ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-12
- IRS object ID
- 201741639349100114
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-12T09:53:33-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 5087482133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 Pelican Bay Blvd | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur S Tarlow | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-06-12 | 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 | 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 | $1,638,193 | 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 | $34 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $470,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,198 | 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 | $12,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,128 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,922 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,079 | CashBOYAmt |
| Cash EOY | $23,193 | CashEOYAmt |
| Cash EOYFMV | $23,193 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,257 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $165 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,342,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,394,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,575,743 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,389,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,457,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,638,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $613 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,166 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,389,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,450,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,389,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,457,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,389,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,457,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,389,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,436 | OtherIncreasesAmt |
| Subtotal | $1,457,390 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,457,390 | 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 | 2016-01-01 | 2016-12-31 | $47,208 | $45,891 | $1,317 | $1,317 |
| Raymond James #4530 | P | 2011-01-01 | 2016-12-31 | $422,714 | $339,126 | $83,588 | $83,588 |
| Capital Gains | P | 2015-01-01 | 2016-12-31 | $694 | $694 | $694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,072 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,586,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,998 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,603,403 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,548 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,426,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,276,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,251,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03923 | DistributionYr5Rt |
| Total Distribution | 0.227825 | TotalDistributionRt |
| Average Distribution | 0.045565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,555,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,191 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,933 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,598 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,598 | SubtotalAmt |
| Tax Based On Investment Income | $2,598 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,631 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,631 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $33 | AppliedToESTaxAmt |
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 | Arthur Tarlow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088482133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 Pelican Bay Blvd 406 | AddressLine1Txt |
| City | Naple | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 S Tarlow | ||||||
| 7425 Pelican Bay Boulevard | Naples | FL | 34108 | 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 | $1,524,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $83 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,579,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,579,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,555,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,598 | TotalTaxAmt |
| Distributable Before Adj | $75,194 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,194 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,194 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,933 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,933 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,933 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,194 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,783 | UndistributedIncomePYAmt |
| Qualifying Distributions | $70,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,783 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,150 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $73,044 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Africa 6000 International | |||||||
| 2425 West 23rd Street | Erie | PA | 16506 | None | PC | Operating Support | $2,500 |
| Harry Chapin Food Bank | |||||||
| 3760 Fowler St | Fort Myers | FL | 33901 | None | PC | Operating Support | $350 |
| The Middleton Society Univ Wisconsi | |||||||
| 1848 University Avenue | Madison | WI | 53726 | None | PC | Operating Support | $250 |
| Avow Hospice Naples | |||||||
| 1095 Whippoorwill | Naples | FL | 34105 | None | PC | Operating Support | $2,300 |
| Tufts University School of Medicine | |||||||
| 136 Harrison Ave | Boston | MA | 02111 | None | PC | Operating Support | $10,000 |
| Lahey Clinic Foundation | |||||||
| 41 Mall Road | Burlington | MA | 01805 | None | PC | Operating Support | $25,000 |
| St Matthews House Inc | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | None | PC | Operating Support | $2,283 |
| Neighborhood Health CLinic | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | None | PC | Operating Support | $1,500 |
| 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 | $1,000 |
| 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 | $2,500 |
| Salvation Army | |||||||
| 3180 Estey Avenue | Naples | FL | 34104 | None | PC | Operating Support | $2,500 |
| 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 | $1,000 |
| 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 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,683 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,599 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,232 | 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 |
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 | $1,394,940 | EOYBookValueAmt |
| EOYFMV | $1,575,743 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Nontaxable distribution | $1,883 |
| Prior period adjustment | $6,553 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $12,128 | Amt |
| Net Investment Income | $12,128 | 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 | $1,922 | $1,922 |
| Other | $38 |