THE EDWARD AND GALE MCBRIDE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE EDWARD AND GALE MCBRIDE FOUNDATION INC (EIN 65-0170260)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-14
- IRS object ID
- 201121049349100502
- Schema version
- 2010v3.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-14T11:09:36-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILTSHIRE WHITLEY RICHARDSON ENGLISH PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5249 SUMMERLIN COMMONS BLVD SUITE 1 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650170260 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWARD J MC BRIDE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDWA | NameControl |
| Phone | 2399954611 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 9229 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GALE MCBRIDE | Name |
| Title | DIRECTOR | Title |
| Phone | 2399954611 | Phone |
| Date Signed | 2011-04-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA M HAWKINS | Name |
| Phone | 2393349191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 530992 | 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 | 109 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 109 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12621 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12621 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -531 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 30898 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12199 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12730 | 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 |
| Accounting Fees Rev And Expnss | 1685 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1685 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 169 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 61 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 157 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 157 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2011 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1903 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 62011 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1903 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -49812 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10827 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -3 | CashEOY |
| Cash EOYFMV | -3 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 63503 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 36304 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 36304 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 748 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 639 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 639 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 274391 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 260137 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 311677 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 186788 | InvestmentsOtherBOY |
| Investments Other EOY | 178541 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 182375 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1874 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1874 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 525430 | TotalAssetsBOY |
| Total Assets EOY | 475618 | TotalAssetsEOY |
| Total Assets EOYFMV | 530992 | 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 | 525430 | RetainedEarningsBOY |
| Retained Earnings EOY | 475618 | RetainedEarningsEOY |
| Total Net Assets BOY | 525430 | TotalNetAssetsBOY |
| Total Net Assets EOY | 475618 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 525430 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 475618 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 525430 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -49812 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 475618 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 475618 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| .1740 AMER CAP WRLD GRW & INC A | P | 2010-06-18 | 2010-11-03 | 6 | 6 | 0 | 0 |
| 25 AUTOMATIC DATA PROC | P | 1996-01-08 | 2010-06-15 | 1028 | 430 | 598 | 598 |
| 275 COMCAST CORP NEW CL A | P | 2002-12-26 | 2010-06-15 | 5036 | 4549 | 487 | 487 |
| 100 COMCAST CORP NEW CL A | P | 2002-12-26 | 2010-06-15 | 1831 | 1654 | 177 | 177 |
| 75 DISNEY (WALT) CO COM STK | P | 2002-12-26 | 2010-06-15 | 2565 | 1271 | 1294 | 1294 |
| 50 NORDSTROM INC | P | 1996-01-08 | 2010-06-15 | 1960 | 535 | 1425 | 1425 |
| 50 UNION PACIFIC CORP | P | 1996-01-08 | 2010-06-15 | 3687 | 1145 | 2542 | 2542 |
| 279 AMER CAP WRLD GRW & INC A | P | 2000-05-18 | 2010-11-03 | 9994 | 8242 | 1752 | 1752 |
| 100 TRANSOCEAN LTD | P | 2007-11-27 | 2010-06-15 | 4791 | 13597 | -8806 | -8806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -531 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46890 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 461795 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.101539 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36057 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 579130 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062261 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59019 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 726336 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081256 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 59340 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 681873 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.087025 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 657885 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045601 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.377682 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075536 | AverageDistributionRatio |
| Net Noncharitable Assets | 506126 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38231 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 108 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38339 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 108 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 108 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 108 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 747 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 747 | TotalCreditsAndPayments |
| Overpayment | 639 | Overpayment |
| Amount Credited To Next Year | 639 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | KAREN SKINNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2399954611 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9229 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33902 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GALE Y MCBRIDE | ||||||||
| 858 CAL COVE | FORT MYERS | FL | 33919 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DANIEL S MCBRIDE | ||||||||
| 858 CAL COVE | FORT MYERS | FL | 33919 | DIRECTOR | 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 | 468568 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45265 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 513833 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 513833 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7707 | CashDeemedCharitable |
| Net Noncharitable Assets | 506126 | NetNoncharitableAssets |
| Minimum Investment Return | 25306 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25306 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 108 | TaxBasedOnInvestmentIncome |
| Total Tax | 108 | TotalTax |
| Distributable Amount Before Adj | 25198 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 25198 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 25198 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 60000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 108 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 59892 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 25198 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 18706 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 60000 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 60000 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 36200 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 47000 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 221906 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 60000 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 25198 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 25198 | ExcessDistriCyovAppliedCY |
| Total Corpus | 256708 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 256708 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 53508 | ExcessFromYear4 |
| Excess From Year3 | 60000 | ExcessFromYear3 |
| Excess From Year2 | 36200 | ExcessFromYear2 |
| Excess From Year1 | 47000 | ExcessFromYear1 |
| Excess From Current Year | 60000 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GALE Y MCBRIDE | ContributingManager |
| Contributing Manager | DANIEL S MCBRIDE | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KAREN SKINNER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 880 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2393327998 | RecipientPhoneNumber |
| Form And Info And Materials | SIMPLE LETTER REQUEST OUTLINING CHARITABLE PURPOSE AND COPY OF IRS DETERMINATION LETTER FOR 501(C)(3) STATUS | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | UNIVERSITIES HOSPITALS AND OTHER SOCIAL WELFARE ORGANIZATIONS QUALIFYING UNDER IRS 501(C)(3) | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH SOUTH FL FOUNDATION | |||||||
| 6200 SW 73 STREET | SOUTH MIAMI | FL | 33143 | N/A | 501(C)(3) | EXEMPT FUNCTION | $25,000 |
| HIPPOCRATES HEALTH INSTITUTE | |||||||
| 1443 PALMDALE COURT | WEST PALM BEACH | FL | 33411 | N/A | 501(C)(3) | EXEMPT FUNCTION | $10,000 |
| TEMPLE JUDEA PRESCHOOL | |||||||
| 14486 A AND W BULB ROAD | FORT MYERS | FL | 33908 | N/A | 501(C)(3) | EXEMPT FUNCTION | $5,000 |
| DEDO OUTREACH INC | |||||||
| 14257 CONFETTI DRIVE | WINDERMERE | FL | 34786 | N/A | 501(C)(3) | EXEMPT FUNCTION | $10,000 |
| STETSON UNIVERSITY | |||||||
| 421 NORTH WOODLAND BOULEVARD | DELAND | FL | 32724 | N/A | 501(C)(3) | EXEMPT FUNCTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60000 | 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 | $109 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,621 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$531 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,199 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12199 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,685 | Amount |
| Net Investment Income | 1685 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER HEREBY ELECTS PURSUANT TO IRC SEC 4942 (H)(2) STATEMENT PURSUANT TO IRC SEC 4942 (H) (2)REG. 53.4942(A)-3(D) (2) TO TREAT $60,000 OF THE CURRENT YEAR DISTRIBUTIONS AS MADE OUT OFCORPUS. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (34 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| APACHE CORP | 312 | 2579 |
| AUTOMATIC DATA | 430 | 1157 |
| BAXTER INTERNATIONAL | 10575 | 10124 |
| BOEING COMPANY | 15463 | 11421 |
| BROADCOM | 14950 | 23953 |
| CHEVRON | 9070 | 15969 |
| COMCAST | 6204 | 8239 |
| COVIDIEN LTD | 1739 | 3425 |
| CORNING INC | 15302 | 15456 |
| DISNEY ( WALT) CO | 1271 | 2813 |
| DU PONT EI DE NEMOURS | 11040 | 14964 |
| EMERSON ELEC CO | 3886 | 8576 |
| HUBBELL INC | 15888 | 18039 |
| IBM | 12126 | 22014 |
| INGERSOLL RAND | 3322 | 7064 |
| KELLOGG | 3516 | 5108 |
| LILLY ELI | 13022 | 7008 |
| MCDONALD'S | 10038 | 13433 |
| MEDTRONICS | 10021 | 7418 |
| MERCK | 3015 | 3604 |
| MICROSOFT | 27529 | 27910 |
| MOLEX | 6544 | 7548 |
| NORDSTROM | 535 | 2119 |
| PITNEY BOWES | 15331 | 9672 |
| PROCTOR AND GAMBLE | 549 | 1608 |
| STRYKER CORP | 23954 | 26850 |
| TYCO INT'L | 2137 | 3108 |
| TYCO ELECTRONICS | 1601 | 2655 |
| TRANSOCEAN | 0 | 0 |
| THERMO FISHER | 10104 | 9688 |
| UNION PACIFIC | 1145 | 4633 |
| UNITED HEALTH CARE | 594 | 2708 |
| W W GRAINGER INCORP | 5153 | 6906 |
| ITT CORP | 3771 | 3908 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AMERICAN CAPITAL G & I | AT COST | 38530 | 58474 |
| BLACKROCK INT'L OPP FUND | AT COST | 40011 | 37249 |
| BLACKROCK SENIOR FUND | AT COST | 100000 | 86652 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CMA FEES | 150 | 150 | 0 |
| BANK CHARGES | 7 | 7 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INCOME TAX | $108 | 0 | 0 |
| TAXES AND LICENSES | $61 | 61 | 0 |
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