KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-27
- IRS object ID
- 201511179349100501
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-27T07:59:25-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-04-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2015-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $270,995 | 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 | $4,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,318 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,995 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,614 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,512 | CorporateStockBOYAmt |
| Other Investments BOY | $290,124 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $228,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $228,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $324,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $270,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $324,476 | RetainedEarningBOYAmt |
| Retained Earning EOY | $270,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,476 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $270,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $270,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,476 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,015 | ExcessRevenueOverExpensesAmt |
| Subtotal | $283,461 | SubtotalAmt |
| Other Decreases | $12,466 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $270,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BD FD OF AMERICA A | P | 2013-02-28 | 2014-02-24 | $47 | $49 | -$2 | -$2 |
| AMERICAN BD FD OF AMERICA A | P | 2006-08-28 | 2014-02-24 | $94 | $99 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2007-07-26 | 2014-02-24 | $105 | $110 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-09-26 | 2014-02-24 | $112 | $105 | $7 | $7 |
| AMERICAN BD FD OF AMERICA A | P | 2009-11-27 | 2014-02-24 | $81 | $77 | $4 | $4 |
| AMERICAN BD FD OF AMERICA A | P | 2011-02-28 | 2014-02-24 | $70 | $68 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2012-05-24 | 2014-02-24 | $56 | $57 | -$1 | -$1 |
| AMERICAN GR FD OF AMERICA A | P | 2006-05-19 | 2014-10-30 | $5,000 | $3,514 | $1,486 | $1,486 |
| AMERICAN BD FD OF AMERICA A | P | 2013-03-28 | 2014-02-24 | $47 | $48 | -$1 | -$1 |
| AMERICAN BD FD OF AMERICA A | P | 2006-10-11 | 2014-02-24 | $94 | $99 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2007-08-27 | 2014-02-24 | $106 | $111 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-10-27 | 2014-02-24 | $122 | $105 | $17 | $17 |
| AMERICAN BD FD OF AMERICA A | P | 2009-12-28 | 2014-02-24 | $90 | $84 | $6 | $6 |
| AMERICAN BD FD OF AMERICA A | P | 2011-03-28 | 2014-02-24 | $70 | $68 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2012-06-27 | 2014-02-24 | $65 | $66 | -$1 | -$1 |
| AMERICAN GR FD OF AMERICA A | P | 2006-05-19 | 2014-12-23 | $5,000 | $3,780 | $1,220 | $1,220 |
| AMERICAN BD FD OF AMERICA A | P | 2013-04-26 | 2014-02-24 | $40 | $41 | -$1 | -$1 |
| AMERICAN BD FD OF AMERICA A | P | 2006-10-26 | 2014-02-24 | $95 | $100 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2007-09-26 | 2014-02-24 | $106 | $111 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-11-26 | 2014-02-24 | $125 | $106 | $19 | $19 |
| AMERICAN BD FD OF AMERICA A | P | 2010-01-26 | 2014-02-24 | $74 | $71 | $3 | $3 |
| AMERICAN BD FD OF AMERICA A | P | 2011-04-26 | 2014-02-24 | $75 | $74 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2012-07-27 | 2014-02-24 | $58 | $60 | -$2 | -$2 |
| AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2014-03-19 | $5,000 | $3,017 | $1,983 | $1,983 |
| AMERICAN BD FD OF AMERICA A | P | 2013-05-28 | 2014-02-24 | $51 | $51 | ||
| AMERICAN BD FD OF AMERICA A | P | 2006-11-27 | 2014-02-24 | $94 | $100 | -$6 | -$6 |
| AMERICAN BD FD OF AMERICA A | P | 2007-10-26 | 2014-02-24 | $105 | $112 | -$7 | -$7 |
