KAREN J GLANERT CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KAREN J GLANERT CHARITABLE TR (EIN 39-6695585)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-22
- IRS object ID
- 202621429349100902
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-22T10:58:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 396695585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN J GLANERT CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARE | BusinessNameControlTxt |
| Phone | 2622423552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL N 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN J GLANERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2622423552 | PhoneNum |
| Signature | 2026-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERD O FRANKE | PreparerPersonNm |
| PTIN | P00563316 | PTIN |
| Phone | 2392632111 | PhoneNum |
| Preparation | 2026-05-22 | 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 | $7,466,932 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $659,159 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $155,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $744,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,115,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $744,914 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,559,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $873,601 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $447 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,445 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,212,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $836,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $247,427 | CashBOYAmt |
| Cash EOY | $1,131,720 | CashEOYAmt |
| Cash EOYFMV | $1,131,720 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,413,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,144,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,366,235 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,797,597 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $968,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $968,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,458,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,244,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,466,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,458,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,244,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,458,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,458,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,244,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,458,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,212,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,671,072 | SubtotalAmt |
| Other Decreases | $426,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY (SHORT TERM) | $43,090 | $49,328 | -$6,238 | -$6,238 | |
| FIDELITY (LONG TERM) | $982,966 | $492,300 | $490,666 | $490,666 | |
| PARKSHORE OPPORTUNITY OFFSHORE FUND | $1,000,000 | $828,620 | $171,380 | $171,380 | P |
| CAPITAL GAINS DIVIDENDS | $89,106 | $89,106 | $89,106 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $744,914 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,630 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,630 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,630 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,083 | 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 | $5,083 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,547 | 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 | WI | 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 | HILL BARTH KING LLC | IndividualWithBooksNm |
| Phone | 2392632111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN J GLANERT | ||||||||
| 3838 TAMIAMI TRAIL N 200 | NAPLES | FL | 34103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER G CALLAHAN | ||||||||
| 3838 TAMIAMI TRAIL N 200 | NAPLES | FL | 34103 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,408,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $329,381 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,737,983 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,737,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,636,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,630 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,630 | TotalTaxAmt |
| Distributable Before Adj | $320,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $320,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $320,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $298,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $298,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $313,928 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN J GLANERT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MAKE-A-WISH | |||||||
| 11020 WEST PLANK COURT SUITE 200 | WAUWATOSA | WI | 53226 | NONE | PC | TO GRANT WISHES TO CHILDREN WITH CRITCAL ILLNESSES | $30,000 |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| 800 W WELLS ST | MILWAUKEE | WI | 53233 | NONE | PC | TO INSPIRE CURIOSITY, EXCITE MINDS, AND INCREASE DESIRE TO PRESERVE AND PROTECT OUR WORLD'S NATURAL AND CULTURAL DIVERSITY THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS, COLLECTIONS, AND RESEARCH. | $25,000 |
| COASTAL COMMONS AT CYPRESS COVE | |||||||
| 10200 CYPRESS COVE DRIVE | FORT MYERS | FL | 33908 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $25,000 |
| CHILDRENS HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | NONE | PC | FOR ASSISTANCE TO SICK CHILDREN | $15,000 |
| NATIONAL SPORTS CENTER FOR THE DISABLED | |||||||
| 33 PARSENN RD | WINTER PARK | CO | 80482 | NONE | PC | TO PROVIDE THERAPEUTIC RECREATION, COMPETITION AND ADAPTIVE SPORTS FOR CHILDREN AND ADULTS WITH DISABILITIES | $10,000 |
| SOLDIERS BEST FRIEND | |||||||
| 7445 W ACOMA DR | PEORIA | AZ | 85381 | NONE | PC | TO HELP VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER | $10,000 |
| PATRIOTS SERVICE DOGS | |||||||
| 10545 SE 42ND CT | BELLEVIEW | FL | 34420 | NONE | PC | TO TRAIN QUALITY SERVICE DOGS FOR MILITARY VETERANS STRUGGLING WITH MOBILITY, PTSD, AND MST | $10,000 |
| RAWHIDE BOYS RANCH | |||||||
| E7475 RAWHIDE RD | NEW LONDON | WI | 54961 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $10,000 |
| SAMARTIANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $10,000 |
| LUTHERAN CHURCH CHARITIES LLC K9 COMFORT DOG MINISTRY | |||||||
| 333 W LAKE STREET | ADDISON | IL | 60101 | NONE | PC | TO HAVE K-9 COMFORT DOGS SERVE EVERY DAY IN THE COMMUNITY IN WHICH THEY ARE PLACED AND ARE DEPLOYED IN TIMES OF DISASTER AND CRISIS TO BRING COMFORT TO ALL THOSE AFFECTED, INCLUDING FIRST RESPONDERS AND THE VOLUNTEERS WHO SERVE THEM. | $10,000 |
| GRAND FOUNDATION- | |||||||
| 10301 ENTERPRISE WAY | STURTEVANT | WI | 53177 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $10,000 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | NONE | PC | TO PROVIDE FOOD ASSITANCE TO INDIGENT FAMILIES | $10,000 |
| VALERIE'S HOUSE | |||||||
| PO BOX 1955 | FORT MYERS | FL | 33902 | NONE | PC | TO HELP CHILDREN AND FAMILIES WORK THROUGH THE LOSS OF A LOVED ONE TOGETHER AND GO ON TO LIVE FULFILLING LIVES | $10,000 |
| DENVER RESCUE MISSION | |||||||
| 6100 SMITH RD | DENVER | CO | 80216 | NONE | PC | TO SERVE THE NEEDS OF THE HOMELESS AND NEEDY | $10,000 |
| GULF COAST HUMANE SOCIETY | |||||||
| 2010 ARCADIA ST | FORT MYERS | FL | 33916 | NONE | PC | TO PROVIDE SHELTER AND CARE FOR HOMELESS ANIMALS | $10,000 |
| MILWAUKEE RESCUE MISSION | |||||||
| 830 N 19TH STREET | MILWAUKEE | WI | 53233 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| LEE COUNTY HOMELESS COALITION | |||||||
| 1500 COLONIAL BLVD | FORT MYERS | FL | 33907 | NONE | PC | TO PROVIDE ASSISTANCE TO THE HOMELESS | $10,000 |
| WILDFIRE FIREFIGHTER FOUNDATION | |||||||
| 2393 W AIRPORT WAY | BOISE | ID | 83705 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| NEVER SAY NEVER PLAYLAND | |||||||
| 123 SOUTH SECOND ST PO BOX 465 | DELAVAN | WI | 53115 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| MIKEROWE WORKS | |||||||
| 1207 4TH ST PH 1 | SANTA MONICA | CA | 90401 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| TURNING POINT | |||||||
| 2495 US 1/158 HWY | HENDERSON | NC | 27537 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| FRIENDS OF KAFIKA HOUSE | |||||||
| 550A PRESIDIO BLVD | SAN FRANCISCO | CA | 94129 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| CARUSO FAMILY CHARITIES | |||||||
| 9138 W 6TH AVENUE FRONTAGE RD | LAKEWOOD | CO | 80215 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| THE INCLUSIVE BEAN | |||||||
| 1930 ALBERT ST | RACINE | WI | 53404 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| GRAND FIRE PROTECTION | |||||||
| 60500 US HIGHWAY 40 | GRANBY | CO | 80446 | NONE | PC | TO PROVIDE FIRE SAFETY | $5,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| DOLLY'S IMAGINATION LIBRARY | |||||||
| 111 E MAIN ST 2ND FLOOR | SEVIERVILLE | TN | 37862 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| COLLIN FARREL FOUNDATION | |||||||
| 16030 VENTURA BOULEVARD SUITE 240 | ENCINO | CA | 91436 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 8150 CLARONA OCOEE ROAD | ORLANDO | FL | 32818 | NONE | PC | FOR ASSISTANCE TO PEOPLE WITH DISABILITIES | $3,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PC | FOR ASSISTANCE TO INDIGENT FAMILIES | $3,000 |
| METRO CARING | |||||||
| 1100 EAST 18TH AVENUE | DENVER | CO | 80218 | NONE | PC | TO PROVIDE FOOD TO INDIGENT FAMILIES. | $3,000 |
| WORLD FOOD PROGRAM | |||||||
| 1750 H ST NW | WASHINGTON DC | WA | 20006 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $3,000 |
| MILE HIGH UNITED WAY | |||||||
| 711 PARK AVE W | DENVER | CO | 80205 | NONE | PC | TO PROVDE AFFORDABLE HOUSING AND BASIC NEEDS TO INDIGENT FAMILIES. | $3,000 |
| DENVER BOTANIC GARDENS | |||||||
| 1007 YORK ST | DENVER | CO | 80206 | NONE | PC | TO CONNECT PEOPLE WITH PLANTS | $2,500 |
| UNIVERSITY OF COLORADO | |||||||
| 552 UCB | BOULDER | CO | 80309 | NONE | PC | UNRESTRICTED GENERAL CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $155,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $744,914 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $900,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $900,836 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KAREN GLANERT | |||||||
| 1 | 3838 TAMIAMI TRAIL N 200 | NAPLES | FL | 34103 | $439,159 | Yes (X) | |
| KAREN GLANERT | |||||||
| 2 | 3838 TAMIAMI TRAIL N 200 | NAPLES | FL | 34103 | $220,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 860 SHARES OF CUMMINS | NoncashPropertyDesc |
| Fair Market Value | $439,159 | FairMarketValueAmt |
| Received | 2025-12-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY EQUITIES-1123 | StockNm |
| EOY Book Value | $4,144,291 | EOYBookValueAmt |
| EOYFMV | $5,366,235 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARK SHORE PARTNERS OPPORTUNITY FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $968,977 | BookValueAmt |
| EOYFMV | $968,977 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $426,084 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $36,445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $5,200 | $0 | $0 |
| FOREIGN TAXES | $447 | $447 | $0 |
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