BEAR FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEAR FAMILY FOUNDATION INC (EIN 75-3064392)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349100503
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T07:27:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581673613 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 CUMBERLAND BOULEVARD 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30339 | 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 | 753064392 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEAR FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAR | NameControl |
| Phone | 8504329368 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 32505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BELLE Y BEAR | Name |
| Title | VICE CHAIRMAN | Title |
| Phone | 8504329368 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY G SCHAFFER | Name |
| PTIN | P01417397 | PTIN |
| Phone | 7703962200 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2454244 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8698 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8698 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 63980 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 63980 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 44384 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 616551 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 44384 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 117062 | TotalRevenueAndExpenses |
| Total Net Investment Income | 117062 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 695 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 695 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15612 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15612 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16307 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16307 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 67252 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 67252 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 83559 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16307 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67252 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 33503 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100755 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 994614 | CashBOY |
| Cash EOY | 56858 | CashEOY |
| Cash EOYFMV | 56858 | CashEOYFMV |
| Investments Corp Stock BOY | 1111863 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2083184 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2397386 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2106477 | TotalAssetsBOY |
| Total Assets EOY | 2140042 | TotalAssetsEOY |
| Total Assets EOYFMV | 2454244 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2106477 | RetainedEarningsBOY |
| Retained Earnings EOY | 2140042 | RetainedEarningsEOY |
| Total Net Assets BOY | 2106477 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2140042 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2106477 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2140042 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2106477 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 33503 | ExcessOfRevenueOverExpenses |
| Other Increases | 62 | OtherIncreases |
| Subtotal | 2140042 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2140042 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES [8669] - SEE STATEMENT A | P | 2012-12-31 | 2012-12-31 | 23701 | 17403 | 6298 | 6298 |
| RAYMOND JAMES [8669] - SEE STATEMENT A | P | 2012-12-31 | 2012-12-31 | 36761 | 15595 | 21166 | 21166 |
| RAYMOND JAMES [8674] - SEE STATEMENT B | P | 2012-12-31 | 2012-12-31 | 83671 | 77049 | 6622 | 6622 |
| RAYMOND JAMES [8674] - SEE STATEMENT B | P | 2012-12-31 | 2012-12-31 | 71873 | 56211 | 15662 | 15662 |
| RAYMOND JAMES [4580] - SEE STATEMENT C | P | 2012-12-31 | 2012-12-31 | 21535 | 21792 | -257 | -257 |
| RAYMOND JAMES [7895] - SEE STATEMENT D | P | 2012-12-31 | 2012-12-31 | 132863 | 140773 | -7910 | -7910 |
| RAYMOND JAMES [7895] - SEE STATEMENT D | P | 2012-12-31 | 2012-12-31 | 153097 | 157491 | -4394 | -4394 |
| RAYMOND JAMES [0653] - SEE STATEMENT E | P | 2012-12-31 | 2012-12-31 | 34421 | 37381 | -2960 | -2960 |
| RAYMOND JAMES [0653] - SEE STATEMENT E | P | 2012-12-31 | 2012-12-31 | 36592 | 31767 | 4825 | 4825 |
| RAYMOND JAMES [0653] - SEE STATEMENT E | P | 2012-12-31 | 2012-12-31 | 23 | 23 | 0 | 0 |
| PIMCO HIGHYIELD FUND 833.333 SHS | P | 2012-01-06 | 2012-12-03 | 7980 | 7544 | 436 | 436 |
| ISHARES TR BARCLAYS 7-10 YR 55 SHS | P | 2005-03-24 | 2012-12-03 | 5959 | 4569 | 1390 | 1390 |
| ISHARES TR RUSSELL 1000 VAL 70 SHS | P | 2005-03-24 | 2012-12-03 | 5014 | 4569 | 445 | 445 |
| CAPITAL GAINS DIVIDENDS | P | 3061 | 3061 | 3061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 44384 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57714 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1367543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042203 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 49915 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1173443 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042537 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58980 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1004910 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058692 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 68174 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1193121 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057139 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 63476 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1391701 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045610 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246181 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049236 | AverageDistributionRatio |
| Net Noncharitable Assets | 2372462 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 116811 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1008 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 117819 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67252 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2015 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2015 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2015 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Tax Due | 815 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LEWIS BEAR JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8504329368 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 ENTERPRISE DRIVE | AddressLine1 |
| City | PENSACOLA | City |
| State | FL | State |
| ZIP Code | 32505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEWIS BEAR JR | ||||||||
| 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | CHAIRMAN | 0.00 | 0 | 0 | 0 |
| BELLE Y BEAR | ||||||||
| 72 HIGHPOINT DRIVE | GULF BREEZE | FL | 32561 | VICE CHAIRMAN | 0.00 | 0 | 0 | 0 |
| CINDI BEAR BONNER | ||||||||
| 2454 SEMUR ROAD | PENSACOLA | FL | 32503 | SECRETARY | 0.00 | 0 | 0 | 0 |
| LEWIS BEAR III | ||||||||
| 4045 CONNELL DRIVE | PENSACOLA | FL | 32503 | TREASURER | 0.00 | 0 | 0 | 0 |
| DAVID M BEAR | ||||||||
| 885 TANGLEWOOD DRIVE | PENSACOLA | FL | 32503 | ASSIST SECRETARY/TREASURER | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2280186 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 128405 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2408591 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2408591 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36129 | CashDeemedCharitable |
| Net Noncharitable Assets | 2372462 | NetNoncharitableAssets |
| Minimum Investment Return | 118623 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118623 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2015 | TaxBasedOnInvestmentIncome |
| Total Tax | 2015 | TotalTax |
| Distributable Amount Before Adj | 116608 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 116608 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 116608 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67252 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 67252 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 67252 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116608 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 67252 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67252 | QualifyingDistributions |
| Applied To Year1 | 67252 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 116608 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEWIS BEAR JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FAMILY SERVICES CENTER | |||||||
| 1901 NORTH PALAFOX STREET | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ARC GATEWAY FOUNDATION | |||||||
| 3932 NORTH TENTH AVENUE | PENSACOLA | FL | 32503 | NONE | PUBLIC CHARITY | CHARITABLE | $8,001 |
| BIG BROTHERS BIG SISTERS OF NW FLORIDA | |||||||
| 1149 CREIGHTON ROAD SUITE 1 | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $5,501 |
| CHAIN REACTION | |||||||
| 840 WEST MORENO STREET | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CHORAL SOCIETY OF PENSACOLA | |||||||
| 1000 COLLEGE BLVD ROOM 803 | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| CREATIVE LEARNING ACADEMY | |||||||
| 3151 HYDE PARK RD | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PENSACOLA CHILDREN'S CHORUS | |||||||
| 46 EAST CHASE STREET | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BLACKWATER RIVER FOUNDATION INC | |||||||
| 4966 HENRY STREET | MILTON | FL | 32530 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| AFRICAN AMERICAN HERITAGE SOCIETY INC | |||||||
| 200 E CHURCH ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $5,250 |
| CHILDREN'S HOME SOCIETY OF FLORIDA | |||||||
| 1485 S SEMORAN BLVD SUITE 1448 | WINTER PARK | FL | 32792 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| PACE CENTER FOR GIRLS | |||||||
| 1201 COLLEGE BLVD | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $12,500 |
| FAVOR HOUSE OF NORTHWEST FLORIDA INC | |||||||
| 2001 W BLOUNT ST | PENSACOLA | FL | 32501 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PENSACOLA SYMPHONY ORCHESTRA GUILD | |||||||
| 205 E ZARAGOZA ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PENSACOLA SYMPHONY ORCHESTRA | |||||||
| 205 E ZARAGOZA ST | PENSACOLA | FL | 32502 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CORDOVA PARK ELEMENTARY SCHOOL | |||||||
| 75 N PACE BLVD | PENSACOLA | FL | 32505 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SACRED HEART FOUNDATION | |||||||
| 5151 N NINTH AVE | PENSACOLA | FL | 32504 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SOUTHEASTERN DIABETES EDUCATION SERVICES INC | |||||||
| 500 CHASE PARK S 104 | HOOVER | AL | 35244 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 67252 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,698 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $63,980 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $44,384 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $117,062 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 117062 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | RAYMOND JAMES | NameOfStock |
| EOY Book Value | 2083184 | EOYBookValue |
| EOYFMV | 2397386 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 15612 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15612 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCES | Description |
| Amount | $62 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $695 | Amount |
| Net Investment Income | 695 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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