CALVANESE FAMILY FOUNDATION TRUST D TD: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CALVANESE FAMILY FOUNDATION TRUST D TD (EIN 65-6230833)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-19
- IRS object ID
- 201922319349100217
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-19T13:26:24-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746479 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341033548 | 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 | 656230833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVANESE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 2392628686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 TAMIAMI TRAIL NORTH NO 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS A CALVANESE | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 2392628686 | PhoneNum |
| Signature | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DELCOMYN-JAVARINIS | PreparerPersonNm |
| PTIN | P00430555 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2019-07-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.30.143.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-22 | IPDt |
| IP Tm | 14:45:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6056DC9D8E0BA991600379E34F39A219FF42E015 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EBA6EC491F15C5213FD1413E8BE7347F334A3D88 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $438,796 | 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 | $17,299 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,891 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $24,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,030 | CashBOYAmt |
| Cash EOY | $14,878 | CashEOYAmt |
| Cash EOYFMV | $14,878 | CashEOYFMVAmt |
| Corporate Stock BOY | $59,172 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,751 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $423,918 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $73,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $438,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $73,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,629 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,157 | SubtotalAmt |
| Other Decreases | $528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $55,000 | $45,559 | $9,441 | $9,441 |
| CAPITAL GAINS DIVIDENDS | P | $7,450 | $7,450 | $7,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,891 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,888 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $396,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130701 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,375 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $357,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.115758 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,394 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $333,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $283,517 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115602 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,420 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $314,264 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.281356 | DistributionYr5Rt |
| Total Distribution | 0.788616 | TotalDistributionRt |
| Average Distribution | 0.157723 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $452,943 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,620 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $452 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $452 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $246 | OverpaymentAmt |
| Applied To ES Tax | $246 | 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 | FL | 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 | MICHELLE CALVANESE | IndividualWithBooksNm |
| Phone | 2392628686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLIFTONLARSONALLEN 4501 TAMIAMI | AddressLine1Txt |
| Address Line2 | TRAIL | AddressLine2Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS A CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | MGR. TRUSTEE | 5.00 | $0 | $0 | $0 |
| AMY CALVANESE | ||||||||
| 700 NORTH LARRABE APT 1808 | CHICAGO | IL | 61654 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| BART CALVANESE | ||||||||
| 14 OXFORD AVENUE | CLARENDON | IL | 60514 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| MICHELLE CALVANESE | ||||||||
| 550 W FULTON STREET APT 603 | CHICAGO | IL | 60661 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| PAXTON CALVANESE | ||||||||
| 8549 MAIN STREET | DOWNERS GROVE | IL | 60516 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SANDRA J CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | DIRECTOR | 1.00 | $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 | $422,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $459,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $459,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $452,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $206 | TotalTaxAmt |
| Distributable Before Adj | $22,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,620 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,620 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $74,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,441 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,179 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $208,001 | 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 | $74,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,332 | ExcessFromYear4Amt |
| Excess From Year3 | $31,817 | ExcessFromYear3Amt |
| Excess From Year2 | $23,642 | ExcessFromYear2Amt |
| Excess From Year1 | $32,164 | ExcessFromYear1Amt |
| Excess From Current Year | $26,179 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHICAGO SYMPHONY ORCHESTRA | ||||||
| 220 SOUTH MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL FUND | $2,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||
| 800 8TH STREET NORTHWEST | WASHINGTON | DC | 20001 | PC | GENERAL FUND | $2,000 |
| JUDICIAL WATCH | ||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | PC | GENERAL FUND | $5,000 |
| NATIONAL RIFLE ASSOCIATION FOUNDATION | ||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | PC | GENERAL FUND | $2,000 |
| RAVINIA FESTIVAL ASSOCIATION | ||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PC | GENERAL FUND | $5,000 |
| UNITED SERVICE ORGANIZATIONS INC | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | GENERAL FUND | $4,000 |
| CCOB | ||||||
| 123 WHITE OAK LANE | OLD BRIDGE | NJ | 08857 | PC | GENERAL FUND | $1,395 |
| NAPLES PHILHARMONIC | ||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | PC | GENERAL FUND | $15,000 |
| PAL IL | ||||||
| 4501 TAMIAMI TRAIL NORTH SUITE 200 | NAPLES | FL | 34103 | PC | GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,495 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,891 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,401 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DENNIS A CALVANESE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 HERON POINT | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,299 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 993.487 STOCKS OF T ROWE PRICE | NoncashPropertyDesc |
| Fair Market Value | $15,049 | FairMarketValueAmt |
| Received | 2018-08-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DUN & BRADSTREET CORP | $401 | $142,740 |
| MOODYS CORP | $323 | $211,040 |
| T ROWE PRICE NEW HORIZONS | $36,027 | $70,138 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN COST BASIS OF INVESTMENTS | Desc |
| Amt | $528 | Amt |