ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-22
- IRS object ID
- 201202049349100000
- Schema version
- 2011v1.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-22T05:18:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266148352 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR S TARLOW FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARTH | NameControl |
| Phone | 5087482133 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 PELICAN BAY BLVD NO 406 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR TARLOW | Name |
| Title | OFFICER | Title |
| Phone | 5087482133 | Phone |
| Date Signed | 2012-06-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK F BURNS CPA | Name |
| PTIN | P00239579 | PTIN |
| Phone | 2392628686 | Phone |
| Date Prepared | 2012-06-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1280722 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46031 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46031 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 64285 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 891565 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 64285 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 961 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 961 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 111277 | TotalRevenueAndExpenses |
| Total Net Investment Income | 111277 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9143 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9143 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 64 | InterestRevAndExpnss |
| Interest Net Invst Incm | 64 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1135 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1135 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 457 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 225 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13799 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13567 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63859 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13567 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 47418 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 97710 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 54491 | CashBOY |
| Cash EOY | 38472 | CashEOY |
| Cash EOYFMV | 38472 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 45860 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31940 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31940 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1019105 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1106068 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1206996 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 12437 | InvestmentsOtherBOY |
| Investments Other EOY | 2831 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3314 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1131893 | TotalAssetsBOY |
| Total Assets EOY | 1179311 | TotalAssetsEOY |
| Total Assets EOYFMV | 1280722 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1131893 | RetainedEarningsBOY |
| Retained Earnings EOY | 1179311 | RetainedEarningsEOY |
| Total Net Assets BOY | 1131893 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1179311 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1131893 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1179311 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1131893 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 47418 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1179311 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1179311 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 507919 | 484856 | 23063 | 23063 | |
| PUBLICLY TRADED SECURITIES | 383522 | 342424 | 41098 | 41098 | |
| CAPITAL GAINS DIVIDENDS | 124 | 124 | 124 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 64285 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 47275 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1166699 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040520 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 62794 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 995452 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063081 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1006 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1411854 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000713 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1913380 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.104314 | TotalDistributionRatio |
| Average Distribution Ratio | 0.026079 | AverageDistributionRatio |
| Net Noncharitable Assets | 1251055 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32626 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 977 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33603 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 977 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 977 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 977 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Tax Due | 982 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ARTHUR TARLOW | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5087482133 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 PELICAN BAY BLVD 406 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ARTHUR S TARLOW | ||||||||
| 7425 PELICAN BAY BLVD | NAPLES | FL | 34108 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| THELMA H TARLOW | ||||||||
| 7425 PELICAN BAY BLVD | NAPLES | FL | 34108 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1184727 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 85380 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1270107 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1270107 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19052 | CashDeemedCharitable |
| Net Noncharitable Assets | 1251055 | NetNoncharitableAssets |
| Minimum Investment Return | 62553 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62553 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 977 | TaxBasedOnInvestmentIncome |
| Total Tax | 977 | TotalTax |
| Distributable Amount Before Adj | 61576 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 61576 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 61576 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 977 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49083 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 61576 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 50060 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50060 | QualifyingDistributions |
| Applied To Year1 | 50060 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 61576 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AVOW HOSPICE NAPLES | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| HARVARD COLLEGE | |||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| HUMANCE SOCIETY OF NAPLES | |||||||
| 370 AIRPORT-PULLING ROAD NORTH | NAPLES | FL | 34104 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| LAHEY CLINIC | |||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | NONE | PUBLIC CHARITY | GENERAL FUND | $35,000 |
| LIBERTY YOUTH RANCH | |||||||
| 27725 OLD 41 ROAD | BONITA SPRINGS | FL | 34135 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,060 |
| MASSACHUSETTS EYE & EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| NAPLES PLAYERS | |||||||
| 701 5TH AVENUE SOUTH | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ST MATTHEW'S HOUSE | |||||||
| 2001 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ALS RESEARCH HADASSAH | |||||||
| 200 RESERVOIR STREET | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| SIPPICAN LAND TRUST | |||||||
| 354 FRONT ST 2 | MARION | MA | 02738 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| CONSERVANCY OF SWFL | |||||||
| 991 2ND AVENUE NORTH | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50060 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46,031 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $961 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $64,285 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $111,277 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 111277 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT & ATTORNEY FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS HELD AT J.P. MORGAN | NameOfStock |
| EOY Book Value | 1106068 | EOYBookValue |
| EOYFMV | 1206996 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPASS DIVERSIFIED HOLDINGS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2831 | BookValue |
| EOYFMV | 3314 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PASSTHROUGH - PORTFOLIO DEDUCTION | 77 | 77 | 0 |
| PASSTHROUGH - OTHER DEDUCTION | 148 | 148 | 0 |
| PASSTHROUGH BOOK/TAX DIFFERENCE | 232 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTION | 556 | 556 | 556 |
| PASSTHROUGH - ORDINARY BUSINESS INCOME | 405 | 405 | 405 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $9,143 | Amount |
| Net Investment Income | 9143 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $1,135 | Amount |
| Net Investment Income | 1135 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |