MIKULSKY HOPE MATTERS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MIKULSKY HOPE MATTERS FOUNDATION INC (EIN 45-3642240)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-05
IRS object ID
202430369349100703
Schema version
2023v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-05T12:54:03-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 N BROADWAY SUITE 250AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54303ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453642240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKULSKY HOPE MATTERS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O PHILLIP MIKULSKYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMIKUBusinessNameControlTxt
Phone9206769131PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54313ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP MIKULSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9204997068PhoneNum
Signature2024-02-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILLIPPersonFirstNm
Person LastMIKULSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN P LAUGHLIN CPAPreparerPersonNm
PTINP00674586PTIN
Phone9203369850PhoneNum
Preparation2024-02-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,962,893FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$53,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,314DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,737NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$776,293GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,737CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$299,051TotalRevAndExpnssAmt
Total Net Invst Incm$99,051TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,725AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,806TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$18,507OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,507OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,232TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$143,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,232TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$143,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,913ExcessRevenueOverExpensesAmt
Net Investment Income$78,819NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98,841CashBOYAmt
Cash EOY$46,108CashEOYAmt
Cash EOYFMV$46,108CashEOYFMVAmt
Prepaid Expenses BOY$2,240PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,840PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,840PrepaidExpensesEOYFMVAmt
Other Investments BOY$2,526,310OtherInvestmentsBOYAmt
Other Investments EOY$2,709,356OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,912,945OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,627,391TotalAssetsBOYAmt
Total Assets EOY$2,759,304TotalAssetsEOYAmt
Total Assets EOYFMV$2,962,893TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,627,391RetainedEarningBOYAmt
Retained Earning EOY$2,759,304RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,627,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,759,304TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,627,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,759,304TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,627,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,913ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,759,304SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,759,304TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BAIRD2023-03-022023-10-02$280,000$276,445$3,555$3,555
BAIRD2022-06-072023-01-17$455,000$454,111$889$889
CAPITAL GAINS DIVIDENDS$41,293$41,293$41,293P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,737CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,096InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,096SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,096TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,744OverpaymentAmt
Applied To ES Tax$2,744AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP MIKULSKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9206769131PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18050 SIGNATURE CLUB CIRCLE UNIT 101AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34113ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP MIKULSKY
8050 SIGNATURE CLUB CIRCLE UNIT 101NAPLESFL34113PRESIDENT & TREASURER1.00$0$0$0
AARON P MIKULSKY
81 HIGH STWINNETKAIL60093VICE PRESIDENT1.00$0$0$0
JONATHAN P MIKULSKY
5009 CROFTON DRFORT MILLSC29715VICE PRESIDENT & SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,604,132AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$221,324AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,825,456TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,825,456AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,382CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,783,074NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,154MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,154MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,096TaxBasedOnInvestmentIncomeAmt
Total Tax$1,096TotalTaxAmt
Distributable Before Adj$138,058DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$138,058DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$138,058DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$143,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$138,058DistributableAsAdjustedAmt
Undistributed Income PY$27,517UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$143,100QualifyingDistributionsAmt
Applied To Year1$27,517AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,583AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$22,475UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP MIKULSKYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FEED MY STARVING CHILDREN
401 93RD AVENUE NWCOON RAPIDSMN55433PUBLIC CHARITYPUBLIC CHARITY$35,500
FIRST NAPLES
3000 ORANGE BLOSSOM DRNAPLESFL34109PUBLIC CHARITYPUBLIC CHARITY$32,000
READING IN MOTION
65 E WACKER PLACECHICAGOIL60601PUBLIC CHARITYPUBLIC CHARITY$25,000
FIRST PRESBYTERIAN CHURCH OF GB
200 S ASHLAND AVENUEGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$12,000
COLLIER COMMUNITY FOUNDATION
1110 PINE RIDGE ROAD SUITE 200NAPLESFL34108PUBLIC CHARITYPUBLIC CHARITY$10,000
UNITY HOSPICE
2366 OAK RIDGE CIRDE PEREWI54115PUBLIC CHARITYPUBLIC CHARITY$5,500
NAPLES BOTANTICAL GARDEN
4820 BAYSHORE DRNAPLESFL34112PUBLIC CHARITYPUBLIC CHARITY$5,000
PROVIDENCE ACADEMY
15100 SCHMIDT LAKE RDPLYMOUTHMN55446PUBLIC CHARITYPUBLIC CHARITY$5,000
FEEDING AMERICA
1627 ST NWWASHINGTONDC20006PUBLIC CHARITYPUBLIC CHARITY$3,600
LIFE BUILDERS ESL MINISTRY
PO BOX 36817ROCK HILLSC29732PUBLIC CHARITYPUBLIC CHARITY$2,500
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601PUBLIC CHARITYPUBLIC CHARITY$2,000
YOUNG LIFE SERVICE CENTER
420 N CASCADE AVECOLORADO SPRINGSCO80903PUBLIC CHARITYPUBLIC CHARITY$2,000
NETWORK FOR GOOD
655 15TH ST NW SUITE 650WASHINGTONDC20005PUBLIC CHARITYPUBLIC CHARITY$1,000
RAVINIA
418 SHERIDAN ROADHIGHLAND PARKIL60035PUBLIC CHARITYPUBLIC CHARITY$1,000
ANNE SPRINGS CLOSE GREENWAY
104 ADVENTURE RDFORT MILLSC29715PUBLIC CHARITYPUBLIC CHARITY$500
COCA - CENTER OF CREATIVE ARTS
6880 WASHINGTON AVENUEST LOUISMO63130PUBLIC CHARITYPUBLIC CHARITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$143,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,314ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,293ExclusionAmt
Related Or Exempt Function Incm$4,444RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$94,607ExclusionAmt
Related Or Exempt Function Incm$4,444RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,051TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementCAPITAL GAIN DISTRIBUTIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPHILLIP MIKULSKYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18050 SIGNATURE CLUB CIRCLE UNIT 101AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34113ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,725Amt
Net Investment Income$1,725NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED TO FILE WITH THE STATE DUE TO NEITHER SOLICITING NOR RECEIVING CONTRIBUTIONSExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTATEMENT ON FILECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,709,356BookValueAmt
EOYFMV$2,912,945EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEEDesc
Revenue And Expenses Per Books$18,507RevenueAndExpensesPerBooksAmt
Net Investment Income$18,507NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPHILLIP MIKULSKYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18050 SIGNATURE CLUB CIRCLE UNIT 101AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34113ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,806Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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