MANTZ FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MANTZ FOUNDATION INC (EIN 20-1593416)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201201299349100705
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T07:33:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN M CONDON CPA | Name |
| Phone | 7278236500 | Phone |
| Date Prepared | 2012-04-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 298070 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 61 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 6600 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6600 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -373 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 50787 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1399 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6289 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7999 | TotalNetInvestmentIncome |
| 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 | 216 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 168 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4191 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3168 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42052 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42052 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 46243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3168 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42052 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39954 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4831 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3140 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3605 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3605 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 365712 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 325341 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 294116 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 397 | OtherAssetsBOY |
| Other Assets EOY | 349 | OtherAssetsEOY |
| Other Assets EOYFMV | 349 | OtherAssetsEOYFMV |
| Total Assets BOY | 369249 | TotalAssetsBOY |
| Total Assets EOY | 329295 | TotalAssetsEOY |
| Total Assets EOYFMV | 298070 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 369249 | UnrestrictedBOY |
| Unrestricted EOY | 329295 | UnrestrictedEOY |
| Total Net Assets BOY | 369249 | TotalNetAssetsBOY |
| Total Net Assets EOY | 329295 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 369249 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 329295 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 369249 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39954 | ExcessOfRevenueOverExpenses |
| Subtotal | 329295 | Subtotal |
| Total Net Assets Fund Balances EOY | 329295 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1399 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44291 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 338342 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.130906 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21752 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 294713 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073807 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23084 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 406720 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056756 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16971 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 326492 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051980 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14398 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 275577 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052247 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.365696 | TotalDistributionRatio |
| Average Distribution Ratio | 0.073139 | AverageDistributionRatio |
| Net Noncharitable Assets | 342838 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25075 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 48 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25123 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42052 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 48 | InvestmentIncomeExciseTax |
| Subtotal | 48 | Subtotal |
| Tax Based On Investment Income | 48 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 397 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 397 | TotalCreditsAndPayments |
| Overpayment | 349 | Overpayment |
| Amount Credited To Next Year | 349 | 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 | 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 Person Name | RUSSELL AG 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 |
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 |
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 | 42052 | 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 | 337365 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10694 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 348059 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 348059 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5221 | CashDeemedCharitable |
| Net Noncharitable Assets | 342838 | NetNoncharitableAssets |
| Minimum Investment Return | 17142 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17142 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 48 | TaxBasedOnInvestmentIncome |
| Total Tax | 48 | TotalTax |
| Distributable Amount Before Adj | 17094 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 17094 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 17094 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42052 | ExpensesAndContributions |
| Qualifying Distributions | 42052 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 48 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42004 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17094 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 823 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1704 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2884 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7074 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 27468 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 39953 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42052 | QualifyingDistributions |
| Applied To Current Year | 17094 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24958 | RemainingDistriFromCorpus |
| Total Corpus | 64911 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 823 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 64088 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1704 | ExcessFromYear4 |
| Excess From Year3 | 2884 | ExcessFromYear3 |
| Excess From Year2 | 7074 | ExcessFromYear2 |
| Excess From Year1 | 27468 | ExcessFromYear1 |
| Excess From Current Year | 24958 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELL AG MANTZ | ContributingManager |
| Contributing Manager | JEANNE MAY MANTZ | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RUSSELL AG 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 (10 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 | $1,500 |
| 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 | $4,000 |
| FEED THE CHILDREN | |||||||||
| FEED THE CHILDREN | PO BOX 36 | PO BOX 36 | OKLAHOMA CITY | OK | 73101 | NONE | 501(C)(3) | EMERGENCY DISASTER RELIEF FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42052 | 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 | $6,600 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$373 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,228 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6228 | 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 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| How Acquired | PURCHASE | HowAcquired |
| Gross Sales Price | 49388 | GrossSalesPrice |
| Basis | 51160 | Basis |
| Total Net | -1772 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| DFA EMERGING MKTS | 5861 | 8686 |
| DFA INTL SMALL CO | 10735 | 10672 |
| DFA INTL VALUE III | 27912 | 27247 |
| DFA LARGE CAP VALUE III | 79641 | 70986 |
| VANGUARD REIT INDEX SIGNAL | 15910 | 15783 |
| DFA US SMALL CAP FUND | 31325 | 30513 |
| DFA US SMALL CAP VALUE FUND | 34822 | 30379 |
| VANGUARD TOTAL STOCK MKT SIGNAL | 62028 | 55621 |
| DFA EMERGING MKTS CORE FUND | 13500 | 12961 |
| DFA INTL SMALL CAP VALUE FUND | 22500 | 14644 |
| VANGUARD DEVELOPED MARKETS | 21107 | 16624 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID FEDERAL EXCISE TAX | Description |
| BOY Book Value | 397 | BOYBookValue |
| EOY Book Value | 349 | EOYBookValue |
| EOYFMV | 349 | 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 | $48 | |
| FOREIGN TAXES WITHHELD FROM DIVI | $107 | 107 |
| STATE ANNUAL REPORT | $61 | 61 |
Comments