KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-30
- IRS object ID
- 202020909349100112
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T13:53:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912090674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENT | BusinessNameControlTxt |
| Phone | 2394372022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 OLD WHISKEY CREEK DR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEREE A KENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2394372022 | PhoneNum |
| Signature | 2020-04-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2020-03-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $109,324 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,244 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,734 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,037 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $183 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,516 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,445 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $127,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $144,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $144,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,324 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,619 | OtherIncreasesAmt |
| Subtotal | $109,324 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $109,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 45.15 AMERICAN CAP WRLD GR & INC | P | 2007-12-20 | 2019-01-15 | $2,000 | $1,953 | $47 | $47 |
| 38.48 AMERICAN EUROPACIFIC GRW A | P | 2007-12-17 | 2019-04-08 | $2,000 | $2,010 | -$10 | -$10 |
| 64.37 AMERICAN EUROPACIFIC GRW A | P | 2019-01-15 | $3,000 | $2,968 | $32 | $32 | |
| 30.33 AMERICAN INTL GRW & INC A | P | 2013-07-29 | 2019-04-08 | $1,000 | $1,006 | -$6 | -$6 |
| 44.36 AMERICAN GR FD OF AMERICA A | P | 2019-01-15 | $2,000 | $1,263 | $737 | $737 | |
| 30.12 AMERICAN NEW WORLD A | P | 2006-09-15 | 2019-04-08 | $2,000 | $1,386 | $614 | $614 |
| 189.88 AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2019-01-15 | $4,000 | $2,375 | $1,625 | $1,625 |
| 36.39 AMERICAN SMALLCAP WORLD A | P | 2019-04-08 | $2,000 | $1,431 | $569 | $569 | |
| 113.98 AMERICAN INV CO OF AMERICA | P | 2006-09-15 | 2019-01-15 | $4,000 | $3,942 | $58 | $58 |
| 32.96 AMERICAN CAP INC BUILDER A | P | 2019-07-31 | $2,000 | $1,570 | $430 | $430 | |
| 50.90 AMERICAN NEW PERSPECTIVE A | P | 2006-09-15 | 2019-01-15 | $2,000 | $1,632 | $368 | $368 |
| 40.68 AMERICAN CAP WRLD GR & INC A | P | 2019-07-10 | $2,000 | $1,212 | $788 | $788 | |
| 33.79 AMERICAN NEW WORLD A | P | 2006-09-15 | 2019-01-15 | $2,000 | $1,555 | $445 | $445 |
| 19.64 AMERICAN GR FD OF AMERICA A | P | 2013-12-18 | 2019-07-10 | $1,000 | $824 | $176 | $176 |
| 40.61 AMERICAN SMALLCAP WORLD A | P | 2006-09-15 | 2019-01-15 | $2,000 | $1,608 | $392 | $392 |
| 88.55 AMERICAN INC FD OF AMERICA A | P | 2019-07-10 | $2,000 | $1,144 | $856 | $856 | |
| 63.64 AMERICAN CAP WRLD GR & INC | P | 2019-02-25 | $3,000 | $2,375 | $625 | $625 | |
| 136.55 AMERICAN INTL GRW & INC FD A | P | 2019-07-31 | $3,298 | $3,271 | $27 | $27 | |
| 39.95 AMERICAN EUROPACIFIC GRW A | P | 2019-02-25 | $2,000 | $2,031 | -$31 | -$31 | |
| 67.01 AMERICAN NEW PERSPECTIVE A | P | 2019-07-31 | $3,000 | $2,193 | $807 | $807 | |
| 41.77 AMERICAN GR FD OF AMERICA A | P | 2019-02-25 | $2,000 | $1,733 | $267 | $267 | |
| 44.35 AMERICAN NEW WORLD A | P | 2019-07-31 | $3,000 | $2,062 | $938 | $938 | |
| 136.60 AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2019-02-25 | $3,000 | $1,709 | $1,291 | $1,291 |
| 88.18 AMERICAN SMALLCAP WORLD A | P | 2019-07-31 | $5,000 | $3,533 | $1,467 | $1,467 | |
| 54.29 AMERICAN INV CO OF AMERICA | P | 2019-02-25 | $2,000 | $1,840 | $160 | $160 | |
| 47.53 AMERICAN NEW PERSPECTIVE A | P | 2019-02-25 | $2,000 | $1,505 | $495 | $495 | |
| 31.30 AMERICAN NEW WORLD A | P | 2006-09-15 | 2019-02-25 | $2,000 | $1,440 | $560 | $560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,244 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $170,984 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.505544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $231,379 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093569 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $217,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,106 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $240,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154545 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,582 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $274,117 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.228304 | DistributionYr5Rt |
| Total Distribution | 1.075551 | TotalDistributionRt |
| Average Distribution | 0.215110 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $111,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,934 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $166 | SubtotalAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $166 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHEREE A KENT | IndividualWithBooksNm |
| Phone | 2394372022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 WHISKEY CREEK DRIVE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SHEREE A KENT | ||||||||
| 6906 OLD WHISKEY CREEK DR | FORT MYERS | FL | 33919 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ASHLEE E METCALF | ||||||||
| 153 FOX GLEN DRIVE EAST | COLUMBUS | OH | 43147 | TREASURER | 1.00 | $0 | $0 | $0 |
| ADAM J KENT | ||||||||
| 5776 REIMS PLACE | FORT MYERS | FL | 33919 | SECRETARY | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,960 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $112,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $5,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,397 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $166 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,397 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $49,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,399 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,587 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $173,010 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,338 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,941 | RemainingDistriFromCorpusAmt |
| Total Corpus | $224,951 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $175,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,399 | ExcessFromYear4Amt |
| Excess From Year3 | $9,587 | ExcessFromYear3Amt |
| Excess From Year2 | $10,351 | ExcessFromYear2Amt |
| Excess From Year1 | $78,361 | ExcessFromYear1Amt |
| Excess From Current Year | $51,941 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | GENERAL PURPOSE | $5,155 |
| CYSTIC FIBROSIS FOUNDATION | |||||
| 4550 MONTGOMERY AVE 1100 | BETHESDA | MD | 20814 | GENERAL PURPOSE | $1,000 |
| HEART TO HEART MISSION | |||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | GENERAL PURPOSE | $5,000 |
| PLAY FOR PINK | |||||
| 16121 CHELSEA LYN WAY | FORT MYERS | FL | 33908 | GENERAL PURPOSE | $5,000 |
| ST MICHAELS LUTHERAN SCHOOL | |||||
| 3595 BROADWAY | FORT MYERS | FL | 33901 | GENERAL PURPOSE | $1,000 |
| SW FLORIDA CHILDREN'S CHARITIES INC | |||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | GENERAL PURPOSE | $38,000 |
| TUNNELS TO TOWERS | |||||
| 2631 HYLAN BLVD | STATEN ISLAND | NY | 10306 | GENERAL PURPOSE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,244 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,734 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,220 | Amt |
| Net Investment Income | $1,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $81,879 | BookValueAmt |
| EOYFMV | $81,879 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV | Desc |
| Amt | $5,619 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FL ANNUAL FEE | $61 | $61 |
| EXCISE TAX | $235 |