SALDUKAS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALDUKAS FAMILY FOUNDATION (EIN 65-6237118)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-07-20
- IRS object ID
- 201702019349100500
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-20T08:54:24-05:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656237118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALDUKAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O HILL BARTH & KING LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALD | BusinessNameControlTxt |
| Phone | 2396496747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL N NO 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS J SALDUKAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2396496747 | PhoneNum |
| Signature | 2017-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY F HOLES | PreparerPersonNm |
| PTIN | P00055337 | PTIN |
| Phone | 2392632111 | PhoneNum |
| Preparation | 2017-06-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.112.4.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-06 | IPDt |
| IP Tm | 15:29:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FADE40347EDA37BDAAEA51C23C24EF3E651A78B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9DBC47EE9FF6B86B10010C9835434503CDDFBDF7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,076,122 | 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 | $228,438 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,416 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,835 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,524 | CashBOYAmt |
| Cash EOY | $57,908 | CashEOYAmt |
| Cash EOYFMV | $57,908 | CashEOYFMVAmt |
| Corporate Stock BOY | $211,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $298,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $329,568 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $501,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $588,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $688,646 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $717,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $944,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,076,122 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $899,903 | CapitalStockBOYAmt |
| Capital Stock EOY | $899,903 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$182,824 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $717,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $944,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $717,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $944,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $717,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $944,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $944,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | 2016-11-21 | 2017-04-24 | $209,830 | $12,316 | $197,514 | $197,514 | |
| MICROSOFT CORP AVERAGE PRICE TRADE | 2016-11-21 | 2017-04-24 | $29,921 | $1,757 | $28,164 | $28,164 | |
| DODGE & COX INTERNATL STOCK FUND | 2015-12-21 | 2016-06-16 | $1,656 | $1,744 | -$88 | -$88 | |
| DODGE & COX INTERNATL STOCK FUND | 2015-02-06 | 2016-06-16 | $8,319 | $10,363 | -$2,044 | -$2,044 | |
| FIDELITY CONTRAFUND | 2015-12-11 | 2016-06-16 | $7,119 | $7,174 | -$55 | -$55 | |
| FIDELITY CONTRAFUND | 2010-11-19 | 2016-10-27 | $154 | $101 | $53 | $53 | |
| FIDELITY CONTRAFUND | $21,728 | $21,185 | $543 | $543 | |||
| METWEST UNCONSTRAINED BOND M | 2016-09-30 | 2016-10-27 | $126 | $126 | $0 | $0 | |
| METWEST UNCONSTRAINED BOND M | 2016-10-27 | $6,874 | $6,888 | -$14 | -$14 | ||
| VANGUARD INDEX FDS FORMERLY VANGUARD | 2015-02-06 | 2016-10-27 | $8,813 | $8,540 | $273 | $273 | |
| CAPITAL GAINS DIVIDENDS | $12,762 | $12,762 | $12,762 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,108 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $766,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $803,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $790,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,857 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $734,991 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,956 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $730,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054709 | DistributionYr5Rt |
| Total Distribution | 0.259541 | TotalDistributionRt |
| Average Distribution | 0.051908 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $873,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,342 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,386 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $356 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $356 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $4,417 | TaxDueAmt |
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 | HILL BARTH KING LLC | IndividualWithBooksNm |
| Phone | 2392632111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL N SUITE 200 | AddressLine1Txt |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ANTHONY W SALDUKAS | ||||||||
| 3838 TAMIAMI TRAIL N STE 200 | NAPLES | FL | 34103 | FINANCIAL DIRECTOR | 10.00 | $6,000 | $0 | $0 |
| STEVEN W SALDUKAS | ||||||||
| 3838 TAMIAMI TRAIL N STE 200 | NAPLES | FL | 34103 | PROGRAM DIRECTOR | 10.00 | $6,000 | $0 | $0 |
| LOIS J SALDUKAS | ||||||||
| 146 MOORINGS PARK DRIVE N-209 | NAPLES | FL | 34105 | TRUSTEE | 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 | $861,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $886,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $886,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $873,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,772 | TotalTaxAmt |
| Distributable Before Adj | $38,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,904 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,386 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,090 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,054 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,054 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,103 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,103 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS J SALDUKAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIS-NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | OTHER PUBLIC CHARITY | COMMUNITY ENRICHMENT | $4,000 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | |||||||
| 8900 N KENDALL DR | MIAMI | FL | 33176 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $8,000 |
| CONSERVANCY OF SW FLORIDA | |||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | NONE | OTHER PUBLIC CHARITY | COMMUNITY ENRICHMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,051 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SECURITIES SALES ARE MADE FOR THE PURPOSE OF GENERATING INVESTMENT INCOME FOR USE AS CHARITABLE GRANTS AND/OR DONATIONS | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LOIS J SALDUKAS TRUST UA 082191 LOIS J SALDUKAS TRUSTEE | ||||||
| 1 | 146 MOORINGS PARK DR UNIT N209 | NAPLES | FL | 341052445 | $103,462 | Yes (X) |
| LOIS J SALDUKAS TRUST UA 082191 LOIS J SALDUKAS TRUSTEE | ||||||
| 2 | 146 MOORINGS PARK DR UNIT N209 | NAPLES | FL | 341052445 | $124,976 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,700.000 SHARES IN MICROSOFT CORP | $103,462 | 2016-11-21 |
| 2 | 1,985.000 SHARES IN MICROSOFT CORP | $124,976 | 2017-01-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $298,002 | EOYBookValueAmt |
| EOYFMV | $329,568 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $588,973 | BookValueAmt |
| EOYFMV | $688,646 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,835 | Amt |
| Net Investment Income | $5,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |