IGLEWSKI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IGLEWSKI FAMILY FOUNDATION (EIN 36-6109490)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-13
- IRS object ID
- 202520729349100307
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-13T10:23:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650129793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILTSHIRE WHITLEY RICHARDSON ENGLISH PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5249 SUMMERLIN COMMONS BLVD STE 100 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366109490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IGLEWSKI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IGLE | BusinessNameControlTxt |
| Phone | 2399356833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE MADER | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 2193805237 | PhoneNum |
| Signature | 2025-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD A SHIPLEY CPA | PreparerPersonNm |
| PTIN | P01312989 | PTIN |
| Phone | 2393349191 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $724,672 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,797 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $330 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$321,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,699 | CashBOYAmt |
| Cash EOY | $71,126 | CashEOYAmt |
| Cash EOYFMV | $71,126 | CashEOYFMVAmt |
| Corporate Stock BOY | $542,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $259,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $576,450 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $60,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $64,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,096 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,440 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $717,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $724,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $678,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $678,283 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,178 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$282,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $717,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $395,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $717,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $395,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $717,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$321,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $395,489 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $395,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR | 2020-08-27 | 2024-05-16 | $27,801 | $23,544 | $4,257 | $4,257 | |
| AMGEN INC | 2022-04-06 | 2024-11-20 | $15,429 | $13,540 | $1,889 | $1,889 | |
| CISCO SYS INC | 2022-04-06 | 2024-05-16 | $26,356 | $29,870 | -$3,514 | -$3,514 | |
| CVS CORP | 2022-04-06 | 2024-01-29 | $22,197 | $30,832 | -$8,635 | -$8,635 | |
| DEVON ENERGY CORP | 2022-04-06 | 2024-01-29 | $21,885 | $30,010 | -$8,125 | -$8,125 | |
| EVERGY INC | 2022-04-06 | 2024-05-16 | $24,184 | $30,488 | -$6,304 | -$6,304 | |
| INTERNATIONAL FLAVORS & FRAGRANCE | 2022-04-06 | 2024-01-29 | $18,924 | $29,384 | -$10,460 | -$10,460 | |
| MARATHON PETE CORP | 2020-06-29 | 2024-11-12 | $19,867 | $4,534 | $15,333 | $15,333 | |
| PFIZER INC | 2020-06-29 | 2024-05-16 | $21,684 | $23,108 | -$1,424 | -$1,424 | |
| SANDOZ GROUP AG | 2020-08-27 | 2024-01-29 | $2,388 | $1,624 | $764 | $764 | |
| SHELL PLC SPON ADS | 2022-04-06 | 2024-11-20 | $35,675 | $30,198 | $5,477 | $5,477 | |
| THE OSTERWEIS STRATEGIC INCOME FUND | 2020-10-23 | 2024-01-29 | $20,000 | $20,127 | -$127 | -$127 | |
| DUKE ENERGY CORP | 2024-11-12 | $40,028 | $10,509 | $29,519 | $29,519 | ||
| CAPITAL GAINS DIVIDENDS | $147 | $147 | $147 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | 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 | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7 | 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 | IL | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JANICE MADER | IndividualWithBooksNm |
| Phone | 2193805237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JANICE MADER | ||||||||
| 19260 WINDING WAY | FORT MYERS | FL | 33908 | MANAGING TRUSTEE | 5.00 | $4,000 | $0 | $0 |
| JERRY MADER | ||||||||
| 19260 WINDING WAY | FORT MYERS | FL | 33908 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $800,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $869,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $869,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $856,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $567 | TotalTaxAmt |
| Distributable Before Adj | $42,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,254 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $361,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $361,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,396 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $323,915 | 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 | $323,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,519 | ExcessFromYear1Amt |
| Excess From Current Year | $319,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANICE MADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19260 WINDING WAY | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2193805237 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN STATEMENT OF CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION FLORIDA GULF COAST CHAPTER | ||||||||
| PO BOX 96011 | WASHINGTON | DC | 20091 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| CHILDREN'S ADVOCACY CENTER OF SOUTHWEST FLORIDA | ||||||||
| 3830 EVANS AVE | FORT MYERS | FL | 33901 | N/A | 501(C)3 | SUPPORT | $2,000 | |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||||
| 3395 NORTHEAST EXPRESSWAY | ATLANTA | GA | 30341 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| CHRISTMAS COMMANDOS | ||||||||
| 1528 N LAKE GEORGE | MISHAWAKA | IN | 46545 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIATION | ||||||||
| 27864 IRMA LEE CIRCLE UNIT 101 | LAKE FOREST | IL | 60045 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| H2O ADAPTIVE SPORTS INC | ||||||||
| 1850 WATERCOLOR PLACE | GRAYSLAKE | IL | 60030 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| HADLEY INSTITUTE FOR THE BLIND | ||||||||
| 700 ELM STREET | WINNETKA | IL | 60093 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA | ||||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| HISTIOCYTOSIS FD | ||||||||
| 4950 CENTRAL STREET | KANSAS CITY | MO | 64112 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| INTERNATIONAL ESSENTIAL TREMOR FOUNDATION | ||||||||
| PO BOX 14005 | LENEXA | KS | 66285 | N/A | 501(C)3 | SUPPORT | $2,000 | |
| JOHN HOPKINS ALL CHILDRENS FOUNDATION | ||||||||
| 500 SEVENTH AVE S | ST PETERSBURG | FL | 33701 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| JORDAN THOMAS FD | ||||||||
| 9005 OVERLOOK BLVD | BRENTWOOD | TN | 37027 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| LIGHTHOUSE SCHOOL FOR THE BLIND | ||||||||
| 1155 MARKET STREET | SAN FRANCISCO | CA | 94103 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| MIDWEST FOOD BANK NFP | ||||||||
| 2031 WAREHOUSE RD | NORMAL | IL | 617611038 | N/A | 501(C)3 | SUPPORT | $500 | |
| MUNDELEINE HIGH SCHOOL FOUNDATION | ||||||||
| 1350 HAWLEY STREET | MUNDELEIN | IL | 60060 | N/A | 501(C)3 | SUPPORT | $3,000 | |
| OPERATION SMILE | ||||||||
| PO BOX 758588 | TOPEKA | KS | 666759939 | N/A | 501(C)3 | SUPPORT | $2,000 | |
| REINS OF LIFE | ||||||||
| 55200 QUINCE ROAD | SOUTH BEND | IN | 46619 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| ROCK STEADY BOXING | ||||||||
| 12717 GULFSTREM BLVD 2 | PORT CHARLOTTE | FL | 33981 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||||
| 610 N MICHIGAN STREET | SOUTH BEND | IN | 46601 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| SERIOUS FUN CHILDRENS NETWORK | ||||||||
| 230 EAST AVE SUITE 107 | NORWALK | CT | 06855 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| SHELL POINT RETIREMENT COMMUNITY | ||||||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| ST BALDRICKS FOUNDATION | ||||||||
| 1333 SOUTH MAYFLOWER AVENUE SUITE | MONROVIA | CA | 91016 | N/A | 501(C)3 | SUPPORT | $1,000 | 400 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| THE CHAPEL | ||||||||
| 5455 GULL RD STE D185 | KALAMAZOO | MI | 49048 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| THE NATIONAL CHILDRENS CANCER SOCIETY | ||||||||
| 500 NORTH BROADWAY SUITE 1850 | ST LOUIS | MO | 63102 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| THE SHARE FOUNDATION | ||||||||
| PO BOX 3910 | SOUTHFIELD | MI | 48037 | N/A | 501(C)3 | SUPPORT | $322,000 | |
| THE VETERANS HOME OF CALIFORNIA | ||||||||
| 11500 NIMITZ AVE | LOS ANGELES | CA | 90049 | N/A | 501(C)3 | SUPPORT | $1,000 | |
| UNION LEAGUE BOYS & GIRLS CLUB | ||||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | N/A | 501(C)3 | SUPPORT | $2,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | 501(C)3 | SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,797 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,460 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,460 | TotalIncomeProducingActyAmt |
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 | $2,300 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 | StockNm |
| EOY Book Value | $259,463 | EOYBookValueAmt |
| EOYFMV | $576,450 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 | AT COST | $39,873 | $41,775 |
| SECURITIES HELD IN FINEMARK NATIONAL BANK & TRUST 99017 | AT COST | $25,027 | $35,321 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME TAXES | Desc |
| BOY Book Value | $1,440 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $330 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $330 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,696 | Amt |
| Net Investment Income | $8,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $458 | $458 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $1,440 | $0 | $0 |