SUTTON FAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUTTON FAM FOUNDATION (EIN 65-6238164)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202101319349103070
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T18:05:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656238164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kermit S Sutton | InCareOfNm |
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 2392638333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERMIT S SUTTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2392638333 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERMIT | PersonFirstNm |
| Person Last | SUTTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,811,100 | 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 | $1,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,841 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,773 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,841 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $177,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,744 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,300 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,651 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,651 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,651 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,652 | CashBOYAmt |
| Cash EOY | $18,173 | CashEOYAmt |
| Cash EOYFMV | $18,173 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,324,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,343,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,792,927 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,350,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,361,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,811,100 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,350,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,361,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,350,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,350,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,361,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,350,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,361,503 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,361,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,841 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,650 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,170 | SubtotalAmt |
| Tax Based On Investment Income | $2,170 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $2,191 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERMIT S SUTTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392638333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| KERMIT S SUTTON | ||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| JENNY W SUTTON | ||||||
| 715 TENTH STREET SOUTH | Naples | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| WILLIAM M SUTTON | ||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
| SARA E SUTTON | ||||||
| 715 TENTH STREET SOUTH | NAPLES | FL | 34102 | TRUSTEEMINIMAL | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,404,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,510,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,510,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,472,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,170 | TotalTaxAmt |
| Distributable Before Adj | $121,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $121,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $121,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,500 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $145,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,831 | UndistributedIncomePYAmt |
| Qualifying Distributions | $145,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,831 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,203 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,203 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,203 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JENNY W SUTTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KERMIT S SUTTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 TENTH STREET SOUTH | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392638333 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||
| 1730 M STREET NW Ste 600 | Washington | DC | 20036 | 2020 DONATION | $2,500 |
| AMERICAN ENTERPRISE INSTITUTE | |||||
| 1789 MASSACHUSETTS AVENUE NW | Washington | DC | 20036 | 2020 DONATION | $1,000 |
| ANGEL FLIGHT WEST | |||||
| 3161 DONALD DOUGLAS LOOP SOUTH | Santa Monica | CA | 90405 | 2020 DONATION | $5,000 |
| AUDUBON OF THE WESTERN EVERGLADES | |||||
| PO BOX 1738 | Naples | FL | 34106 | 2020 DONATION | $1,000 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION | |||||
| 301 WATER STREET BOX 718 | East Jordan | MI | 49727 | 2020 DONATION | $2,000 |
| CHILDREN'S ADVOCACY CENTER | |||||
| 1036 SIXTH AVENUE NORTH | Naples | FL | 34102 | 2020 DONATION | $3,000 |
| CONSTITUTING AMERICA | |||||
| PO BOX 1988 | COLLEYVILLE | TX | 36034 | 2020 DONATION | $2,500 |
| DAVID LAWRENCE CENTER | |||||
| 6075 BATHEY LANE | NAPLES | FL | 34116 | 2020 DONATION | $3,000 |
| FOUNDATION FOR GOVERNMENT ACCOUNTABILITY | |||||
| 15275 COLLIER BLVD Ste 201-279 | NAPLES | FL | 34119 | 2020 DONATION | $10,000 |
| GUADALUPE CENTER | |||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | 2020 DONATION | $3,000 |
| HARRY CHAPIN FOOD BANK | |||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | 2020 DONATION | $3,000 |
| HIGHER GROUND AT LAKE LOUISE | |||||
| 10750 STAFFORD ROAD | BOYNE FALLS | MI | 49713 | 2020 DONATION | $1,000 |
| HILLSDALE COLLEGE | |||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | 2020 DONATION | $3,000 |
| HUMANE SOCIETY OF NAPLES | |||||
| 370 AIRPORT ROAD NORTH | NAPLES | FL | 34104 | 2020 DONATION | $5,000 |
| IMAGINE CHILDREN'S HEALTH CENTER | |||||
| 5500 BRYSON DRIVE | NAPLES | FL | 34109 | 2020 DONATION | $1,500 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | 2020 DONATION | $3,000 |
| JUDICIAL WATCH | |||||
| 425 THIRD STREET SW Ste 800 | WASHINGTON | DC | 20024 | 2020 DONATION | $5,000 |
| MACKINAC CENTER FOR PUBLIC POLICY | |||||
| 140 WEST MAIN STREET BOX 568 | MIDLAND | MI | 48640 | 2020 DONATION | $3,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | 2020 DONATION | $5,000 |
| MEALS OF HOPE | |||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | 2020 DONATION | $3,000 |
| MEALS ON WHEELS | |||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | 2020 DONATION | $1,500 |
| NAPLES SENIOR CENTER | |||||
| 5025 CASTELLO DRIVE Ste 101 | NAPLES | FL | 34103 | 2020 DONATION | $3,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||
| 6216 TRAIL BLVD BLDG C | Naples | FL | 34108 | 2020 DONATION | $3,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | 2020 DONATION | $3,000 |
| NEIGHBORHOOD HEALT HCLINIC | |||||
| 120 GOODLETTE ROAD NORTH | NAPLES | FL | 34102 | 2020 DONATION | $3,000 |
| NETWORK OF ENLIGHTENED WOMEN | |||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | 2020 DONATION | $3,000 |
| NEW HORIZONS OF SOUTHWEST FLORIDA | |||||
| 25300 BERNWOOD DRIVE Ste 1 | BONITA SPRINGS | FL | 34135 | 2020 DONATION | $3,000 |
| NYC BLUE GAVEL SCHOLORSHIP FUND INC | |||||
| 700 FOURTEENTH AVENUE SOUTH | NAPLES | FL | 34102 | 2020 DONATION | $1,000 |
| OUTWARD BOUND | |||||
| 4 AIRLINE DRIVE Ste 202 | ALBANY | NY | 12205 | 2020 DONATION | $3,000 |
| SHARED HOPE INTERNATIONAL | |||||
| PO BOX 65337 | VANCOUVER | WA | 98665 | 2020 DONATION | $6,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | 2020 DONATION | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 2020 DONATION | $5,000 |
| ST MATTHEWS HOUSE | |||||
| 2001 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | 2020 DONATION | $3,000 |
| ST VINCENT DE PAUL SOCIETY | |||||
| 4451 MERCHANTILE AVENUE | NAPLES | FL | 34104 | 2020 DONATION | $2,000 |
| STATE POLICY NETWORK | |||||
| 1655 NORTH FORT MYERS DRIVE Ste 360 | ARLINGTON | VA | 22209 | 2020 DONATION | $3,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 2020 DONATION | $3,000 |
| STUDENTS FOR LIBERTY | |||||
| 1101 17TH STREET NW Ste 810 | WASHINGTON | DC | 20036 | 2020 DONATION | $2,500 |
| THE HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | 2020 DONATION | $3,000 |
| THE JAMES MADISON INSTITUTE | |||||
| 100 NORTH DUVAL STREET | TALLAHASSEE | FL | 32301 | 2020 DONATION | $4,000 |
| THE SALVATION ARMY | |||||
| 3180 ESTEY AVENUE | NAPLES | FL | 34101 | 2020 DONATION | $6,000 |
| TEH SHELTER FOR ABUSED WOMEN AND CHILDREN | |||||
| PO BOX 10102 | NAPLES | FL | 34101 | 2020 DONATION | $6,000 |
| WOUNDED WARRIOR PROJECT | |||||
| PO BOX 758517 | TOPEKA | KS | 66675 | 2020 DONATION | $5,000 |
| YOUTH HAVEN | |||||
| 5867 WHITAKER ROAD | NAPLES | FL | 34112 | 2020 DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,885 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,903 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VARIOUS | AssetDesc |
| Gross Sales Price | $205,773 | GrossSalesPriceAmt |
| Basis | $82,932 | BasisAmt |
| Total Net | $122,841 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR SP MIDCAP 400 ETF TR | $55,313 | $277,147 |
| SPDR SP 500 ETF TR | $99,038 | $134,597 |
| ISHARES TR TIPS BD ETF | $11,069 | $12,765 |
| ISHARES TR IBOXX INV GRADE CORP BD | $11,813 | $13,813 |
| SELECT SECTOR SPDR TR UTILS | $33,525 | $37,620 |
| ADVISORSHS TR DORSEY WRIGHT SHORT ETF | $9,563 | $5,710 |
| INVESCO EXTRADED FD TR II EMERG MKTS | $7,000 | $7,210 |
| ALLIANCEBERNSTEIN HLDGS | $14,375 | $16,885 |
| AMERISOURCE BERGEN CORP | $54,780 | $136,864 |
| APPLE INC | $36,650 | $272,015 |
| BOEING CO | $53,059 | $87,764 |
| BORG WARNER INC | $53,150 | $50,232 |
| CBOE GLOBAL MKTS INC | $17,900 | $18,624 |
| CARRIER GLOBAL CORP | $3,389 | $19,040 |
| COMCAST CORP | $45,108 | $89,080 |
| CONOCOPHILLIPS | $12,800 | $15,996 |
| DOW INC | $16,975 | $19,425 |
| JOHNSON JOHNSON | $35,219 | $94,428 |
| JP MORGAN CHASE CO | $85,730 | $127,070 |
| KLA CORP | $47,646 | $116,510 |
| MEDTRONIC PLC | $86,792 | $134,360 |
| MERCK CO INC | $69,442 | $147,240 |
| NEXTERA ENERGY INC | $30,896 | $185,160 |
| OTIS WORLDWIDE CORP | $8,532 | $30,398 |
| OWENS CORNING | $69,839 | $75,760 |
| PEPSICO INC | $59,553 | $177,960 |
| PROCTOR GAMBLE CO | $28,873 | $55,656 |
| SIMON PROPERTY GROUP | $62,766 | $42,640 |
| STATE STREET CORP | $34,207 | $36,390 |
| TJX COMPANIES INC | $46,757 | $102,435 |
| RAYTHEON TECHNOLOGIES CORP | $18,007 | $64,359 |
| VERIZON COMMUNICATIONS | $72,398 | $88,125 |
| WALT DISNEY CO | $51,163 | $99,649 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $19,651 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $19,651 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON NET INVST INCOME | CategoryTxt |
| Amt | $1,300 | Amt |