| AMERICAN BD FD OF AMERICA A | P | 2008-12-26 | 2014-02-24 | $187 | $159 | $28 | $28 |
| AMERICAN BD FD OF AMERICA A | P | 2010-02-26 | 2014-02-24 | $82 | $78 | $4 | $4 |
| AMERICAN BD FD OF AMERICA A | P | 2011-05-26 | 2014-02-24 | $76 | $75 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2012-08-27 | 2014-02-24 | $60 | $62 | -$2 | -$2 |
| AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2014-10-30 | $3,000 | $1,743 | $1,257 | $1,257 |
| AMERICAN BD FD OF AMERICA A | P | 2013-06-28 | 2014-02-24 | $54 | $54 | ||
| AMERICAN BD FD OF AMERICA A | P | 2006-12-28 | 2014-02-24 | $45 | $48 | -$3 | -$3 |
| AMERICAN BD FD OF AMERICA A | P | 2007-11-26 | 2014-02-24 | $107 | $112 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-12-26 | 2014-02-24 | $151 | $128 | $23 | $23 |
| AMERICAN BD FD OF AMERICA A | P | 2010-03-26 | 2014-02-24 | $82 | $78 | $4 | $4 |
| AMERICAN BD FD OF AMERICA A | P | 2011-06-27 | 2014-02-24 | $73 | $73 | ||
| AMERICAN BD FD OF AMERICA A | P | 2012-09-27 | 2014-02-24 | $55 | $57 | -$2 | -$2 |
| AMERICAN INC FD OF AMERICA A | P | 2009-04-22 | 2014-12-23 | $3,000 | $1,729 | $1,271 | $1,271 |
| AMERICAN BD FD OF AMERICA A | P | 2013-07-26 | 2014-02-24 | $43 | $43 | ||
| AMERICAN BD FD OF AMERICA A | P | 2006-12-29 | 2014-02-24 | $131 | $139 | -$8 | -$8 |
| AMERICAN BD FD OF AMERICA A | P | 2007-12-26 | 2014-02-24 | $148 | $153 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2009-01-26 | 2014-02-24 | $63 | $54 | $9 | $9 |
| AMERICAN BD FD OF AMERICA A | P | 2010-04-26 | 2014-02-24 | $82 | $78 | $4 | $4 |
| AMERICAN BD FD OF AMERICA A | P | 2011-07-26 | 2014-02-24 | $78 | $77 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2012-10-26 | 2014-02-24 | $52 | $54 | -$2 | -$2 |
| AMERICAN NEW PERSPECTIVE A | P | 2006-05-19 | 2014-12-23 | $5,000 | $4,027 | $973 | $973 |
| AMERICAN BD FD OF AMERICA A | P | 2013-08-28 | 2014-02-24 | $46 | $45 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2007-01-26 | 2014-02-24 | $59 | $63 | -$4 | -$4 |
| AMERICAN BD FD OF AMERICA A | P | 2008-01-09 | 2014-02-24 | $98 | $101 | -$3 | -$3 |
| AMERICAN BD FD OF AMERICA A | P | 2009-02-26 | 2014-02-24 | $128 | $108 | $20 | $20 |
| AMERICAN BD FD OF AMERICA A | P | 2010-05-26 | 2014-02-24 | $82 | $79 | $3 | $3 |
| AMERICAN BD FD OF AMERICA A | P | 2011-08-26 | 2014-02-24 | $71 | $71 | ||
| AMERICAN BD FD OF AMERICA A | P | 2012-11-27 | 2014-02-24 | $60 | $62 | -$2 | -$2 |
| AMERICAN NEW WORLD A | P | 2006-05-19 | 2014-12-23 | $2,000 | $1,563 | $437 | $437 |
| AMERICAN BD FD OF AMERICA A | P | 2013-09-27 | 2014-02-24 | $40 | $39 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2007-02-26 | 2014-02-24 | $20 | $22 | -$2 | -$2 |
| AMERICAN BD FD OF AMERICA A | P | 2008-01-28 | 2014-02-24 | $70 | $73 | -$3 | -$3 |
| AMERICAN BD FD OF AMERICA A | P | 2009-03-26 | 2014-02-24 | $130 | $109 | $21 | $21 |
| AMERICAN BD FD OF AMERICA A | P | 2010-06-28 | 2014-02-24 | $81 | $79 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2011-09-26 | 2014-02-24 | $65 | $65 | ||
| AMERICAN BD FD OF AMERICA A | P | 2012-12-27 | 2014-02-24 | $57 | $59 | -$2 | -$2 |
| AMERICAN SMALLCAP WORLD A | P | 2006-05-19 | 2014-10-30 | $3,000 | $2,459 | $541 | $541 |
| AMERICAN BD FD OF AMERICA A | P | 2013-10-28 | 2014-02-24 | $46 | $46 | ||
| AMERICAN BD FD OF AMERICA A | P | 2007-02-26 | 2014-02-24 | $75 | $80 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-02-26 | 2014-02-24 | $105 | $107 | -$2 | -$2 |
| AMERICAN BD FD OF AMERICA A | P | 2009-04-27 | 2014-02-24 | $120 | $102 | $18 | $18 |
| AMERICAN BD FD OF AMERICA A | P | 2010-07-26 | 2014-02-24 | $81 | $79 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2011-10-26 | 2014-02-24 | $76 | $76 | ||
| AMERICAN BD FD OF AMERICA A | P | 2013-01-28 | 2014-02-24 | $46 | $47 | -$1 | -$1 |
| NUCOR CORPORATION | P | 2008-11-06 | 2014-02-24 | $20,076 | $23,337 | -$3,261 | -$3,261 |
| AMERICAN BD FD OF AMERICA A | P | 2013-11-27 | 2014-02-24 | $47 | $47 | ||
| AMERICAN BD FD OF AMERICA A | P | 2007-03-26 | 2014-02-24 | ||||
| AMERICAN BD FD OF AMERICA A | P | 2008-03-26 | 2014-02-24 | $101 | $102 | -$1 | -$1 |
| AMERICAN BD FD OF AMERICA A | P | 2009-05-26 | 2014-02-24 | $118 | $103 | $15 | $15 |
| AMERICAN BD FD OF AMERICA A | P | 2010-08-26 | 2014-02-24 | $80 | $79 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2011-11-28 | 2014-02-24 | $72 | $72 | ||
| AMERICAN CAP INC BUILDER A | P | 2006-07-18 | 2014-10-30 | $3,000 | $2,793 | $207 | $207 |
| AMERICAN BD FD OF AMERICA A | P | 2013-12-27 | 2014-02-24 | $55 | $54 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2007-03-26 | 2014-02-24 | $95 | $102 | -$7 | -$7 |
| AMERICAN BD FD OF AMERICA A | P | 2008-04-28 | 2014-02-24 | $101 | $102 | -$1 | -$1 |
| AMERICAN BD FD OF AMERICA A | P | 2009-06-26 | 2014-02-24 | $94 | $84 | $10 | $10 |
| AMERICAN BD FD OF AMERICA A | P | 2010-09-27 | 2014-02-24 | $80 | $80 | ||
| AMERICAN BD FD OF AMERICA A | P | 2011-12-27 | 2014-02-24 | $119 | $118 | $1 | $1 |
| AMERICAN CAP WRLD GR & INC A | P | 2006-09-15 | 2014-10-30 | $5,000 | $4,393 | $607 | $607 |
| AMERICAN BD FD OF AMERICA A | P | 2014-01-31 | 2014-02-24 | $44 | $44 | ||
| AMERICAN BD FD OF AMERICA A | P | 2007-04-26 | 2014-02-24 | ||||
| AMERICAN BD FD OF AMERICA A | P | 2008-05-27 | 2014-02-24 | $101 | $103 | -$2 | -$2 |
| AMERICAN BD FD OF AMERICA A | P | 2009-07-27 | 2014-02-24 | $84 | $76 | $8 | $8 |
| AMERICAN BD FD OF AMERICA A | P | 2010-10-26 | 2014-02-24 | $80 | $80 | ||
| AMERICAN BD FD OF AMERICA A | P | 2012-01-30 | 2014-02-24 | $61 | $62 | -$1 | -$1 |
| AMERICAN CAP WRLD GR & INC A | P | 2006-09-15 | 2014-12-23 | $3,000 | $2,653 | $347 | $347 |
| AMERICAN BD FD OF AMERICA A | P | 2006-06-16 | 2014-02-24 | $13,705 | $14,539 | -$834 | -$834 |
| AMERICAN BD FD OF AMERICA A | P | 2007-04-26 | 2014-02-24 | $96 | $102 | -$6 | -$6 |
| AMERICAN BD FD OF AMERICA A | P | 2008-06-26 | 2014-02-24 | $103 | $103 | ||
| AMERICAN BD FD OF AMERICA A | P | 2009-08-26 | 2014-02-24 | $83 | $76 | $7 | $7 |
| AMERICAN BD FD OF AMERICA A | P | 2010-11-26 | 2014-02-24 | $82 | $80 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2012-02-28 | 2014-02-24 | $65 | $65 | ||
| AMERICAN EUROPACIFIC GRW A | P | 2006-05-19 | 2014-03-19 | $2,406 | $2,286 | $120 | $120 |
| AMERICAN BD FD OF AMERICA A | P | 2006-06-26 | 2014-02-24 | $10 | $11 | -$1 | -$1 |
| AMERICAN BD FD OF AMERICA A | P | 2007-05-29 | 2014-02-24 | $97 | $103 | -$6 | -$6 |
| AMERICAN BD FD OF AMERICA A | P | 2008-07-28 | 2014-02-24 | $106 | $104 | $2 | $2 |
| AMERICAN BD FD OF AMERICA A | P | 2009-09-28 | 2014-02-24 | $82 | $77 | $5 | $5 |
| AMERICAN BD FD OF AMERICA A | P | 2010-12-27 | 2014-02-24 | $92 | $89 | $3 | $3 |
| AMERICAN BD FD OF AMERICA A | P | 2012-03-28 | 2014-02-24 | $62 | $62 | ||
| AMERICAN EUROPACIFIC GRW A | P | 2006-09-15 | 2014-03-19 | $2,594 | $2,502 | $92 | $92 |
| AMERICAN BD FD OF AMERICA A | P | 2006-07-26 | 2014-02-24 | $95 | $99 | -$4 | -$4 |
| AMERICAN BD FD OF AMERICA A | P | 2007-06-26 | 2014-02-24 | $98 | $103 | -$5 | -$5 |
| AMERICAN BD FD OF AMERICA A | P | 2008-08-26 | 2014-02-24 | $107 | $104 | $3 | $3 |
| AMERICAN BD FD OF AMERICA A | P | 2009-10-26 | 2014-02-24 | $82 | $77 | $5 | $5 |
| AMERICAN BD FD OF AMERICA A | P | 2011-01-26 | 2014-02-24 | $61 | $60 | $1 | $1 |
| AMERICAN BD FD OF AMERICA A | P | 2012-04-30 | 2014-02-24 | $62 | $63 | -$1 | -$1 |
| AMERICAN GR FD OF AMERICA A | P | 2006-05-19 | 2014-03-03 | $5,000 | $3,687 | $1,313 | $1,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,318 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $300,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084894 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $312,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.230660 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $333,105 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,095 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $337,264 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098128 | DistributionYr5Rt |
| Total Distribution | 0.568353 | TotalDistributionRt |
| Average Distribution | 0.113671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $274,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,159 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,800 | 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 | $218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $218 | SubtotalAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $218 | 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 (6 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 |
| THOMAS R KENT | ||||||||
| 1275 PERKINS NE | GRAND RAPIDS | MI | 49505 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHELLE A KENT | ||||||||
| 1225 DORROLL NE | GRAND RAPIDS | MI | 49505 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN J KENT | ||||||||
| 3831 COOK CT | WYOMING | MI | 49505 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHLEE E KENT | ||||||||
| 8814 NEW CASTLE DR | FORT MYERS | FL | 33908 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM J KENT | ||||||||
| 1205 SOUTH TROON APT 1144 | CHARLOTTE | NC | 28203 | DIRECTOR | 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 | $262,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,291 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $278,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $218 | TotalTaxAmt |
| Distributable Before Adj | $13,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,488 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,312 | RemainingDistriFromCorpusAmt |
| Total Corpus | $150,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,043 | ExcessFromYear4Amt |
| Excess From Year3 | $56,658 | ExcessFromYear3Amt |
| Excess From Year2 | $6,332 | ExcessFromYear2Amt |
| Excess From Year1 | $10,724 | ExcessFromYear1Amt |
| Excess From Current Year | $49,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| PLAY FOR PINK | |||||||
| 16121 CHELSEA LYN WAY | FORT MYERS | FL | 33908 | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 | |
| CHILDRENS ASSESSMENT CENT | |||||||
| 901 MICHIGAN NE | GRAND RAPIDS | MI | 49503 | PUBLIC CHARI | FINANCIAL SUPPORT | $1,000 | |
| SWFL CHILDREN'S CHARITIES INC | |||||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | PUBLIC CHARI | FINANCIAL SUPPORT | $46,000 | |
| HOPE HOSPICE AT SHELL PT | |||||||
| 15000 SHELL PT BLVD 100 | FORT MYERS | FL | 33908 | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 | |
| ARC OF COASTAL CAROLINA | |||||||
| 1010 5TH AVE N | SURFSIDE BEACH | SC | 29575 | PUBLIC CHARI | FINANCIAL SUPPORT | $1,000 | |
| RONALD MCDONALD CHARITIES | |||||||
| 3520 KRAFT ROAD STE 100 | NAPLES | FL | 34105 | PUBLIC CHARI | FINANCIAL SUPPORT | $1,000 | |
| CLC | |||||||
| 2428 BURTON ST | GRAND RAPIDS | MI | 49546 | FINANCIAL SUPPORT | $2,500 | PUBLIC CHARITY | |
| AMERICAN HEART ASSOCIATION | |||||||
| 28441 BONITA CROSSINGS BL | BONITA SPRINGS | FL | 34135 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARITY | |
| ST MICHAEL LUTHERAN SCHOOL | |||||||
| 3595 BROADWAY | FORT MYERS | FL | 33901 | FINANCIAL SUPPORT | $100 | PUBLIC CHARITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,995 | 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 | $1,350 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS & OPTIONS | StockNm |
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 | $228,381 | BookValueAmt |
| EOYFMV | $228,381 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN FMV | Desc |
| Amt | $12,466 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FL ANNUAL FEE | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |