KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-05
- IRS object ID
- 201900959349100105
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-05T08:27:00-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2019-04-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.129.180.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-05 | IPDt |
| IP Tm | 08:27:00 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03F18296D374F26AAC67775A32AEA2469D8AA2C5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0782B3519ABC744D90EDC8EBDE71CC07B8990B31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $144,642 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,534 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,811 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $200,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,831 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $243,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $144,642 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $243,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $144,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $243,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $243,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $144,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $243,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,472 | ExcessRevenueOverExpensesAmt |
| Subtotal | $180,327 | SubtotalAmt |
| Other Decreases | $35,685 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 31.425 AMERICAN CAP INC BUILDER A | P | 2018-01-12 | $2,000 | $1,489 | $511 | $511 | |
| 73.725 AMERICAN INV CO OF AMER A | P | 2018-04-18 | $3,000 | $2,549 | $451 | $451 | 2006-09-15 |
| 96.131 AMERICAN GR FD OF AMERICA A | P | 2018-01-12 | $5,000 | $3,143 | $1,857 | $1,857 | 2006-09-15 |
| 44.264 AMERICAN NEW PERSPECTIVE A | P | 2018-04-18 | $2,000 | $1,419 | $581 | $581 | 2006-09-15 |
| 84.130 AMERICAN INC FD OF AMERICA A | P | 2018-01-12 | $2,000 | $1,052 | $948 | $948 | 2009-04-22 |
| 34.769 AMERICAN SMALLCAP WORLD A | P | 2018-04-18 | $2,000 | $1,377 | $623 | $623 | 2006-09-15 |
| 55.215 AMERICAN INTL GRW & INC A | P | 2018-01-12 | $2,000 | $1,833 | $167 | $167 | 2013-07-29 |
| 44.411 AMERICAN NEW PERSPECTIVE A | P | 2018-01-12 | $2,000 | $1,424 | $576 | $576 | 2006-09-15 |
| 64.778 AMERICAN CAP INC BUILDER A | P | 2018-03-05 | $4,000 | $2,804 | $1,196 | $1,196 | |
| 38.468 AMERICNA CAP WRLD GR & INC A | P | 2018-03-05 | $2,000 | $1,692 | $308 | $308 | |
| 95.453 AMERICAN GR FD OF AMERICA A | P | 2018-03-05 | $5,000 | $3,145 | $1,855 | $1,855 | |
| 86.861 AMERICAN INC FD OF AMERICA A | P | 2018-03-05 | $2,000 | $1,087 | $913 | $913 | 2009-04-22 |
| 113.338 AMERICAN INTL GRW & INC A | P | 2018-03-05 | $4,000 | $3,762 | $238 | $238 | 2013-07-29 |
| 44.629 AMERICAN NEW PERSPECTIVE A | P | 2018-03-05 | $2,000 | $1,431 | $569 | $569 | 2006-09-15 |
| 44.064 AMERICAN NEW WORLD A | P | 2018-03-05 | $3,000 | $2,028 | $972 | $972 | 2006-09-15 |
| 52.773 AMERICAN SMALLCAP WORLD A | P | 2018-03-05 | $3,000 | $2,090 | $910 | $910 | 2006-09-15 |
| 34.775 AMERICAN EUROPACIFIC GRW A | P | 2018-04-18 | $2,000 | $1,621 | $379 | $379 | 2006-09-15 |
| 94.730 AMERICAN GR FD OF AMERICA A | P | 2018-04-18 | $5,000 | $3,024 | $1,976 | $1,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $231,379 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093569 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $217,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093589 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,106 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $240,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.154545 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $274,117 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.228304 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $300,376 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084894 | DistributionYr5Rt |
| Total Distribution | 0.654901 | TotalDistributionRt |
| Average Distribution | 0.130980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $170,984 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $235 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,675 | 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 | $235 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $235 | SubtotalAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $235 | 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 | $156,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,588 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $173,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,984 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $235 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $235 | TotalTaxAmt |
| Distributable Before Adj | $8,314 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,314 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $235 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,440 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,314 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,724 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,587 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,373 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,675 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,361 | RemainingDistriFromCorpusAmt |
| Total Corpus | $183,734 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,724 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $173,010 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,312 | ExcessFromYear4Amt |
| Excess From Year3 | $25,399 | ExcessFromYear3Amt |
| Excess From Year2 | $9,587 | ExcessFromYear2Amt |
| Excess From Year1 | $10,351 | ExcessFromYear1Amt |
| Excess From Current Year | $78,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||
| 4550 MONTGOMERY AVE 1100 | BETHESDA | MD | 20814 | GENERAL PURPOSE | $1,000 |
| FIRST ASSEMBLY MINISTRIES | |||||
| 4701 SUMMERLIN RD | FORT MYERS | FL | 33919 | GENERAL PURPOSE | $500 |
| 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 | $3,500 |
| SW FLORIDA CHILDREN'S CHARITIES INC | |||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | GENERAL PURPOSE | $71,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,500 | 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 | $2,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,534 | 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 | $1,175 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $175 | 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 | $127,831 | BookValueAmt |
| EOYFMV | $127,831 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN FMV | Desc |
| Amt | $35,685 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FL ANNUAL FEE | $61 | $61 |
| EXCISE TAX | $270 |