ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-17
- IRS object ID
- 201811989349100216
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-17T12:08:35-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591362099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers Wood Hill Starman & Gustason PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2375 Tamiami Trail North Suite 110 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341034438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266148352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur S Tarlow Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 2395669171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Rick Hajjar 1 Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur S Tarlow | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Gustason CPA | PreparerPersonNm |
| PTIN | P00103345 | PTIN |
| Phone | 2392621040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $1,783,920 | 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 | $82 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $437,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,082 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,688 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,774 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,774 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,587 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,193 | CashBOYAmt |
| Cash EOY | $18,463 | CashEOYAmt |
| Cash EOYFMV | $18,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,394,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,450,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,705,709 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,457,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,528,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,783,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $7,166 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,166 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,450,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,521,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,457,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,528,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,457,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,528,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,457,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,542 | OtherIncreasesAmt |
| Subtotal | $1,528,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,528,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Raymond James # 4530 | P | 2017-01-01 | 2017-12-31 | $54,387 | $53,218 | $1,169 | $1,169 |
| Raymond James # 4530 | P | 2011-01-01 | 2017-12-31 | $381,795 | $284,065 | $97,730 | $97,730 |
| Capital Gains | P | 2016-01-01 | 2017-12-31 | $1,183 | $1,183 | $1,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,082 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,933 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,555,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,586,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,998 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,603,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,426,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03893 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,264 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,276,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05427 | DistributionYr5Rt |
| Total Distribution | 0.234183 | TotalDistributionRt |
| Average Distribution | 0.046837 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,695,016 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,942 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,942 | SubtotalAmt |
| Tax Based On Investment Income | $2,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $144 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rick Hajjar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089231616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Arthur Tarlow Jr | ||||||
| c/o Rick Hajjar 1 Taunton S | Middleboro | MA | 02346 | Trustee | 5.00 | $0 |
| Thelma H Tarlow | ||||||
| 7425 Pelican Bay Boulevard | Naples | FL | 34108 | Trustee | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,640,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,720,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,720,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,695,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,942 | TotalTaxAmt |
| Distributable Before Adj | $81,809 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,809 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,809 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $74,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $74,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,809 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73,044 | UndistributedIncomePYAmt |
| Qualifying Distributions | $74,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $73,044 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,406 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $80,403 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arthur S Tarlow | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 Pelican Bay Boulevard Apt 406 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392621040 | RecipientPhoneNum |
| Form And Info And Materials | Written-Letter Format-Data Pertinent to Request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Avow Hospice Naples | |||||||
| 1095 Whippoorwill | Naples | FL | 34105 | None | PC | Operating Support | $3,000 |
| Tufts University School of Medicine | |||||||
| 136 Harrison Ave | Boston | MA | 02111 | None | PC | Operating Support | $3,500 |
| Lahey Clinic Foundation | |||||||
| 41 Mall Road | Burlington | MA | 01805 | None | PC | Operating Support | $30,000 |
| St Matthews House Inc | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | None | PC | Operating Support | $2,500 |
| Neighborhood Health CLinic | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | None | PC | Operating Support | $2,000 |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | None | PC | Operating Support | $3,500 |
| The Humane Society | |||||||
| 370 Airport Pulling Road N | Naples | FL | 34104 | None | PC | Operating Support | $2,000 |
| Liberty Youth Ranch | |||||||
| 27725 Old 41 Road | Bonita Springs | FL | 34135 | None | PC | Operating Support | $3,500 |
| Wheaton College | |||||||
| 501 College Avenue | Wheaton | IL | 60187 | None | PC | Operating Support | $500 |
| The Shelter for Abused Women and Ch | |||||||
| PO Box 10102 | Naples | FL | 34101 | None | PC | Operating Support | $3,000 |
| Salvation Army | |||||||
| 3180 Estey Avenue | Naples | FL | 34104 | None | PC | Operating Support | $3,000 |
| St Jude Children's Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | Operating Support | $3,500 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | None | PC | Operating Support | $2,500 |
| Naples Players | |||||||
| 701 5th Avenue South | Naples | FL | 34102 | None | PC | Operating Support | $1,500 |
| Childrens' Hospital Boston | |||||||
| 300 Longwood Hospital | Boston | MA | 02115 | None | PC | Operating Support | $2,500 |
| Collier Conservancy of SWFL | |||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | None | PC | Operating Support | $3,000 |
| NCH Healthcare Foundation | |||||||
| 350 7th Avenue N | Naples | FL | 34102 | None | PC | Operating Support | $2,500 |
| Community Nurse Home Care | |||||||
| 62 Center St | Fairhaven | MA | 02719 | None | PC | Operating Support | $300 |
| Alzheimer's Association | |||||||
| 14010 Rosevelt Blvd Suite 709 | Clearwater | FL | 34102 | None | PC | Operating Support | $300 |
| Anti-Defamation League | |||||||
| 605 Third Avenue | New York | NY | 10158 | None | PC | Operating Support | $300 |
| The Amy Foundation | |||||||
| 525 Milltown Rd | Kendall Park | NJ | 08902 | None | PC | Operating Support | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $163,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,770 | 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 | Accounting Fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | PRIOR YEAR CORRECTIONTHE TAXPAYER'S PRIOR YEAR BALANCE SHEET DID NOT INCLUDED $201,761 OF COST BASIS IN THE INVESTMENTS DUE TO AN ADIMINISTRATIVE ERROR. THEREFORE, THE BEGINNING BALANCE SHEET HAS BEEN CHANGED TO CORRECTLY REFLECT THE COST BASIS OF ALL INVESTMENT OF $122,229. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments held at Raymond James | StockNm |
| EOY Book Value | $1,450,701 | EOYBookValueAmt |
| EOYFMV | $1,705,709 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nontaxable distribution | Desc |
| Amt | $1,542 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $12,774 | Amt |
| Net Investment Income | $12,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Paid | $2,587 | $2,587 |
| Other | $2,729 |