KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201431279349101558
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T14:22:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 339191049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEREE A KENT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2394372022 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $324,476 | 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 | $5,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,285 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,582 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $251 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,840 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,393 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,512 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $271,135 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $290,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $290,124 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $294,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $294,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $324,476 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,309 | OtherIncreasesAmt |
| Subtotal | $324,476 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BOND FUND | P | 2006-06-16 | 2013-01-17 | $2,000 | $2,062 | -$62 | -$62 |
| AMERICAN BOND FUND | P | 2006-06-16 | 2013-07-29 | $5,000 | $5,335 | -$335 | -$335 |
| AMERICAN CAP INC BUILDER | P | 2006-07-18 | 2013-01-10 | $2,000 | $2,091 | -$91 | -$91 |
| AMERICAN CAP INC BUILDER | P | 2006-07-18 | 2013-01-17 | $4,000 | $4,168 | -$168 | -$168 |
| AMERICNA CAP INC BUILDER | P | 2006-07-18 | 2013-05-14 | $3,000 | $2,915 | $85 | $85 |
| AMERICAN CAP INC BUILDER | P | 2006-07-18 | 2013-07-29 | $5,000 | $4,986 | $14 | $14 |
| AMERICAN CAP WRLD GR & INC | P | 2006-05-19 | 2013-01-17 | $3,000 | $3,139 | -$139 | -$139 |
| AMERICAN CAP WRLD GR & INC | P | 2006-05-19 | 2013-07-29 | $1,944 | $1,893 | $51 | $51 |
| AMERICAN CAP WRLD GR & INC | P | 2006-06-22 | 2013-07-29 | $146 | $131 | $15 | $15 |
| AMERICAN CAP WRLD GR & INC | P | 2006-09-15 | 2013-07-29 | $7,910 | $7,873 | $37 | $37 |
| AMERICAN GR FD OF AMERICA | P | 2006-05-19 | 2013-01-10 | $3,000 | $2,735 | $265 | $265 |
| AMERICAN GR FD OF AMERICA | P | 2006-05-19 | 2013-01-17 | $3,000 | $2,726 | $274 | $274 |
| AMERICAN INC FD OF AMERICA | P | 2009-04-22 | 2013-01-17 | $3,000 | $2,031 | $969 | $969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,200 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $281,061 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072048 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $312,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.230660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $333,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,095 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $337,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098128 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $391,814 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068413 | DistributionYr5Rt |
| Total Distribution | 0.551872 | TotalDistributionRt |
| Average Distribution | 0.110374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $300,376 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,275 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $243 | SubtotalAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $243 | 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 | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $289,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $304,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $304,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $300,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $14,776 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,776 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,776 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,442 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,043 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,658 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,332 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,724 | RemainingDistriFromCorpusAmt |
| Total Corpus | $108,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,442 | ExcessFromYear4Amt |
| Excess From Year3 | $11,043 | ExcessFromYear3Amt |
| Excess From Year2 | $56,658 | ExcessFromYear2Amt |
| Excess From Year1 | $6,332 | ExcessFromYear1Amt |
| Excess From Current Year | $10,724 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | |
| LUKEMIALYMPONMA SOCIETY | |||||||
| 4065 SALADIN DR SE | GRAND RAPIDS | MI | 49546 | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 | |
| 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 | |
| HEART TO HEART | |||||||
| 401 SOUTH CLAIRBORNE | OLATHE | KS | 66062 | PUBLIC CHARI | FINANCIAL SUPPORT | $5,000 | |
| JUNIOR LEAGUE OF FORT MYERS | |||||||
| 1500 COLONIAL BLVD 104 | FORT MYERS | FL | 33907 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARITY | |
| HABITAT FOR HUMANITY | |||||||
| 1288 N TAMIAMI TRAIL | NORTH FORT MYERS | FL | 33903 | FINANCIAL SUPPORT | $1,250 | PUBLIC CHARITY | |
| ST MICHAEL LUTHERAN SCHOOL | |||||||
| 3595 BROADWAY | FORT MYERS | FL | 33901 | FINANCIAL SUPPORT | $1,000 | PUBLIC CHARITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,582 | 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 | $1,450 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| SHEREE A KENT |
| THOMAS R KENT |
| MICHELLE A KENT |
| BRIAN J KENT |
| ASHLEE E KENT |
| ADAM J KENT |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS & OPTIONS | StockNm |
| EOY Book Value | $21,512 | EOYBookValueAmt |
| EOYFMV | $21,512 | 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 | FMV | ListedAtCostOrFMVCd |
| Book Value | $290,124 | BookValueAmt |
| EOYFMV | $290,124 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN FMV | Description |
| Amount | $43,309 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $190 | $190 |
| FL ANNUAL FEE | $61 | $61 |