ELEANOR P STUART AND MARY C STUART FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELEANOR P STUART AND MARY C STUART FAMILY FOUNDATION (EIN 65-6368083)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-18
- IRS object ID
- 202320499349100202
- Schema version
- 2022v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Borrowed Funds Election
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-18T04:04:44-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591948649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W MEYER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 3RD ST S STE 4 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656368083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR P STUART & MARY C STUART FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEA | BusinessNameControlTxt |
| Phone | 2392619787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN W MEYER 1207 3RD ST S | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W MEYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2392619787 | PhoneNum |
| Signature | 2023-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MEYER | 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 | JOHN W MEYER | PreparerPersonNm |
| PTIN | P01385966 | PTIN |
| Phone | 2392619787 | PhoneNum |
| Preparation | 2023-02-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,167,543 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $499 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $499 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,963 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,633 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $11,107 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,107 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,596 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,596 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $13,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,829 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $64 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,752 | CashBOYAmt |
| Cash EOY | $121,336 | CashEOYAmt |
| Cash EOYFMV | $121,336 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $527,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $602,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $716,327 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,127 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $181,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $174,461 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $90,313 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $170,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,419 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,139,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,075,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,167,543 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,010,428 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,010,428 | CapitalStockEOYAmt |
| Retained Earning BOY | $128,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,251 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,139,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,139,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,075,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,139,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,075,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,679 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO #7097-1007 PER ATTACHED SCHEDULE | P | $65,053 | $0 | $66,152 | -$1,099 | $0 | $0 | $0 | -$1,099 |
| WELLS FARGO #7097-1028 PER ATTACHED SCHEDULE | P | $81,919 | $0 | $81,450 | $469 | $0 | $0 | $0 | $469 |
| WELLS FARGO #7097-1048 PER ATTACHED SCHEDULES | P | $116,798 | $0 | $104,211 | $12,587 | $0 | $0 | $0 | $12,587 |
| WELLS FARGO #7097-1069 PER ATTACHED SCHEDULES | P | $280,030 | $0 | $276,267 | $3,763 | $0 | $0 | $0 | $3,763 |
| CAPITAL GAIN DISTRIBUTIONS | P | $243 | $0 | $0 | $243 | $0 | $0 | $0 | $243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,963 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,963 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $290 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $290 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$290 | OriginalReturnOverpaymentAmt |
| Overpayment | $234 | OverpaymentAmt |
| Applied To ES Tax | $234 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN W MEYER CPA | IndividualWithBooksNm |
| Phone | 2392619787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 3RD ST S STE 4 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341027232 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WOLLMAN GEHRKE & ASSOC | ||||||||
| 2235 VENETIAN CT 5 | NAPLES | FL | 34109 | TRUSTEE | 1.00 | $11,108 | $0 | $0 |
| JOHN W MEYER CPA | ||||||||
| 1207 3RD ST S STE 4 | NAPLES | FL | 34102 | TRUSTEE | 1.50 | $5,596 | $0 | $0 |
| ROBERT LEGUTKI | ||||||||
| 116 PEBBLE BEACH BLVD | NAPLES | FL | 34113 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $998,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,303,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,303,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,284,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,208 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,208 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56 | TotalTaxAmt |
| Distributable Before Adj | $64,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,302 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,302 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,954 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 | JOHN W MEYER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 3RD ST S STE 4 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NO REQUIREMENTS FOR APPLICATION OTHER THAN MEETING REQUIREMENTS OF 1(d) BELOW | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | FOUNDATION RESTRICTED TO MAKING CONTRIBUTIONS TO CHARITALE ORGANIZATIONS THAT TRAIN ANIMALS TO ASSIST DISABLED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INTERNATIONAL HEARING DOG INC | ||||||
| 5901 E 89TH AVE | HENDERSON | CO | 80640 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $2,500 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| PO BOX 680388 | ORLANDO | FL | 32868 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $7,500 |
| HELPING HANDS | ||||||
| 641 CAMBRIDGE ST | BOSTON | MA | 02134 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $2,500 |
| HUMANE SOCIETY OF COLLIER CO | ||||||
| 370 AIRPORT ROAD | NAPLES | FL | 34104 | PUBLIC | CARE OF ABANDONEDINJUED OR HOMLESSPETS | $7,500 |
| PAWS ASSISTANCE DOGS INC | ||||||
| 3645 GATEWAY LANE | NAPLES | FL | 34109 | PUBLIC | TRAIN DOGS TOASSIST DISABLED | $27,500 |
| PET PARTNERS | ||||||
| 825 12TH AVE NE 101 | BELLEVUE | WA | 43215 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $7,500 |
| PILOT DOGS | ||||||
| 625 WEST TOWN STREET | COLUMBUS | OH | 43215 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $7,500 |
| THE RESCUE 22 FOUNDATION | ||||||
| 95 DEMOCRAT ROAD | MICKELSON | NJ | 08056 | PUBLIC | TRAIN ANIMALS TOASSIST DISABLED | $2,500 |
| ATLAS ASISTANCE DOGS | ||||||
| PO BOX 525 | BELLEVUE | WA | 98009 | PUBLIC | TRAIN DOGS TOASSIST DISABLED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $499 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,171 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,633 | TotalIncomeProducingActyAmt |
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 |
Borrowed Funds Election BorrowedFundsElection
Borrowed Funds BorrowedFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election Statement | ElectionStatement | ElectionStatementTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $64 | Amt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |