FRANCES PEW HAYES FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRANCES PEW HAYES FAMILY FOUNDATION INC (EIN 65-0297367)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-17
- IRS object ID
- 202610769349100121
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-17T17:30:41-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812273769 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON & HOOVER CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1342 COLONIAL BLVD STE B-11 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 | 650297367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES PEW HAYES FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5083316118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER G BLACK | PersonNm |
| Person Title | PRESIDENT & CHAIRMAN | PersonTitleTxt |
| Phone | 5083316118 | PhoneNum |
| Signature | 2026-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GENE R SOLOMON CPA | PreparerPersonNm |
| PTIN | P00737682 | PTIN |
| Phone | 2399395303 | PhoneNum |
| Preparation | 2026-03-16 | PreparationDt |
| 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 | $4,961,493 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $172 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $172 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,051,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,152 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47,728 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47,728 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $432,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $432,745 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,912 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,913 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,237 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,169 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,169 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,033 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,544 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $492 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,544 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,544 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $174,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,310 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,283,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,731,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,731,183 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,458,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,961,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,961,493 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,010 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,744 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,458 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $3,468 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,744 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,455,101 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,959,749 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,455,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,959,749 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,458,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,961,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,455,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $448,002 | OtherIncreasesAmt |
| Subtotal | $4,959,749 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,959,749 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RJ 059 | P | 2024-12-31 | 2025-12-31 | $34,597 | $37,535 | -$2,938 | -$2,938 |
| RJ 059 | P | 2024-12-30 | 2025-12-31 | $145,863 | $120,972 | $24,891 | $24,891 |
| RJ 105 | P | 2024-12-31 | 2025-12-31 | $39,079 | $40,214 | -$1,135 | -$1,135 |
| RJ 105 | P | 2024-12-30 | 2025-12-31 | $235,462 | $195,449 | $40,013 | $40,013 |
| RJ 223 | P | 2024-12-31 | 2025-12-31 | $143,138 | $158,556 | -$15,418 | -$15,418 |
| RJ 223 | P | 2024-12-30 | 2025-12-31 | $232,169 | $125,890 | $106,279 | $106,279 |
| RJ 840 | P | 2024-12-31 | 2025-12-31 | $88,838 | $101,404 | -$12,566 | -$12,566 |
| RJ 840 | P | 2024-12-30 | 2025-12-31 | $231,185 | $212,741 | $18,444 | $18,444 |
| RJ 851 | P | 2024-12-31 | 2025-12-31 | $6,244 | $7,979 | -$1,735 | -$1,735 |
| RJ 851 | P | 2024-12-30 | 2025-12-31 | $176,395 | $172,155 | $4,240 | $4,240 |
| RJ 864 | P | 2024-12-31 | 2025-12-31 | $26,418 | $24,756 | $1,662 | $1,662 |
| RJ 864 | P | 2024-12-30 | 2025-12-31 | $80,084 | $69,006 | $11,078 | $11,078 |
| RJ 901 | P | 2024-12-31 | 2025-12-31 | $164,802 | $164,246 | $556 | $556 |
| RJ 901 | P | 2024-12-30 | 2025-12-31 | $361,220 | $356,663 | $4,557 | $4,557 |
| RJ 901 | P | 2024-12-30 | 2025-12-31 | $86,058 | $86,058 | $86,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,152 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$31,574 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,544 | SubtotalAmt |
| Tax Based On Investment Income | $4,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,744 | 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 | MA | OrgReportOrRegisterStateCd |
| 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 | JAKE VOIGT | IndividualWithBooksNm |
| Phone | 5083316118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER G BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | PRESIDENT & | 000.00 | $0 | $0 | $0 |
| JENNIFER L BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | SECRETARY/DI | 000.00 | $0 | $0 | $0 |
| JAKE VOIGT | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAY BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ELIZABETH BLACK | ||||||||
| 23 COLLINS RD | BERLIN | MA | 01503 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
| 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 | $4,247,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,466 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,422,232 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,422,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,355,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,544 | TotalTaxAmt |
| Distributable Before Adj | $213,251 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $213,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $213,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,712 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $265,712 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,251 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,789 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,705 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $76,494 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,712 | QualifyingDistributionsAmt |
| Applied To Current Year | $213,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,461 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,955 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $92,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,705 | ExcessFromYear4Amt |
| Excess From Current Year | $52,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTOPHER G BLACK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 COLLINS RD | AddressLine1Txt |
| City | BERLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083316118 | RecipientPhoneNum |
| Recipient Email Address | CBLACK72@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IRS TAX EXEMPT LTR AND PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BABY BASICS OF COLLIER COUNTY INC | |||||||
| 838 NEAPOLITAN WAY 132 | NAPLES | FL | 341033119 | N/A | PC | OPERATIONS | $5,000 |
| CAIDEN'S CRUSADERS INC | |||||||
| 6 WESTMINISTER ST | AMESBURY | MA | 01913 | N/A | PC | OPERATIONS | $12,500 |
| CYSTIC FIBROSIS FDN | |||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | N/A | PC | OPERATIONS | $20,000 |
| DANA-FARBER CANCER INSTIT | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | OPERATIONS | $25,000 |
| EMPOWER | |||||||
| 137 WASHINGTON ST | NORWELL | MA | 02061 | N/A | PC | OPERATIONS | $25,000 |
| EMPTY BOWLS NAPLES INC | |||||||
| 6300 JANES LANE 3 | NAPLES | FL | 34109 | N/A | PC | HUNGER AWARENESS | $10,000 |
| FIRST NAPLES CHURCH | |||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 341098919 | N/A | PC | FBA FAMILIES W/FIN NEED 2068 | $25,000 |
| FIRST NAPLES CHURCH | |||||||
| 3000 ORANGE BLOSSOM DR | NAPLES | FL | 34109 | N/A | PC | EDEN HOUSE | $15,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | SCHOLARSHIPS | $50,000 |
| NAPLES THERAPEUTIC RIDING CENTER | |||||||
| 206 RIDGE DR | NAPLES | FL | 34108 | N/A | PC | OPERATIONS | $12,500 |
| OUR NEIGHBORS TABLE | |||||||
| PO BOX 592 | AMESBURY | MA | 01913 | N/A | PC | 3 MEALS A DAY | $12,500 |
| ST MATTHEW'S HOUSE | |||||||
| 2601 AIRPORT RD S | NAPLES | FL | 34112 | N/A | PC | OPERATIONS | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,693 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $432,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $432,745 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 4 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 7 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 8 | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
| 11B | PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES. |
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 | ACCOUNTING | CategoryTxt |
| Amt | $6,475 | Amt |
| Net Investment Income | $3,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,237 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAYMOND JAMES SECURITIES & MONEY MKT | FMV | $4,718,717 | $4,718,717 |
| TEDDY BEARS, ART, SHOP, FIXED ASSETS | FMV | $12,466 | $12,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $983 | $491 | $492 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RJ 9864 | $43 | $43 |
| RJ 7105 | $20 | $20 |
| RJ 6223 | $39 | $39 |
| RJ 9840 | $105 | $105 |
| STMT VS 1099 ADJUSTMENT | $47,521 | $47,521 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED SECURITY GAINS | Desc |
| Amt | $448,002 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,458 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RJ INVESTMENT FEES | CategoryTxt |
| Amt | $72,169 | Amt |
| Net Investment Income | $72,169 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| MA ATTY GENL | $140 | $70 | $70 | |
| FOREIGN TAXES W/H | $2,963 | $2,963 | ||
| 990PF 2025 | $4,544 | $4,544 |