SALDUKAS FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALDUKAS FAMILY FOUNDATION (EIN 65-6237118)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2015-01-30
- IRS object ID
- 201520309349100202
- Schema version
- 2013v4.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-30T10:15:38-06:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656237118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALDUKAS FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O HILL BARTH & KING LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALD | BusinessNameControlTxt |
| Phone | 2396496747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL N NO 200 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS J SALDUKAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2396496747 | PhoneNum |
| Signature | 2015-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY F HOLES | PreparerPersonNm |
| PTIN | P00055337 | PTIN |
| Phone | 2392632111 | PhoneNum |
| Preparation | 2015-01-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $826,176 | 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 | $7,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,439 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,777 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,031 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,031 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,746 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,957 | CashBOYAmt |
| Cash EOY | $28,666 | CashEOYAmt |
| Cash EOYFMV | $28,666 | CashEOYFMVAmt |
| Corporate Stock BOY | $49,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,803 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $654,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $749,707 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,021 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $722,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $704,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $899,903 | CapitalStockBOYAmt |
| Capital Stock EOY | $899,903 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$177,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$195,456 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $722,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $704,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $722,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $704,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $722,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $704,447 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $704,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $214,085 | $215,770 | -$1,685 | -$1,685 | |
| CAPITAL GAINS DIVIDENDS | $30,124 | $30,124 | $30,124 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,439 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,857 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $734,991 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $730,341 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,660 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $737,216 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $713,964 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $692,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062171 | DistributionYr5Rt |
| Total Distribution | 0.284004 | TotalDistributionRt |
| Average Distribution | 0.056801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $790,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILL BARTH KING LLC | IndividualWithBooksNm |
| Phone | 2392632111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL N SUITE 200 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY W SALDUKAS | ||||||||
| 3838 TAMIAMI TRAIL N STE 200 | NAPLES | FL | 34103 | FINANCIAL DIRECTOR | 10.00 | $6,000 | $0 | $0 |
| STEVEN W SALDUKAS | ||||||||
| 3838 TAMIAMI TRAIL N STE 200 | NAPLES | FL | 34103 | PROGRAM DIRECTOR | 10.00 | $6,000 | $0 | $0 |
| LOIS J SALDUKAS | ||||||||
| 146 MOORINGS PARK DRIVE N-209 | NAPLES | FL | 34105 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $772,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $802,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $802,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $790,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $39,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,129 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,386 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,917 | 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 | $8,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,837 | ExcessFromYear4Amt |
| Excess From Year3 | $7,129 | ExcessFromYear3Amt |
| Excess From Year2 | $3,927 | ExcessFromYear2Amt |
| Excess From Year1 | $1,754 | ExcessFromYear1Amt |
| Excess From Current Year | $2,386 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS J SALDUKAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVOW HOSPICE OF NAPLES | |||||||
| 1095 WHIPPOORWILL LN | NAPLES | FL | 34105 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $750 |
| BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC | |||||||
| 8900 N KENDALL DR | MIAMI | FL | 33176 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $10,000 |
| CONSERVANCY OF SW FLORIDA | |||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | NONE | OTHER PUBLIC CHARITY | COMMUNITY ENRICHMENT | $6,000 |
| NATIONAL ALLIANCE FOR THE MENTALLY ILL | |||||||
| 5020 TAMIAMI TRAIL NORTH SUITE 110 | NAPLES | FL | 34103 | NONE | OTHER PUBLIC CHARITY | MEDICAL | $2,500 |
| PHILHARMONIC CENTER FOR THE ARTS | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 341082740 | NONE | OTHER PUBLIC CHARITY | COMMUNITY ENRICHMENT | $10,000 |
| WGCU-TV | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 339656502 | NONE | OTHER PUBLIC CHARITY | EDUCATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,439 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,777 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SECURITIES SALES ARE MADE FOR THE PURPOSE OF GENERATING INVESTMENT INCOME FOR USE AS CHARITABLE GRANTS AND/OR DONATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $49,973 | EOYBookValueAmt |
| EOYFMV | $47,803 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $625,808 | BookValueAmt |
| EOYFMV | $749,707 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,021 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,021 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $4,010 | Amt |
| Net Investment Income | $4,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |