IDELSON FAMILY FOUNDATION TRUST DTD 7-1-11: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IDELSON FAMILY FOUNDATION TRUST DTD 7-1-11 (EIN 45-2741117)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-17
- IRS object ID
- 202620489349100702
- Schema version
- 2025v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T06:54:39-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474451376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN M BURNS CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 SUMMERLIN LAKES DR SUITE 150 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339071808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452741117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDELSON FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IDEL | BusinessNameControlTxt |
| Phone | 2396332932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61532 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES K IDELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2396332932 | PhoneNum |
| Signature | 2026-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN M BURNS CPA | PreparerPersonNm |
| PTIN | P00449110 | PTIN |
| Phone | 2392210126 | PhoneNum |
| Preparation | 2026-02-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,109,308 | 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 |
| Interest On Sav Rev And Expnss | $83,263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83,263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $363,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,657 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,185 | CashBOYAmt |
| Cash EOY | $33,728 | CashEOYAmt |
| Cash EOYFMV | $59,200 | CashEOYFMVAmt |
| Corporate Stock BOY | $624,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $504,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,274,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $461,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $770,038 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $775,626 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,213,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,307,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,109,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,213,697 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,307,979 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,213,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,213,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,307,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,213,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,307,979 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,307,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30000 UNITS OF HUMANA INC SR GLBL NT 3.7% 03/23/2029-2029 | P | 2024-12-04 | 2025-05-15 | $28,563 | $28,818 | -$255 | -$255 |
| 1 SHARES OF ASML HOLDING NV | P | 2025-09-25 | 2025-11-07 | $1,014 | $948 | $66 | $66 |
| 7 SHARES OF AMPHENOL CORP | P | 2025-04-09 | 2025-11-07 | $965 | $448 | $517 | $517 |
| 13 SHARES OF DECKERS OUTDOOR CORP COM | P | 2025-04-15 | 2025-11-07 | $1,063 | $1,358 | -$295 | -$295 |
| 1 SHARES OF ZEBRA TECHNOLOGIES CORP | P | 2024-11-25 | 2025-11-07 | $258 | $400 | -$142 | -$142 |
| 30000 UNITS OF UNITED STATES TREASURY NT 2.25% 11/15/2025 | P | 2024-12-04 | 2025-11-15 | $30,000 | $30,000 | $0 | $0 |
| 21 SHARES OF FISERV INC | P | 2025-07-31 | 2025-11-20 | $1,266 | $2,932 | -$1,666 | -$1,666 |
| 1 SHARES OF APPLE INC | P | 2015-09-02 | 2025-04-09 | $179 | $28 | $151 | $151 |
| 22 SHARES OF APPLE INC | P | 2022-06-28 | 2025-04-09 | $3,929 | $3,036 | $893 | $893 |
| 18 SHARES OF LYONDELLBASELL INDUSTRIES NV | P | 2021-03-04 | 2025-04-09 | $961 | $1,902 | -$941 | -$941 |
| 70 SHARES OF NIKE INC | P | 2016-03-28 | 2025-04-15 | $3,822 | $4,324 | -$502 | -$502 |
| 30 SHARES OF NIKE INC | P | 2016-06-24 | 2025-04-15 | $1,638 | $1,597 | $41 | $41 |
| 90 SHARES OF NIKE INC | P | 2017-05-26 | 2025-04-15 | $4,914 | $4,739 | $175 | $175 |
| 175 SHARES OF BRISTOL MYERS SQUIBB CO | P | 2019-11-22 | 2025-06-03 | $8,435 | $9,783 | -$1,348 | -$1,348 |
| 37 SHARES OF PHILIP MORRIS INTL INC | P | 2019-01-30 | 2025-07-31 | $6,074 | $2,761 | $3,313 | $3,313 |
| 18 SHARES OF NOVO NORDISK AS | P | 2024-02-27 | 2025-08-19 | $978 | $2,202 | -$1,224 | -$1,224 |
| 50 SHARES OF ABBVIE INC | P | 2016-02-25 | 2025-09-04 | $10,603 | $2,797 | $7,806 | $7,806 |
| 240 SHARES OF BANK OF AMERICA CORP | P | 2012-12-26 | 2025-09-04 | $12,170 | $2,798 | $9,372 | $9,372 |
| 57 SHARES OF HOME DEPOT INC | P | 2013-12-03 | 2025-09-04 | $23,527 | $4,505 | $19,022 | $19,022 |
| 75 SHARES OF HONEYWELL INTERNATIONAL INC | P | 2015-02-20 | 2025-09-04 | $16,112 | $7,523 | $8,589 | $8,589 |
| 25 SHARES OF HONEYWELL INTERNATIONAL INC | P | 2018-02-09 | 2025-09-04 | $5,371 | $3,496 | $1,875 | $1,875 |
| 275 SHARES OF INTEL CORP | P | 2008-10-14 | 2025-09-04 | $6,727 | $4,416 | $2,311 | $2,311 |
| 95 SHARES OF ROYAL BANK OF CANADA | P | 2017-03-13 | 2025-09-04 | $13,859 | $6,889 | $6,970 | $6,970 |
| 195 SHARES OF WALMART INC | P | 2017-08-09 | 2025-09-04 | $19,627 | $5,294 | $14,333 | $14,333 |
| 839.172 SHARES OF FEDERATED MDT SMALL CAP CORE FUND | P | 2018-03-22 | 2025-09-04 | $24,865 | $16,935 | $7,930 | $7,930 |
| 395.971 SHARES OF VICTORY SYCAMORE ESTABLISHED VALUE I | P | 2017-01-18 | 2025-09-04 | $18,658 | $14,493 | $4,165 | $4,165 |
| 225.093 SHARES OF VICTORY SYCAMORE ESTABLISHED VALUE I | P | 2017-09-07 | 2025-09-04 | $10,606 | $8,527 | $2,079 | $2,079 |
| 17 SHARES OF BROADCOM INC | P | 2024-01-18 | 2025-09-26 | $5,701 | $1,943 | $3,758 | $3,758 |
| 4 SHARES OF APPLIED MATERIALS | P | 2020-10-16 | 2025-11-07 | $913 | $252 | $661 | $661 |
| 12 SHARES OF AMAZON COM INC | P | 2020-05-08 | 2025-11-07 | $2,918 | $1,427 | $1,491 | $1,491 |
| 19 SHARES OF AMAZON COM INC | P | 2023-12-13 | 2025-11-07 | $4,620 | $2,831 | $1,789 | $1,789 |
| 2 SHARES OF AMGEN INC | P | 2021-03-04 | 2025-11-07 | $640 | $446 | $194 | $194 |
| 39 SHARES OF APPLE INC | P | 2015-09-02 | 2025-11-07 | $10,440 | $1,085 | $9,355 | $9,355 |
| 10 SHARES OF BERKSHIRE HATHAWAY INC | P | 2014-05-28 | 2025-11-07 | $4,980 | $1,277 | $3,703 | $3,703 |
| 28 SHARES OF BROADCOM INC | P | 2024-01-18 | 2025-11-07 | $9,691 | $3,200 | $6,491 | $6,491 |
| 66 SHARES OF EXXON MOBIL CORP | P | 2017-03-06 | 2025-11-07 | $7,746 | $5,462 | $2,284 | $2,284 |
| 13 SHARES OF JP MORGAN CHASE & CO | P | 2011-08-17 | 2025-11-07 | $4,078 | $476 | $3,602 | $3,602 |
| 27 SHARES OF JOHNSON & JOHNSON | P | 2024-01-18 | 2025-11-07 | $5,035 | $4,347 | $688 | $688 |
| 2 SHARES OF LABCORP HOLDINGS INC COM SHS | P | 2019-01-30 | 2025-11-07 | $500 | $235 | $265 | $265 |
| 6 SHARES OF LABCORP HOLDINGS INC COM SHS | P | 2023-07-31 | 2025-11-07 | $1,499 | $1,284 | $215 | $215 |
| 8 SHARES OF MICROSOFT CORP | P | 2020-10-16 | 2025-11-07 | $3,966 | $1,759 | $2,207 | $2,207 |
| 12 SHARES OF MICROSOFT CORP | P | 2022-06-28 | 2025-11-07 | $5,949 | $3,090 | $2,859 | $2,859 |
| 3 SHARES OF NUCOR CORP | P | 2021-03-04 | 2025-11-07 | $432 | $180 | $252 | $252 |
| 33 SHARES OF NVIDIA CORPORATION CORP COM | P | 2024-01-23 | 2025-11-07 | $6,171 | $1,969 | $4,202 | $4,202 |
| 20 SHARES OF NVIDIA CORPORATION CORP COM | P | 2024-02-28 | 2025-11-07 | $3,740 | $1,569 | $2,171 | $2,171 |
| 5 SHARES OF OREILLY AUTOMOTIVE INC | P | 2024-08-20 | 2025-11-07 | $485 | $376 | $109 | $109 |
| 14 SHARES OF PEPSICO INC | P | 2004-11-15 | 2025-11-07 | $1,995 | $731 | $1,264 | $1,264 |
| 7 SHARES OF PEPSICO INC | P | 2021-03-17 | 2025-11-07 | $998 | $937 | $61 | $61 |
| 10 SHARES OF PHILIP MORRIS INTL INC | P | 2019-01-30 | 2025-11-07 | $1,526 | $746 | $780 | $780 |
| 17 SHARES OF PROCTER AND GAMBLE CO | P | 2016-02-10 | 2025-11-07 | $2,485 | $1,403 | $1,082 | $1,082 |
| 9 SHARES OF RAYTHEON TECHNOLOGIES CORP | P | 2016-11-18 | 2025-11-07 | $1,596 | $556 | $1,040 | $1,040 |
| 32 SHARES OF CHARLES SCHWAB CORP | P | 2023-12-13 | 2025-11-07 | $3,051 | $2,123 | $928 | $928 |
| 5 SHARES OF PENTAIR PLC | P | 2024-08-29 | 2025-11-07 | $538 | $436 | $102 | $102 |
| 101 SHARES OF TORTOISE NORTH AMERICAN PIPELINE FUND ETF | P | 2023-09-11 | 2025-11-07 | $3,520 | $2,523 | $997 | $997 |
| 6 SHARES OF ARTHUR J GALLAGHER & CO | P | 2023-12-13 | 2025-11-07 | $1,501 | $1,471 | $30 | $30 |
| 25 SHARES OF ALPHABET INC | P | 2022-11-11 | 2025-11-07 | $6,974 | $2,414 | $4,560 | $4,560 |
| CAPITAL GAINS DIVIDENDS | P | $3,878 | $3,878 | $3,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,381 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHARLES IDELSON | IndividualWithBooksNm |
| Phone | 2396332932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61532 | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339061532 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES IDELSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5426 RED CEDAR DRIVE 101 | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,974,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,974,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,974,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,944,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,741 | TotalTaxAmt |
| Distributable Before Adj | $94,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,500 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,798 | 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 | $19,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,588 | ExcessFromYear2Amt |
| Excess From Year1 | $3,770 | ExcessFromYear1Amt |
| Excess From Current Year | $8,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONGREGATION BETHEL | ||||||||
| 8660 GILMAN DRIVE | LA JOLLA | CA | 92037 | NONE | NC | CHARITABLE CONTRIBUTION | $14,000 | |
| LEE BIA | ||||||||
| 6835 INTERNATIONAL CENTER BLVD | FORT MYERS | FL | 33912 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 | SUITE 4 |
| TEMPLE BETH EL | ||||||||
| 16225 WINKLER ROAD | FORT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $1,500 | |
| TEMPLE BETH SHALOM | ||||||||
| 1050 SOUTH TUTTLE AVENUE | SARASOTA | FL | 34237 | NONE | NC | CHARITABLE CONTRIBUTION | $1,800 | |
| TEMPLE JUDEA | ||||||||
| 14486 AW BULB ROAD | FORT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $1,500 | |
| UNITED WAY | ||||||||
| 7273 CONCOURSE DR | FT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | NC | CHARITABLE CONTRIBUTION | $2,500 | |
| CHAPTERS HEALTH SYSTEM | ||||||||
| 12470 TELECOM DRIVE SUITE 301 | TAMPS | FL | 33637 | NONE | NC | CHARITABLE CONTRIBUITION | $5,000 | |
| SWFL COMMUNITY PRAYER BREAKFAST | ||||||||
| 1375 MONROE STREET | FORT MYERS | FL | 33901 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GGREENVILE AVENUE | DALLAS | TX | 75231 | NONE | NC | CHARITABLE CONTRIBUTION | $900 | |
| RONALD MCDONALD HOUSE | ||||||||
| 16100 ROSEBUSH COURT | FORT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $2,000 | |
| CHABAD OF CAPE CORAL | ||||||||
| 1716 CAPE CORAL PARKWAY | CAPE CORAL | FL | 33914 | NONE | NC | CHARITABLE CONTRIBUTION | $2,500 | |
| JEWISH FEDERATION OF LEE & CHARLOTTE COUNTIES | ||||||||
| 9701 COMMERCE CENTER COURT | FORT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $5,000 | |
| CANTERBURY SCHOOL | ||||||||
| 8141 COLLEGE PARKWAY | FORT MYERS | FL | 33908 | NONE | NC | CHARITABLE CONTRIBUTION | $25,000 | |
| CHILDRENS ADVOCACY CENTER | ||||||||
| 3830 EVANS AVENUE | FORT MYERS | FL | 33901 | NONE | NC | CHARITABLE CONTRIBUTION | $3,240 | |
| ALLIANCE OF THE ARTS | ||||||||
| 10091 MCGREGOR BLVD | FORT MYERS | FL | 33919 | NONE | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| RADY CHILDREN'S HOSPITAL | ||||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | NC | CHARITABLE CONTRIBUTION | $1,000 | |
| DUKE GIOBLASTOMA & BRAIN CANCER TREATMENT CENTER | ||||||||
| 300 WEST MORGAN STREET SUITE 100 | DURHAM | NC | 27701 | NONE | NC | CHARITABLE CONNTRIBUTION | $1,000 | |
| HOME FRONT HEROES INC | ||||||||
| 14750 SIX MILE CYPRESS PKWY | FORT MYERS | FL | 33912 | NONE | NC | CHARITABLE CONTRIBUTION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,940 | 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 |
| Related Or Exempt Function Incm | $83,263 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $37,938 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,253 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $265,454 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,454 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME |
| 5 | INVESTMENT INCOME |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $770,038 | EOYBookValueAmt |
| EOYFMV | $775,626 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPRATE STOCK | StockNm |
| EOY Book Value | $504,213 | EOYBookValueAmt |
| EOYFMV | $1,274,482 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $36,988 | $36,988 | $0 |
| TRUSTEE FEES | $28,669 | $28,669 | $0 |