W PAUL HOENLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- W PAUL HOENLE FOUNDATION INC (EIN 38-3385672)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-04-12
- IRS object ID
- 201341039349100404
- Schema version
- 2011v1.5
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-12T13:55:13-07:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ChristopherSmithLeonard Etal | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 3rd Ave W Suite 700 | AddressLine1 |
| City | Bradenton | City |
| State | FL | State |
| ZIP Code | 34205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383385672 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W Paul Hoenle Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WPAU | NameControl |
| Phone | 9413461280 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Road | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34242 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W Paul Hoenle | Name |
| Title | Chairman | Title |
| Date Signed | 2013-04-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa K Bristow | Name |
| Phone | 9417481040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 3447881 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 170000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1250 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1250 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 36666 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 36666 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10100 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10100 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10100 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 218016 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48016 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 875 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 875 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 836 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2586 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 875 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 875 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 173000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 173000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 175586 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 875 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 173875 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 42430 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 47141 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2024482 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2057662 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2057662 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1360 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1360 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 24631 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 24674 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 25019 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 511550 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 511439 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 786823 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 609775 | InvestmentsOtherBOY |
| Investments Other EOY | 617733 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 577017 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3170438 | TotalAssetsBOY |
| Total Assets EOY | 3212868 | TotalAssetsEOY |
| Total Assets EOYFMV | 3447881 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3170438 | RetainedEarningsBOY |
| Retained Earnings EOY | 3212868 | RetainedEarningsEOY |
| Total Net Assets BOY | 3170438 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3212868 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3170438 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3212868 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3170438 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 42430 | ExcessOfRevenueOverExpenses |
| Subtotal | 3212868 | Subtotal |
| Total Net Assets Fund Balances EOY | 3212868 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 10100 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10100 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 164338 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3368955 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04878 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 179580 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3239179 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05544 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 154352 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3597873 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04290 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 166422 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3341882 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04980 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 169880 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3412394 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04978 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24670 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04934 | AverageDistributionRatio |
| Net Noncharitable Assets | 3482569 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 171833 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 471 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 172304 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 173875 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 471 | InvestmentIncomeExciseTax |
| Subtotal | 471 | Subtotal |
| Tax Based On Investment Income | 471 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 244 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 244 | TotalCreditsAndPayments |
| Tax Due | 227 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W Paul Hoenle | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9417475566 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Rd | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 342422717 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | W PAUL HOENLE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 MIDNIGHT PASS ROAD | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 342422717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Chairman | Title |
| Avg Hours Per Wk Devoted To Position | 10.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3363909 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 171694 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3535603 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3535603 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53034 | CashDeemedCharitable |
