CALVANESE FAMILY FOUNDATION TRUST D TD: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CALVANESE FAMILY FOUNDATION TRUST D TD (EIN 65-6230833)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201531289349101003
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T12:33:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 656230833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVANESE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 2392628686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL NORTH SUITE 300 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS A CALVANESE | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 2392628686 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P DIBENEDETTO CPA | PreparerPersonNm |
| PTIN | P01310270 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2015-05-02 | 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 | $298,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $647 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,475 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,997 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,683 | CashBOYAmt |
| Cash EOY | $32,772 | CashEOYAmt |
| Cash EOYFMV | $32,772 | CashEOYFMVAmt |
| Corporate Stock BOY | $77 | CorporateStockBOYAmt |
| Corporate Stock EOY | $724 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $265,346 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $298,118 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $143 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $143 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $143 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 500 SHS MOODYS CORP | PropertyDesc |
| Acquired | 1996-03-30 | AcquiredDt |
| Sold | 2014-03-10 | SoldDt |
| Gross Sales Price | $42,475 | GrossSalesPriceAmt |
| Gain Or Loss | $42,475 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,475 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,475 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,420 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $314,264 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.281356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $263,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,182 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $251,625 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.135845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $251,831 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060072 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,935 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $273,797 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047243 | DistributionYr5Rt |
| Total Distribution | 0.600374 | TotalDistributionRt |
| Average Distribution | 0.120075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $283,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,409 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $347 | OverpaymentAmt |
| Applied To ES Tax | $347 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | MR DENNIS CALVANESE | IndividualWithBooksNm |
| Phone | 2392628686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLIFTONLARSONALLEN 4099 TAMIAMI | AddressLine1Txt |
| Address Line2 | TRAIL | AddressLine2Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS A CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | MGR. TRUSTEE | 5.00 | $0 | $0 | $0 |
| AMY CALVANESE | ||||||||
| 132 E DELAWARE PLACE APT 5802 | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| BART CALVANESE | ||||||||
| 65 CHESTNUT AVE | CLARENDON HILLS | IL | 60514 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| MICHELLE CALVANESE | ||||||||
| 550 W FULTON STREET APT 607 | CHICAGO | IL | 60661 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| PAXTON CALVANESE | ||||||||
| 214 FOURTH STREET | DOWNERS GROVE | IL | 60515 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SANDRA J CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | DIRECTOR | 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 | $251,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $287,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $13,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,056 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,367 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,817 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $107,107 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,332 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,439 | 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 | $126,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,056 | ExcessFromYear4Amt |
| Excess From Year3 | $22,367 | ExcessFromYear3Amt |
| Excess From Year2 | $6,817 | ExcessFromYear2Amt |
| Excess From Year1 | $74,867 | ExcessFromYear1Amt |
| Excess From Current Year | $19,332 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARTIS-NAPLES | |||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | OPERATIONS | $6,000 |
| CATO INSTITUTE | |||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | OPERATIONS | $1,000 |
| UNIVERSITY OF CHICAGO | |||||
| 5235 S HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | OPERATIONS | $50 |
| JUDICIAL WATCH | |||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | GENERAL FUND | $4,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||
| 220 SOUTH MICHIGAN AVE | CHICAGO | IL | 60604 | OPERATIONS | $1,000 |
| HILLEL | |||||
| 800 8TH STREET NORTHWEST | WASHINGTON | DC | 20001 | OPERATIONS | $1,000 |
| FRANKLIN CENTER FOR GOVERNMENT AND PUBLIC INTEGRITY | |||||
| 1229 KING STREET | ALEXANDRIA | VA | 22314 | OPERATIONS | $2,000 |
| RAVINIA FESTIVAL | |||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | OPERATIONS | $3,500 |
| UNITED SERVICE ORGANIZATIONS INC | |||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | OEPRATIONS | $1,000 |
| HERITAGE FOUNDATION | |||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | GENERAL FUND | $2,500 |
| NATIONAL RIFLE ASSOCIATION | |||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | GENERAL FUND | $500 |
| BOY AND GIRLS CLUB | |||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | GENERAL FUND | $1,000 |
| TOYS FOR TOTS | |||||
| 3180 ESTEY AVE | NAPLES | FL | 34104 | GENERAL FUND | $125 |
| NATIONAL CENTER FOR PUBLIC POLICY RESEARCH | |||||
| 501 CAPITAL COURT NE | WASHINGTON | DC | 20002 | GENERAL FUND | $1,000 |
| USJF | |||||
| 932 D STREET SUITE 2 | ROMONA | CA | 92065 | GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,775 | 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 | $3,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,086 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN SECURITIES | StockNm |
| EOY Book Value | $724 | EOYBookValueAmt |
| EOYFMV | $265,346 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT | $692 | $0 | $0 |
| FEDERAL ESTIMATES | $1,080 | $0 | $0 |