KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-16
- IRS object ID
- 201631079349100003
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-16T13:18:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191049 | 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 | 912090674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENT | BusinessNameControlTxt |
| Phone | 2394372022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 OLD WHISKEY CREEK DR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEREE A KENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2394372022 | PhoneNum |
| Signature | 2016-04-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2016-03-30 | 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 | $233,104 | 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 |
| Dividends Rev And Expnss | $3,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,013 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,183 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $228,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $203,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $270,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $233,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $270,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $233,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $270,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $233,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $270,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $233,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $270,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,538 | ExcessRevenueOverExpensesAmt |
| Subtotal | $248,457 | SubtotalAmt |
| Other Decreases | $15,353 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $233,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1.581 AMERICAN CAP INC BUILDER A | P | 2006-07-18 | 2015-04-15 | $96 | $89 | $7 | $7 |
| 35.134 AMERICAN NEW WORLD A | P | 2006-05-19 | 2015-04-15 | $2,000 | $1,558 | $442 | $442 |
| 6.251 AMERICAN CAP INC BUILDER A | P | 2006-09-21 | 2015-04-15 | $381 | $363 | $18 | $18 |
| 40.585 AMERICAN SMALLCAP WORLD A | P | 2006-05-19 | 2015-04-15 | $2,000 | $1,623 | $377 | $377 |
| 17.346 AMERICAN CAP INC BUILDER A | P | 2006-12-26 | 2015-04-15 | $1,057 | $1,054 | $3 | $3 |
| 7.264 AMERICAN CAP INC BUILDER A | P | 2006-12-27 | 2015-04-15 | $442 | $441 | $1 | $1 |
| 0.392 AMERICAN CAP INC BUILDER A | P | 2006-12-29 | 2015-04-15 | $24 | $24 | ||
| 41.663 AMERICAN CAP WRLD GR & INC A | P | 2006-09-15 | 2015-02-20 | $2,000 | $1,707 | $293 | $293 |
| 41.244 AMERICAN CAP WRLD GR & INC A | P | 2006-09-15 | 2015-04-15 | $2,000 | $1,690 | $310 | $310 |
| 38.78 AMERICAN EUROPACIFIC GRW A | P | 2006-09-15 | 2015-04-15 | $2,000 | $1,808 | $192 | $192 |
| 40.572 AMERICAN GR FD OF AMERICA A | P | 2006-05-19 | 2015-02-20 | $1,804 | $1,313 | $491 | $491 |
| 26.914 AMERICAN GR FD OF AMERICA A | P | 2006-09-15 | 2015-02-20 | $1,196 | $880 | $316 | $316 |
| 44.48 AMERICAN GR FD OF AMERICA A | P | 2006-09-15 | 2015-04-15 | $2,000 | $1,454 | $546 | $546 |
| 90.669 AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2015-02-20 | $2,000 | $1,134 | $866 | $866 |
| 91.08 AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2015-04-15 | $2,000 | $1,139 | $861 | $861 |
| 52.567 AMERICAN INV CO OF AMER A | P | 2006-05-19 | 2015-02-20 | $2,000 | $1,754 | $246 | $246 |
| 53.012 AMERICAN INV CO OF AMER A | P | 2006-05-19 | 2015-04-15 | $2,000 | $1,769 | $231 | $231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,582 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $274,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.228304 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $300,376 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,193 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $312,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.230660 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $333,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082623 | DistributionYr5Rt |
| Total Distribution | 0.698529 | TotalDistributionRt |
| Average Distribution | 0.139706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $240,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,543 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,255 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $149 | SubtotalAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $149 | 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 |
| 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 |
| Individual With Books | SHEREE A KENT | IndividualWithBooksNm |
| Phone | 2394372022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 WHISKEY CREEK DRIVE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SHEREE A KENT | ||||||||
| 6906 OLD WHISKEY CREEK DR | FORT MYERS | FL | 33919 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ASHLEE E METCALF | ||||||||
| 153 FOX GLEN DRIVE EAST | COLUMBUS | OH | 43147 | TREASURER | 1.00 | $0 | $0 | $0 |
| ADAM J KENT | ||||||||
| 9416 RIVER OTTER DRIVE | FORT MYERS | FL | 33912 | SECRETARY | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $212,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,754 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $243,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $11,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,255 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $149 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,856 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,043 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,724 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,255 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,399 | RemainingDistriFromCorpusAmt |
| Total Corpus | $159,468 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,043 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $148,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,658 | ExcessFromYear4Amt |
| Excess From Year3 | $6,332 | ExcessFromYear3Amt |
| Excess From Year2 | $10,724 | ExcessFromYear2Amt |
| Excess From Year1 | $49,312 | ExcessFromYear1Amt |
| Excess From Current Year | $25,399 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 28441 BONITA CROSSINGS BL | BONITA SPRINGS | FL | 34135 | PUBLIC CHARITY | FINANCIAL SUPPORT | $12,319 | |
| ARC OF COASTAL CAROLINA | |||||||
| 1010 5TH AVE N | SURFSIDE BEACH | SC | 29575 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARI | |
| CHILDRENS ASSESSMENT CENT | |||||||
| 901 MICHIGAN NE | GRAND RAPIDS | MI | 49503 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARI | |
| CLC | |||||||
| 2428 BURTON ST | GRAND RAPIDS | MI | 49546 | PUBLIC CHARITY | FINANCIAL SUPPORT | $2,500 | |
| HEART TO HEART MISSION | |||||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | PUBLIC CHARITY | FINANCIAL SUPPORT | $6,000 | |
| HOPE HOSPICE AT SHELL PT | |||||||
| 15000 SHELL PT BLVD 100 | FORT MYERS | FL | 33908 | FINANCIAL SUPPORT | $5,000 | PUBLIC CHARI | |
| PLAY FOR PINK | |||||||
| 16121 CHELSEA LYN WAY | FORT MYERS | FL | 33908 | FINANCIAL SUPPORT | $5,000 | PUBLIC CHARI | |
| RONALD MCDONALD CHARITIES | |||||||
| 3520 KRAFT ROAD STE 100 | NAPLES | FL | 34105 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARI | |
| ST MICHAEL LUTHERAN SCHOOL | |||||||
| 3595 BROADWAY | FORT MYERS | FL | 33901 | PUBLIC CHARITY | FINANCIAL SUPPORT | $2,236 | |
| SWFL CHILDREN'S CHARITIES INC | |||||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARI | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,055 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,013 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $203,921 | BookValueAmt |
| EOYFMV | $203,921 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN FMV | Desc |
| Amt | $15,353 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FL ANNUAL FEE | $61 | $61 |
| FOREIGN TAXES | $114 | $114 |
| MISCELLANEOUS EXPENSE | $3 | |
| EXCISE TAX | $218 |