| Net Noncharitable Assets | 3482569 | NetNoncharitableAssets |
| Minimum Investment Return | 174128 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 174128 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 471 | TaxBasedOnInvestmentIncome |
| Total Tax | 471 | TotalTax |
| Distributable Amount Before Adj | 173657 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 173657 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 173657 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 173875 | ExpensesAndContributions |
| Qualifying Distributions | 173875 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 471 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 173404 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 173657 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 10755 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10755 | TotalExcessDistriCarryover |
| Qualifying Distributions | 173875 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 173657 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 218 | RemainingDistriFromCorpus |
| Total Corpus | 10973 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 10973 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 10755 | ExcessFromYear1 |
| Excess From Current Year | 218 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W PAUL HOENLE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | W Paul Hoenle | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 Midnight Pass Rd | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34242 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9417475566 | RecipientPhoneNumber |
| Form And Info And Materials | No special form. Written request accompanied by copy of organization's 501(c)(3) IRS determination letter. | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Cardinal Mooney High School Endowme | |||||||
| 4171 Fruitville Rd | Sarasota | FL | 34232 | N/A | 501(c)3 | General Fund | $5,000 |
| Meels on Wheels Plus of Manatee Inc | |||||||
| 811 23rd Ave E | Bradenton | FL | 34208 | N/A | 501(c)3 | General Fund | $2,000 |
| University of South Florida Foundat | |||||||
| 4202 East Fowler Avenue | Tampa | FL | 33620 | N/A | 501(c)3 | General Fund | $2,000 |
| Humane Society Manatee County | |||||||
| 2515 Tamiami Trail | Bradenton | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $1,000 |
| PACE CENTER FOR GIRLS | |||||||
| 3508 269TH STREET WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $5,000 |
| COMMUNITY COALITION FOR THE HOMELES | |||||||
| 701 17TH AVE WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $10,000 |
| LITERACY COUNCIL OF SARASOTA | |||||||
| 1750 17TH ST D | SARASOTA | FL | 34234 | N/A | 501(c)3 | GENERAL FUND | $5,000 |
| SARASOTA ORCHESTRA | |||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | N/A | 501(c)3 | GENERAL FUND | $2,000 |
| SALVATION ARMY OF MANATEE | |||||||
| 1204 14TH STREET WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | GENERAL FUND | $20,000 |
| Rotary Club Foundation of LWR | |||||||
| PO BOX 1117 | Bradenton | FL | 34206 | N/A | 501(c)3 | General Fund | $1,000 |
| Mental Health Community Center | |||||||
| 240 S TUTTLE AVE B | SARASOTA | FL | 34237 | N/A | 501(c)3 | General Fund | $10,000 |
| FAMILY PARTNERSHIP CENTER | |||||||
| 918 TAMIAMI TRL | BRADENTON | FL | 34205 | N/A | 501(c)3 | General Fund | $10,000 |
| SARASOTA OPERA ENDOWMENT | |||||||
| 61 NORTH PINEAPPLE AVE | SARASOTA | FL | 34236 | N/A | 501(c)3 | General Fund | $5,000 |
| ST STEPHENS ENDOWMENT | |||||||
| 315 41ST STREET WEST | BRADENTON | FL | 34209 | N/A | 501(c)3 | General Fund | $50,000 |
| SOUTH FLORIDA MUSEUM | |||||||
| 201 10TH STREET WEST | BRADENTON | FL | 34205 | N/A | 501(c)3 | General Fund | $5,000 |
| MOFFITT CANCER FOUNDATION | |||||||
| 1092 MAGNOLIA DRIVE | TAMPA | FL | 33612 | N/A | 501(c)3 | General Fund | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 173000 | 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 | $1,250 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,666 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,100 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,016 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48016 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | Ursula Heitmann | 7887 MIDNIGHT PASS ROAD | SARASOTA | FL | 342422717 | 20000 | X |
| 1 | W PAUL HOENLE | 7887 MIDNIGHT PASS ROAD | SARASOTA | FL | 342422717 | 150000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $1,750 | Amount |
| Net Investment Income | 875 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 875 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (26 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PHILLIPS 66 COM - 140 SHS | 847 | 7332 |
| FRONTIER COMM CORP- 191 SHS | 1740 | 919 |
| FAIRPOINT COMMUNICATIONS, INC - 15SHS | 136 | |
| CVS CAREMARK CORP - 1248 SHS | 49556 | 58044 |
| WEYERHAEUSER - 810 SHS | 22546 | 22324 |
| VERIZON COMMUNICATIONS - 799 SHS | 32161 | 35252 |
| TRANSOCEAN INC - 70 SHS | 6161 | 3234 |
| STRYKER CORP - 200 SHS | 4519 | 21664 |
| SCHLUMBERGER - 1,000 SHS | 34370 | 71620 |
| PROCTER & GAMBLE - 117 SHS | 7688 | 8170 |
| PFIZER INC - 2,062 SHS | 52875 | 51591 |
| PEPSICO INC - 300 SHS | 15154 | 21063 |
| MC GRAW HILL - 600 SHS | 18730 | 31866 |
| LOWES COMPANIES - 300 SHS | 27725 | 51392 |
| INTUIT INC - 100 SHS | 4615 | 11982 |
| INTL BUSINESS MACH - 210 SHS | 25883 | 39915 |
| INTEL CORP - 800 SHS | 23925 | 15652 |
| HEWLETT PACKARD - 379 SHS | 20080 | 4923 |
| GENERALELECTRIC - 195 SHS | 5548 | 4120 |
| FORD MOTOR CO - 174 SHS | 2700 | 1992 |
| EXXON MOBIL - 1,452 SHS | 65068 | 127979 |
| COSTCO WHOLESALE - 1,340 SHS | 60468 | 139253 |
| CONOCOPHILLIPS - 280 SHS | 7373 | 15943 |
| COLGATE PALMOLIVE - 250 SHS | 14750 | 27125 |
| CHEVRON CORP - 120 SHS | 5316 | 12683 |
| AT&T INC - 30 SHS | 1505 | 785 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 24674 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 25019 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MS MID CAP GROWTH H (MSKHX) | AT COST | 15015 | 25808 |
| PIMCO TOTAL RETURN CLASS D | AT COST | 106005 | 112863 |
| FIDELITY STRATEGIC INCOME | AT COST | 105318 | 112195 |
| FIDELITY TOTAL BOND | AT COST | 106885 | 112717 |
| FIDELITY GNMA FUND | AT COST | 106382 | 109042 |
| INVESCO GLOBAL CORE - 8,240.056 SHS | AT COST | 178128 | 104392 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 Excise Tax Payment | Category |
| Amount | $836 | Amount |
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