JOHNSON ROCKFORD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON ROCKFORD FOUNDATION (EIN 36-3094479)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349100030
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T09:06:36-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300003878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNING GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6815 WEAVER RD STE 300 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 611148060 | 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 | 363094479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON ROCKFORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6082910716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1583 WHISPERING OAKS CIRCL | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN RICARD JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8152189751 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS D KLECKLER | PreparerPersonNm |
| PTIN | P00641247 | PTIN |
| Phone | 8153162375 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| 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 | $743,313 | 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 |
| Interest On Sav Rev And Expnss | $87 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,116 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $381 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $381 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,128 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,287 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $272 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $290 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,287 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,845 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $501,438 | CorporateStockBOYAmt |
| Corporate Stock EOY | $477,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,177 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,497 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,013 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,066 | LandBOYAmt |
| Land EOY | $794 | LandEOYAmt |
| Land EOYFMV | $794 | LandEOYFMVAmt |
| Total Assets BOY | $528,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $503,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $743,313 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $2,740 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $2,740 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $2,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,740 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,118,141 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,118,141 | CapitalStockEOYAmt |
| Retained Earning BOY | -$592,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$617,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $525,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $528,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $503,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $525,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $175 | OtherIncreasesAmt |
| Subtotal | $501,130 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $501,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE 5005 ST | P | $79,327 | $68,409 | $10,918 | $10,918 |
| TD AMERITRADE 5005 ST - WASH SALE | P | $595 | $595 | $595 | |
| TD AMERITRADE 5005 LT | P | $14,771 | $24,560 | -$9,789 | -$9,789 |
| CHARLES SCHWAB 3013 ST | P | $39,552 | $36,119 | $3,433 | $3,433 |
| CHARLES SCHWAB 3013 LT | P | $65,902 | $64,951 | $951 | $951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,116 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,946 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $317 | SubtotalAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $318 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $318 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | AppliedToESTaxAmt |
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 | IL | 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 | JOHN RICARD JOHNSON | IndividualWithBooksNm |
| Phone | 6082910716 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1583 WHISPERING OAKS CIRCLE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN RICARD JOHNSON | ||||||||
| 1583 WHISPERING OAKS CIRCLE | NAPLES | FL | 34110 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| LYNNE WESTERHOFF | ||||||||
| 1583 WHISPERING OAKS CIRCLE | NAPLES | FL | 34110 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGO LICARI | ||||||||
| 1583 WHISPERING OAKS CIRCLE | NAPLES | FL | 34110 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $698,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $725,229 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $725,229 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $714,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317 | TotalTaxAmt |
| Distributable Before Adj | $35,401 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,137 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,401 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,453 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,137 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,736 | RemainingDistriFromCorpusAmt |
| Total Corpus | $44,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,304 | ExcessFromYear4Amt |
| Excess From Year3 | $7,453 | ExcessFromYear3Amt |
| Excess From Year2 | $9,615 | ExcessFromYear2Amt |
| Excess From Year1 | $4,889 | ExcessFromYear1Amt |
| Excess From Current Year | $11,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHARE INTERNATIONAL | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| FIRST ASSEMBLY | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $500 |
| YOUTH FOR CHRIST | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,500 |
| CROSS WORLD | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,500 |
| NAVIGATORS | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $100 |
| HERITAGE FOUNDATION | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $200 |
| PRISON FELLOWSHIP | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $400 |
| JUDICIAL WATCH | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $300 |
| FAIRHAVEN CHRISTIAN CENTER | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| MOFFIT CANCER CENTER | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $200 |
| JEWS FOR JESUS | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $200 |
| ALASKA MINISTRY NETWORK | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| CHOSEN PEOPLE MINISTRIES | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $50 |
| MISSION AVIATION FELLOWSHIP | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | OPERATIONS | $100 |
| MACULAR DEGENERATION RESEARCH | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $100 |
| TRINITY WESTERN UNIVERSITY | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $2,000 |
| TRINITY EVANGELICAL DIVINITY SCHOOL | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $20,000 |
| NORTHWEST COMMUNITY CHURCH | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $10,000 |
| BETHEL CHURCH | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| WYCLIFFE ASSOCIATION | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $200 |
| SAMARITANS PURSE | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $500 |
| NAPLES CHRISTIAN ACADEMY | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| MERCY SHIPS | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $500 |
| FIRST ASSEMBLY - FT MYERS | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $500 |
| ETHOS - BAXTERS | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| GRACE CENTER FOUNDATION | |||||||
| AVAILABLE | UPON REQUEST | FL | 34110 | NONE | PUBLIC | MISSION SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,544 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,116 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,128 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,287 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FILE CABINET | 1992-12-31 | $150 | $150 | 200DB | 7.0000 | |
| COMPUTER | 1994-10-31 | $1,000 | $1,000 | 200DB | 5.0000 | |
| MONITOR | 1995-12-31 | $991 | $991 | 200DB | 5.0000 | |
| COMPUTER / PRINTER | 1995-12-31 | $2,873 | $2,873 | 200DB | 5.0000 | |
| PRINTER | 2012-10-10 | $605 | $605 | 200DB | 5.0000 | |
| COMPUTER | 2001-11-26 | $1,729 | $1,729 | 200DB | 5.0000 | |
| PDA | 2002-03-03 | $559 | $559 | 200DB | 5.0000 | |
| COMPUTER | 2005-01-24 | $1,725 | $1,725 | 200DB | 5.0000 | |
| COMPUTER | 2006-04-26 | $1,814 | $1,814 | 200DB | 5.0000 | |
| COMPUTER | 2022-12-05 | $1,361 | $295 | S/L | 5.0000 | $272 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $477,231 | EOYBookValueAmt |
| EOYFMV | $711,177 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FRANKLIN TEMPLETON INCOME | CategoryOrItemTxt |
| Book Value | $14,000 | BookValueAmt |
| EOYFMV | $19,497 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $12,807 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $12,013 | AccumulatedDepreciationAmt |
| Book Value | $794 | BookValueAmt |
| EOYFMV | $794 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $2,740 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ANNUAL FEES | $35 |
| MISC - FRAUDULENT CHECKS | $255 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $381 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $381 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $174 |
| ROUNDING | $1 |
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