CONCERNING PAST PERFORMANCE AND PROPOSED USE OF REQUESTED CONTRIBUTION, GRANT, GIFT ETC. | FormAndInfoAndMaterials |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | THERE ARE NO SUCH RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| CHILD FUND INTERNATIONAL | |||||||||
| CHILD FUND INTERNATIONAL | 2821 EMERYWOOD PKWY | 2821 EMERYWOOD PKWY | RICHMOND | VA | 23294 | NONE | 501(C)(3) | HELP NEEDY CHILDREN | $1,552 |
| FISHER HOUSE FOUNDATION | |||||||||
| FISHER HOUSE FOUNDATION INC | 111 ROCKVILLE PIKE 420 | 111 ROCKSVILLE PIKE 420 | ROCKVILLE | MD | 20850 | NONE | 501(C)(3) | AID TO FAMILIES OF HOSPITALIZED MILI | $2,000 |
| GRACE LUTHERAN CHURCH | |||||||||
| GRACE LUTHERAN SCHOOL | 4301 16TH ST N | 4301 16TH ST N | ST PETERSBURG | FL | 33703 | NONE | CHURCH | YOUTH EDUCATION | $11,500 |
| METROPOLITAN MINISTRIES | |||||||||
| METROPOLITAN MINISTRIES | 2002 NORTH FLORIDA AVE | 2002 NORTH FLORIDA AVE | TAMPA | FL | 33602 | NONE | 501(C)(3) | HELP POOR AND HOMELESS FAMILIES | $2,000 |
| MONTREAT PRESBY CHURCH | |||||||||
| MONTREAT PRESBYTERIAN CHURCH | 396 GENEVA PL | 396 GENEVA PL | MONTREAT | NC | 28757 | NONE | CHURCH | BOLIVIAN MISSIONARIES | $5,000 |
| CHILDREN'S HOSPITAL BOSTO | |||||||||
| CHILDREN'S HOSPITAL BOSTON | 300 LONGWOOD AVE | 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | 501(C)(3) | OMS RESEARCH | $20,000 |
| ST PETERSBURG FREE CLINIC | |||||||||
| ST PETERSBURG FREE CLINIC | 863 3RD AVE N | 863 3RD AVE N | ST PETERSBURG | FL | 33701 | NONE | 501(C)(3) | HEALTHCARE FOR NEEDY | $2,500 |
| SALVATION ARMY | |||||||||
| SALVATION ARMY | 340 14TH AVE S | 340 14TH AVE S | ST PETERSBURG | FL | 33701 | NONE | 501(C)(3) | FOOD & SHELTER FOR NEEDY INDIVIDUALS | $2,500 |
| SHRINERS HOSP FOR CHILDRE | |||||||||
| SHRINERS HOSPITALS FOR CHILDERN | 12502 USF PINE DR | 12502 USF PINE DR | TAMPA | FL | 33612 | NONE | 501(C)(3) | HEALTH CARE FOR CHILDREN | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50052 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,105 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,765 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,871 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8871 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RUSSELL MANTZ ESTATE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 PELHAM ROAD N | AddressLine1 |
| City | ST PETERBURG | City |
| State | FL | State |
| ZIP Code | 33710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1200680 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | INDIVIDUAL RETIREMENT ACCOUNT | NoncashPropertyDescription |
| Fair Market Value | 1172978 | FairMarketValue |
| Date Received | 2012-12-27 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF PREPARATION | Category |
| Amount | $975 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| RUSSELL AG MANTZ |
| JEANNE MAY MANTZ |
| LYNN HEADY |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITES | PURCHASE | 68568 | 70197 | -1629 |
| PUBLICLY TRADED SECURITIES | DONATION | 281847 | 282493 | -646 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DFA EMERGING MKTS | ||
| DFA INTL SMALL CO | 68326 | 70349 |
| DFA INTL VALUE III | 140307 | 143521 |
| DFA LARGE CAP VALUE III | 280495 | 288753 |
| VANGUARD REIT INDEX SIGNAL | 68810 | 71368 |
| DFA US SMALL CAP FUND | 141296 | 145351 |
| DFA US SMALL CAP VALUE FUND | ||
| VANGUARD TOTAL STOCK MKT SIGNAL | 285282 | 288685 |
| DFA EMERGING MKTS CORE FUND | 112438 | 115876 |
| DFA INTL SMALL CAP VALUE FUND | 79771 | 74907 |
| VANGUARD DEVELOPED MARKETS | ||
| DFA US TARGETED VALUE | 143211 | 145249 |
| VANGUARD DEVEL MKTS ADMIRAL | 101294 | 99655 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES FOR MANAGEMENT | Category |
| Amount | $937 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL EXCISE TAX | Description |
| BOY Book Value | 349 | BOYBookValue |
| EOY Book Value | 269 | EOYBookValue |
| EOYFMV | 269 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX BASED ON INVESTMENT I | $80 | |
| FOREIGN TAXES WITHHELD FROM DIVI | $110 | 110 |
| STATE ANNUAL REPORT | $61 | 61 |
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