IGLEWSKI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IGLEWSKI FAMILY FOUNDATION (EIN 36-6109490)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-13
- IRS object ID
- 202231949349100403
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-13T09:44:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366109490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IGLEWSKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JANICE MADER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IGLE | BusinessNameControlTxt |
| Phone | 2193805237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE MADER | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 2193805237 | PhoneNum |
| Signature | 2022-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANICE | PersonFirstNm |
| Person Last | MADER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY GRIFFITH | PreparerPersonNm |
| PTIN | P00299751 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2022-07-08 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,121,707 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,168 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,168 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,438 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $392 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,797 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,260 | CashBOYAmt |
| Cash EOY | $17,538 | CashEOYAmt |
| Cash EOYFMV | $17,538 | CashEOYFMVAmt |
| Corporate Stock BOY | $662,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $660,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,104,169 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $692,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $678,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,121,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $692,080 | CapitalStockBOYAmt |
| Capital Stock EOY | $678,283 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $692,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $678,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $692,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $678,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $692,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,797 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $678,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $678,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AT&T | P | 2021-11-02 | $10,068 | $1,677 | $8,391 | $8,391 |
| VIATRIS | P | 2021-01-08 | $1,692 | $1,274 | $418 | $418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,125 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,125 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $608 | OverpaymentAmt |
| Applied To ES Tax | $608 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANICE MADER | IndividualWithBooksNm |
| Phone | 2193805237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JANICE MADER | ||||||||
| 19260 WINDING WAY | FORT MYERS | FL | 33908 | MANAGING TRUSTEE | 5.00 | $3,000 | $0 | $0 |
| JERRY MADER | ||||||||
| 19260 WINDING WAY | FORT MYERS | FL | 33908 | TRUSTEE | 5.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,063,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,086,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,086,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,069,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $52,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,853 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,914 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $939 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,170 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,170 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,161 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,683 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $625 | ExcessFromYear4Amt |
| Excess From Year3 | $1,914 | ExcessFromYear3Amt |
| Excess From Year2 | $939 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANICE MADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2193805237 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN STATEMENT OF CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION FLORIDA GULF COAST CHAPTER | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20091 | N/A | CHARITABLE | SUPPORT | $1,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 3395 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30341 | N/A | CHARITABLE | SUPPORT | $2,000 |
| CHRISTMAS COMMANDOS | |||||||
