KENT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENT FAMILY CHARITABLE FOUNDATION (EIN 91-2090674)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201241299349100339
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-08T13:24:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912090674 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENT | NameControl |
| Phone | 2394372022 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEREE A KENT | Name |
| Title | PRESIDENT | Title |
| Phone | 2394372022 | Phone |
| Date Signed | 2012-04-30 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA M TREISE | Name |
| Phone | 2399392233 | Phone |
| Date Prepared | 2012-04-27 | 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 | 276144 | 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 | 6956 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6956 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 6956 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -11470 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 67656 | GrossSalesPrice |
| Net STCG Adj Net Incm | 250 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | -4514 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6956 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7206 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1450 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 450 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Interest Net Invst Incm | 2 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 357 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 269 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1809 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1271 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 450 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 71800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 71800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 73609 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1271 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -78123 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5685 | NetInvestmentIncome |
| Adjusted Net Income | 7206 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6909 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2281 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2281 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 3825 | ReceivablesFromOfficersBOY |
| Investments Corp Stock BOY | 54836 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 40273 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 40273 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 293785 | InvestmentsOtherBOY |
| Investments Other EOY | 233590 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 233590 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 359355 | TotalAssetsBOY |
| Total Assets EOY | 276144 | TotalAssetsEOY |
| Total Assets EOYFMV | 276144 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 359355 | RetainedEarningsBOY |
| Retained Earnings EOY | 276144 | RetainedEarningsEOY |
| Total Net Assets BOY | 359355 | TotalNetAssetsBOY |
| Total Net Assets EOY | 276144 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 359355 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 276144 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 359355 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -78123 | ExcessOfRevenueOverExpenses |
| Subtotal | 281232 | Subtotal |
| Other Decreases | 5088 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 276144 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| HUMAN GENOME SCIENCES INC | P | 2010-05-21 | 2011-02-28 | 9877 | 9627 | 250 | 250 |
| CAPITAL INCOME BUILDER FD | P | 2006-06-16 | 2011-02-03 | 8000 | 8854 | -854 | -854 |
| CAPITAL INCOME BUILDER FD | P | 2006-06-16 | 2011-02-28 | 9328 | 10210 | -882 | -882 |
| CAPITAL INCOME BUILDER FD | P | 2006-07-15 | 2011-02-28 | 672 | 739 | -67 | -67 |
| CAPITAL INCOME BUILDER FD | P | 2006-07-18 | 2011-03-22 | 5500 | 6129 | -629 | -629 |
| CAPITAL INCOME BUILDER FD | P | 2006-07-18 | 2011-04-05 | 1000 | 1090 | -90 | -90 |
| CAPITAL WORLD GROWTH & INCM | P | 2006-05-19 | 2011-02-03 | 5000 | 5499 | -499 | -499 |
| CAPITAL WORLD GROWTH & INCM | P | 2006-05-19 | 2011-02-28 | 3000 | 3258 | -258 | -258 |
| EUROPACIFIC GROWTH FUND | P | 2006-05-19 | 2011-02-03 | 5000 | 5454 | -454 | -454 |
| EUROPACIFIC GROWTH FUND | P | 2006-05-19 | 2011-02-28 | 3000 | 3231 | -231 | -231 |
| EUROPACIFIC GROWTH FUND | P | 2006-05-19 | 2011-10-26 | 3147 | 3883 | -736 | -736 |
| GROWTH FUND OF AMERICA | P | 2006-05-19 | 2011-02-03 | 4000 | 4117 | -117 | -117 |
| GROWTH FUND OF AMERICA | P | 2006-05-19 | 2011-06-06 | 3000 | 3129 | -129 | -129 |
| VALERO ENERGY CORP | P | 2009-05-07 | 2011-02-03 | 7132 | 13906 | -6774 | -6774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -11470 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 250 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27522 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 333105 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.082623 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33095 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 337264 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.098128 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26805 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 391814 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068413 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 33170 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 456888 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.072600 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 38294 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 453972 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.084353 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.406117 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081223 | AverageDistributionRatio |
| Net Noncharitable Assets | 312984 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 25421 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 57 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 25478 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 57 | InvestmentIncomeExciseTax |
| Subtotal | 57 | Subtotal |
| Tax Based On Investment Income | 57 | TaxBasedOnInvestmentIncome |
| Tax Due | 57 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHEREE A KENT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2394372022 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6906 WHISKEY CREEK DRIVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | true | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | true | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | true | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 311242 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4595 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1913 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 317750 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 317750 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4766 | CashDeemedCharitable |
| Net Noncharitable Assets | 312984 | NetNoncharitableAssets |
| Minimum Investment Return | 15649 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15649 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 57 | TaxBasedOnInvestmentIncome |
| Total Tax | 57 | TotalTax |
| Distributable Amount Before Adj | 15592 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15592 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15592 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72250 | ExpensesAndContributions |
| Qualifying Distributions | 72250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 57 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72193 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15592 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 16007 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 33730 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7554 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 16442 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11043 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 84776 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72250 | QualifyingDistributions |
| Applied To Current Year | 15592 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 56658 | RemainingDistriFromCorpus |
| Total Corpus | 141434 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 16007 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 125427 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 33730 | ExcessFromYear4 |
| Excess From Year3 | 7554 | ExcessFromYear3 |
| Excess From Year2 | 16442 | ExcessFromYear2 |
| Excess From Year1 | 11043 | ExcessFromYear1 |
| Excess From Current Year | 56658 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| SWFL CHILDREN'S CHARITIES INC | ||||||
| 12881 TERABELLA WAY | FORT MYERS | FL | 33912 | PUBLIC CHARI | FINANCIAL SUPPORT | $49,300 |
| 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 |
| 24 HOURS OF BOOTY | ||||||
| 500 E MOREHEAD ST STE 318 | CHARLOTTE | NC | 28202 | PUBLIC CHARI | FINANCIAL SUPPORT | $500 |
| 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 |
| MULTIPLE MYELOMA RESEARCH | ||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | PUBLIC CHARI | FINANCIAL SUPPORT | $3,000 |
| ARC OF COASTAL CAROLINA | ||||||
| 1010 5TH AVE N | SURFSIDE BEACH | SC | 29575 | PUBLIC CHARI | FINANCIAL SUPPORT | $500 |
| HEART TO HEART | ||||||
| 401 SOUTH CLAIRBORNE | OLATHE | KS | 66062 | PUBLIC CHARI | FINANCIAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 71800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,956 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,470 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$4,514 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -4514 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,450 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 450 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (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 Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS & OPTIONS | NameOfStock |
| EOY Book Value | 40273 | EOYBookValue |
| EOYFMV | 40273 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 233590 | BookValue |
| EOYFMV | 233590 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DECREASE IN FMV | Description |
| Amount | $5,088 | Amount |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Other Receivables Officer OtherReceivablesOfficer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrowers Name | SHEREE KENT | BorrowersName |
| Borrowers Title | PRESIDENT | BorrowersTitle |
| Original Amount Of Loan | 3825 | OriginalAmountOfLoan |
| Date Of Note | 2010-12 | DateOfNote |
| Maturity Date | 2011-05 | MaturityDate |
| Repayment Terms | ASAP | RepaymentTerms |
| Security Provided By Borrower | NONE | SecurityProvidedByBorrower |
| Purpose Of Loan | PAYBACK OF SELF DEALING AMOUNT | PurposeOfLoan |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $88 | |
| FOREIGN TAX PAID | $208 | 208 |
| FL ANNUAL FEE | $61 | 61 |