THE WINDERMERE ISLAND FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WINDERMERE ISLAND FOUNDATION INC (EIN 30-0032200)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201621249349100537
- Schema version
- 2015v2.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T14:42:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39300 W TWELVE MILE RD SUITE 100 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 483312989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300032200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINDERMERE ISLAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 3136492020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 KERCHEVAL AVE NO 301 | AddressLine1Txt |
| City | GROSSE POINTE FARMS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER T KROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3136492020 | PhoneNum |
| Signature | 2016-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H JAMES BOYES JD CPA | PreparerPersonNm |
| PTIN | P00048294 | PTIN |
| Phone | 2485791100 | PhoneNum |
| Preparation | 2016-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $600,228 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $64,081 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $251,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $252,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $252,124 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $348,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $348,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $348,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $599,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $600,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $600,228 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $59 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $110 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $59 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $306,820 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $306,820 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $293,032 | RetainedEarningBOYAmt |
| Retained Earning EOY | $293,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $599,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $600,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $599,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $600,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $599,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $606,053 | SubtotalAmt |
| Other Decreases | $5,935 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $600,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2014-12-31 | AcquiredDt |
| Sold | 2015-01-02 | SoldDt |
| Gross Sales Price | $2,881 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,012 | CostOrOtherBasisAmt |
| Gain Or Loss | -$131 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$131 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$131 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,891 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $535,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113722 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $421,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093682 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $371,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $288,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.172441 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $217,555 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069959 | DistributionYr5Rt |
| Total Distribution | 0.559893 | TotalDistributionRt |
| Average Distribution | 0.111979 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $549,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $110 | 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 |
| Org Report Or Register State | MD | 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 | PETER T KROSS | IndividualWithBooksNm |
| Phone | 3136492020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 KERCHEVAL AVE SUITE 301 | AddressLine1Txt |
| City | GROSSE POINTE FARMS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48236 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH BARRETT-BROWN | |||||||||
| 4900 47TH STREET NW | WASHINGTON | DC | 20016 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JENNIFER CALDWELL FISHER | |||||||||
| 3620 CLAY ST | SAN FRANCISCO | CA | 94118 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MICHAEL FOSTER | |||||||||
| 400 GREENWOOD CREEK FARM LANE | GRASONVILLE | MD | 21638 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| GRETCHEN JACKSON | |||||||||
| 546 STREET RD RD2 | WEST GROVE | PA | 19390 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| LUCI BANIES JOHNSON | |||||||||
| NORTHWOOD TOWER 114 W 7TH STREET | AUSTIN | TX | 78701 | DIRECTOR | 0.00 | $0 | $0 | $0 | SUITE 900 |
| JAY I KISLAK | |||||||||
| 7900 MIAMI LAKES DRIVE WEST | MIAMI LAKES | FL | 33016 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| PETER T KROSS | |||||||||
| 248 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | TREASURER | 0.00 | $0 | $0 | $0 | |
| TONI LABOITEAUX | |||||||||
| 3246 COLUMBIA PKWY | CINNCINNATI | OH | 45226 | PRESIDENT | 0.00 | $0 | $0 | $0 | |
| SUSAN WALTON | |||||||||
| 1238 ASPEN DR | EVERGREEN | CO | 80438 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 | |
| KATHRYN M HAIDER | |||||||||
| 6 COURT OF COBBLESTONES | NORTHBROOK | IL | 60062 | DIRECTOR | 0.00 | $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 | $346,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $557,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $557,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $549,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110 | TotalTaxAmt |
| Distributable Before Adj | $27,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $28,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,456 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,492 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $134,787 | 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 | $134,787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,952 | ExcessFromYear4Amt |
| Excess From Year3 | $22,456 | ExcessFromYear3Amt |
| Excess From Year2 | $18,492 | ExcessFromYear2Amt |
| Excess From Year1 | $34,237 | ExcessFromYear1Amt |
| Excess From Current Year | $30,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BREAST CANCER COMMUNITY PROGRAM CO ONE ELEUTHERA FOUNDATION | |||||||||||
| QUEENS HIGHWAY | ROCK SOUND | ELEUTHERA | BF | NONE | 501(C)(3) | IMPROVE BREAST CANCER CARE | $5,000 | ||||
| DEEP CREEK MIDDLE SCHOOL | |||||||||||
| NONE | 501(C)(3) | EDUCATION | $10,000 | PO BOX 5910 15 ROSZEL ROAD | PRINCETON | NJ | 08543 | ||||
| ELEUTHERA ARTS & CULTURAL CENTER | |||||||||||
| LORD STREET | TARPUM BAY | ELEUTHERA | BF | NONE | 501(C)(3) | EDUCATION THROUGH THE ARTS | $10,000 | ||||
| EXCEPTIONAL EDUCATION OUTREACH | |||||||||||
| NONE | 501(C)(3) | EDUCATION AND LITERACY OUTREACH PROGRAMS FOR STUDENTS AND THEIR COMMUNITIES. | $10,000 | 650 NE 67TH STREET | MIAMI | FL | 33138 | ||||
| HEALTH ASSOCIATION OF CENTRAL ELEUTHERA | |||||||||||
| GOVERNORS HARBOUR | ELEUTHERA | BF | NONE | 501(C)(3) | PROMOTE HEALTH AND SAFETY OF RESIDENTS AND VISITORS OF ELEUTHERA. | $10,000 | |||||
| PET PALS | |||||||||||
| PO BOX EL-26518 | TARPUM BAY | ELEUTHERA | BF | NONE | 501(C)(3) | ANIMAL RESCUE | $3,000 | ||||
| SAIL CLUB | |||||||||||
| GOVERNORS HARBOUR | ELEUTHERA | BF | NONE | 501(C)(3) | PROMOTE AND FACILITATE THE SPORT OF SAILING IN ELEUTHERA | $5,000 | |||||
| SOUTH ELEUTHERA EMERGENCY PARTNERS | |||||||||||
| LORD STREET | TARPUM BAY | ELEUTHERA | BF | NONE | 501(C)(3) | EMERGENCY OPERATION CENTERS | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | 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 | $5,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,393 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MRAND MRS ROY JACKSON | |||||||
| 1 | 546 STREET ROAD RD 2 | WEST GROVE | PA | 19390 | $10,000 | Yes (X) | |
| JOHN FISHER AND JENNIFER CALDWELL L | |||||||
| 2 | 3620 CLAY STREET | SAN FRANCISCO | CA | 94118 | $10,000 | Yes (X) | |
| TONI LABOITEAUX | |||||||
| 3 | 3246 COLUMBIA PKWY | CINCINNATI | OH | 45226 | $5,000 | Yes (X) | |
| KATHRYN HAIDER | |||||||
| 4 | 6 COURT OF COBBLESTONES | NORTHBROOK | IL | 60062 | $10,000 | Yes (X) | |
| LUCI BAINES JOHNSON | |||||||
| 5 | 114 W 7TH STREET SUITE 900 | AUSTIN | TX | 78701 | $7,500 | Yes (X) | |
| SUSAN WALTON | |||||||
| 6 | 1238 ASPEN DR | EVERGREEN | CO | 80438 | $5,103 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 6 | ContributorNum |
| Noncash Property | 53 SH PPG INDUSTRIES | NoncashPropertyDesc |
| Fair Market Value | $5,103 | FairMarketValueAmt |
| Received | 2015-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEONARD & COMPANY # 762-11053 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $348,104 | BookValueAmt |
| EOYFMV | $348,104 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $5,935 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $4,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $59 | BOYBookValueAmt |
| EOY Book Value | $110 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $110 | $0 | $0 |
| FOREIGN TAX PAID | $37 | $37 | $0 |