| 1528 N LAKE GEORGE | MISHAWAKA | IN | 46545 | N/A | CHARITABLE | SUPPORT | $1,000 |
| DANNY DID FOUNDATION | |||||||
| 3008 CENTRAL SUITE 203 | EVANSTON | IL | 60201 | N/A | CHARITABLE | SUPPORT | $2,000 |
| DISTRICT 75 PTO CARL SANDBURG MIDDLE SCHOOL | |||||||
| 855 W HAWLEY ST | MUNDELEIN | IL | 60060 | N/A | CHARITABLE | SUPPORT | $3,000 |
| GLADIOLUS FOOD PANTRY | |||||||
| 10511 GLADIOLUS DRIVE | FORT MYERS | FL | 33908 | N/A | CHARITABLE | SUPPORT | $500 |
| H2O ADAPTIVE SPORTS INC | |||||||
| 1850 WATERCOLOR PLACE | GRAYSLAKE | IL | 60030 | N/A | CHARITABLE | SUPPORT | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMEICUS | GA | 317099906 | N/A | CHARITABLE | SUPPORT | $1,000 |
| HADLEY INSTITUTE FOR THE BLIND | |||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | N/A | CHARITABLE | SUPPORT | $1,000 |
| HARRY CHAPIN FOOD BANK OF SW FL | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | N/A | CHARITABLE | SUPPORT | $500 |
| HERREN PROJECT | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | N/A | CHARITABLE | SUPPORT | $2,000 |
| HISTIOCYTOSIS | |||||||
| 4950 CENTRAL STREET | KANSAS CITY | MO | 64112 | N/A | CHARITABLE | SUPPORT | $2,000 |
| HOME BASE (VA & MILITARY) | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | N/A | CHARITABLE | SUPPORT | $1,000 |
| INTERNATIONAL ESSENTIAL TREMOR FOUNDATION | |||||||
| PO BOX 14005 | LENEXA | KS | 66285 | N/A | CHARITABLE | SUPPORT | $1,000 |
| JOHN HOPKINS ALL CHILDREN'S FD | |||||||
| PO BOX 17027 | ST PETERSBURG | FL | 337337027 | N/A | CHARITABLE | SUPPORT | $1,000 |
| JORDAN THOMAS FD | |||||||
| 9005 OVERLOOK BLVD | BRENTWOOD | TN | 37027 | N/A | CHARITABLE | SUPPORT | $1,000 |
| LEE COAST CHAPTER MOAA | |||||||
| PO BOX 682 | SANIBEL | FL | 33957 | N/A | CHARITABLE | SUPPORT | $1,000 |
| LIGHTHOUSE INSTITUTE FOR THE BLIND | |||||||
| 1155 MARKET STREET | SAN FRANCISCO | CA | 94103 | N/A | CHARITABLE | SUPPORT | $1,000 |
| MUNDELEINE HIGH SCHOOL FOUNDATION | |||||||
| 1350 HAWLEY STREET | MUNDELEIN | IL | 60060 | N/A | CHARITABLE | SUPPORT | $3,000 |
| NATIONAL CHILDRENS CANCER SOCIETY | |||||||
| 500 NORTH BROADWAY SUITE 1850 | ST LOUIS | MO | 63102 | N/A | CHARITABLE | SUPPORT | $1,000 |
| OPERATION SMILE | |||||||
| PO BOX 758588 | TOPEKA | KS | 666759939 | N/A | CHARITABLE | SUPPORT | $1,000 |
| PABLOVE FOUNDATION | |||||||
| 6607 W SUNSET BLVD | LOS ANGELES | CA | 90028 | N/A | CHARITABLE | SUPPORT | $1,000 |
| PIZZA 4 PATRIOTS | |||||||
| PO BOX 542 | ELK GROVE | IL | 60009 | N/A | CHARITABLE | SUPPORT | $1,000 |
| REINS OF LIFE | |||||||
| 55200 QUINCE ROAD | SOUTH BEND | IN | 46619 | N/A | CHARITABLE | SUPPORT | $1,000 |
| RONALD MCDONALD HOUSE OF MICHIANA | |||||||
| 610 N MICHIGAN STREET | SOUTH BEND | IN | 46601 | N/A | CHARITABLE | SUPPORT | $1,000 |
| SAN CAP ROTARY TRUST FUND | |||||||
| PO BOX 686 | SANIBEL | FL | 33957 | N/A | CHARITABLE | SUPPORT | $1,000 |
| SERIOUS FUN CHILDRENS NETWORK | |||||||
| 228 SAUGATUCK AVE | WESTPORT | CT | 06880 | N/A | CHARITABLE | SUPPORT | $1,000 |
| SHELL POINT | |||||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | N/A | CHARITABLE | SUPPORT | $1,000 |
| SHRINERS HOSPITAL | |||||||
| PO BOX 1525 | RANSON | WV | 25438 | N/A | CHARITABLE | SUPPORT | $1,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | N/A | CHARITABLE | SUPPORT | $1,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 1000 | MEMPHIS | TN | 38105 | N/A | CHARITABLE | SUPPORT | $1,000 |
| ST MATTHEWS'S HOUSE | |||||||
| 2601 AIRPORT | SOUTH NAPLES | FL | 341124800 | N/A | CHARITABLE | SUPPORT | $850 |
| SUNRISE DAY CAMP-CHILD CANCER | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | N/A | CHARITABLE | SUPPORT | $1,000 |
| THE ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | N/A | CHARITABLE | SUPPORT | $1,000 |
| THE LARSEN PAVILION AUXILIARY | |||||||
| 16525 ON PAR BLVD | FORT MYERS | FL | 33908 | N/A | CHARITABLE | SUPPORT | $1,000 |
| VETERANS HOME OF CA | |||||||
| 11500 NIMITZ AVE | LOS ANGELES | CA | 90049 | N/A | CHARITABLE | SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,168 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,993 | 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 |
|---|---|
| 3 | AMOUNTS USED TO FUND GRANTS |
| 4 | AMOUNTS USED TO FUND GRANTS |
| 8 | AMOUNTS USED TO FUND GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $660,745 | EOYBookValueAmt |
| EOYFMV | $1,104,169 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,438 | Amt |
| Net Investment Income | $11,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $392 | $392 | $0 |
| EXCISE TAXES | $4,200 | $0 | $0 |