ATKINSON-ELLS CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON-ELLS CHARITABLE FOUNDATION (EIN 39-1966362)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-26
- IRS object ID
- 202421179349101202
- Schema version
- 2023v5.0
- 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
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-26T02:27:06-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593422996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A By The Number Accounting & Tax Service Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1929 Imperial Golf Course Blvd | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391966362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atkinson Ells Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 2397761119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive APT 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Ells | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2397761119 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ralph | PersonFirstNm |
| Person Last | Ells | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David F Wakeland Jr | PreparerPersonNm |
| PTIN | P00106385 | PTIN |
| Phone | 2395969739 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $184,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,982 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,872 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,478 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $41,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,877 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $235 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $235 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $188 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $188 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $150 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $150 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $573 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $573 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,304 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,047 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $27,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $54,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $157,456 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $64,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $64,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,464 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,153 | SubtotalAmt |
| Other Decreases | $15,043 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 200 Shares Exxon Stock | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2002-07-17 | AcquiredDt |
| Sold | 2023-09-11 | SoldDt |
| Gross Sales Price | $22,588 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,110 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,478 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,478 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,478 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $247 | SubtotalAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $247 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Ralph E Ellis | IndividualWithBooksNm |
| Phone | 2397761119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive Apt 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Ells | ||||||
| 3722 W Grace Ave | Mequon | WI | 53092 | Presdient | 000.00 | $0 |
| Jennifer Ells Chow | ||||||
| 9615 N Valley Hill Road | Mequon | WI | 53092 | Secretary | 000.00 | $0 |
| Ralph Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Treasurer | 000.00 | $0 |
| Madeline Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Vice President | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grantors to Various 501(c)(3) organizations that various members of the extended Ellis family are atctive in. See Included Schedule | Description1Txt |
| Expenses1 | $8,300 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $163,586 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $163,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $161,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247 | TotalTaxAmt |
| Distributable Before Adj | $7,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,873 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,810 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $8,873 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,063 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,063 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,063 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,063 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Any Officer-See Schedule 6A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | matsyandbudellsfamily.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter requesting contribution | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | A family member must be active as a volunterr or supports the charity | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Camp Matitowish | |||||||
| PO Box 246 | Boulder Junction | WI | 54512 | None | PC | General YMCA Camp | $900 |
| The Next Door Foundation | |||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | None | PC | Inner City Foundation | $500 |
| Planned Parenthood of Wisconsin | |||||||
| PO Box 510795 | Milwaukee | WI | 53202 | None | PC | Social Service Organization | $1,300 |
| Milwaukee Public Schools Foundation | |||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | None | PC | School | $1,000 |
| Notre Dame Middle School | |||||||
| 1420 W Scott Street | Milwaukee | WI | 53201 | None | PC | School | $1,000 |
| United Methodist Children's Services | |||||||
| 3940 W Lisbon ave | Milwaukee | WI | 53208 | None | PC | Food Program for Disadvantaged Children | $1,000 |
| University School of Milwaukee | |||||||
| 2100 W Fairy Chasm Rd | River Hills | WI | 53217 | None | PC | K-12 School | $800 |
| Villa Terrace | |||||||
| Box 170705 | Milwaukee | WI | 53217 | None | PC | Art Museum | $800 |
| Currative Workshop | |||||||
| 1000 N 92 St | Milwaukee | WI | 53326 | None | PC | Rehabilitation | $500 |
| Riverstone International School | |||||||
| 5521 E Warm Springs Rd | Boise | ID | 83716 | None | PC | School | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,872 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,478 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,355 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,355 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Investment income used to fund grants |
| 5 | Investment Income used to fund grants |
| 8 | Investment Income used to fund grants |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ralph Madeline Els | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive Apt 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,982 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200 Shares of Exxon Stock | NoncashPropertyDesc |
| Fair Market Value | $22,832 | FairMarketValueAmt |
| Received | 2023-09-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $235 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $235 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares of Arrow Electronics | $4,298 | $24,450 |
| 301 shares of Freeport Copper Gold | $7,914 | $25,571 |
| 100 shares of Hanes Brands | $4,132 | $1,784 |
| 548 shares of JP Morgan Chase Co | $21,503 | $76,205 |
| 180 shares of Zimmer Holdings | $6,120 | $21,906 |
| 200 shares of Verizon | $10,675 | $7,540 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust Exxon Gift to Donors Basis | Desc |
| Amt | $15,043 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $188 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |