KRUPKA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KRUPKA FOUNDATION INC (EIN 84-4196645)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-02-27
- IRS object ID
- 202300589349100020
- Schema version
- 2021v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-27T15:22:47-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844196645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KRUPKA FOUNDATION INC A DELAWARE | BusinessNameLine1Txt |
| Business Name Line2 | PUBLIC BENEFIT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRUP | BusinessNameControlTxt |
| Phone | 3108891990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G KRUPKA | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3108891990 | PhoneNum |
| Signature | 2023-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | KRUPKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FAHAD HADDAD | PreparerPersonNm |
| PTIN | P01405631 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2023-02-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,943,474 | 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 | $198,232 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,140 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $648,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $348,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,187 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,405 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,405 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $42,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,127 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,318 | CashBOYAmt |
| Cash EOY | $79,417 | CashEOYAmt |
| Cash EOYFMV | $79,417 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,700,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,340,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,135,813 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,743,472 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,203,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,728,244 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,575,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,623,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,943,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,575,295 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,623,761 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,575,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,623,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,575,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,623,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,575,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,623,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,623,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #3518 - SHORT-TERM | P | 2021-01-01 | 2021-12-31 | $5,063 | $5,063 | $0 | $0 |
| MERRILL LYNCH #3518 - LONG-TERM | P | 2020-01-01 | 2021-12-31 | $96,821 | $95,850 | $971 | $971 |
| MERRILL LYNCH #3519 -SHORT-TERM | P | 2021-01-01 | 2021-12-31 | $55,187 | $50,799 | $4,388 | $4,388 |
| MERRILL LYNCH #3519 -LONG-TERM | P | 2020-01-01 | 2021-12-31 | $478,441 | $434,065 | $44,376 | $44,376 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2021-12-31 | $12,756 | $12,756 | $12,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,491 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,388 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,183 | 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 | DE | 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 | ROBERT KRUPKA | IndividualWithBooksNm |
| Phone | 3108891990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT G KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAMELA BANNER KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | SECRETARY/CFO/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KRISTIN NICOLE MCNALLY | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KERRY MELISSA COLBURN | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIAN C BANNER | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $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 | $4,496,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,672,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,672,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,602,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,124 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,124 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,183 | TotalTaxAmt |
| Distributable Before Adj | $228,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,880 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $122,880 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,315 | 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 | $99,626 | 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 | ROBERT G KRUPKA | ContributingManagerNm |
| Contributing Manager | PAMELA BANNER KRUPKA | ContributingManagerNm |
| Contributing Manager | KRISTIN NICOLE MCNALLY | ContributingManagerNm |
| Contributing Manager | KERRY MELISSA COLBURN | ContributingManagerNm |
| Contributing Manager | BRIAN C BANNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN YOUTHWORKS | |||||||
| 1901 E BEN WHITE BLVD | AUSTIN | TX | 78741 | NONE | PC | AS NEEDED | $7,500 |
| ARTIS - NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | AS NEEDED | $25,000 |
| CACNA1A FOUDNATION | |||||||
| 31 POINT ROAD | NORWALK | CT | 06854 | NONE | PC | AS NEEDED | $2,500 |
| COVENANT CHURCH OF NAPLES | |||||||
| 6926 TRAIL BLVD | NAPLES | FL | 34108 | NONE | PC | AS NEEDED | $61,000 |
| HILLSIDE SCHOOL | |||||||
| 120 E AVE 35 | LOS ANGELES | CA | 90031 | NONE | PC | AS NEEDED | $15,000 |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | AS NEEDED | $4,000 |
| LIFEWORKS AUSTIN | |||||||
| 3700 S 1ST STREET | AUSTIN | TX | 78704 | NONE | PC | AS NEEDED | $7,500 |
| MCQUAID JESUIT HIGH SCHOOL | |||||||
| 1800 S CLINTON AVE | ROCHESTER | NY | 14618 | NONE | PC | AS NEEDED | $20,000 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PC | AS NEEDED | $1,000 |
| NAPLES ZOO | |||||||
| 1590 GOODLETTE-FRANK RD | NAPLES | FL | 34102 | NONE | PC | AS NEEDED | $525 |
| NCH CENTER FOR PHILANTHROPY | |||||||
| 350 7TH ST N | NAPLES | FL | 34102 | NONE | PC | AS NEEDED | $7,500 |
| NOTRE DAME COLLEGE PREP | |||||||
| 7655 WEST DEMPSTER ST | NILES | IL | 60714 | NONE | PC | AS NEEDED | $10,000 |
| OCLA | |||||||
| 711 CAPITOL WAY SUITE 605 | OLYMPIA | WA | 98504 | NONE | PC | AS NEEDED | $8,000 |
| PURDUE UNIVERSITY ECE | |||||||
| 465 NORTHWESTERN AVE | WEST LAFAYETTE | IN | 47907 | NONE | PC | AS NEEDED | $7,500 |
| SAINT ANN SCHOOL FOUNDATION | |||||||
| 475 NINTH AVE SOUTH | NAPLES | FL | 34102 | NONE | PC | AS NEEDED | $5,000 |
| ST MICHAEL'S EPISCOPAL CHURCH | |||||||
| 647 DUNDEE AVE | BARRINGTON | IL | 60010 | NONE | PC | AS NEEDED | $3,500 |
| THE NATURE CONSERVENCY | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | AS NEEDED | $5,000 |
| THE OTHER ONES FOUNDATION | |||||||
| 780 S HWY 183 | AUSTIN | TX | 78741 | NONE | PC | AS NEEDED | $7,500 |
| TOGETHER RISING | |||||||
| 800 WEST BROAD STEET 6409 | FALLS CHURCH | VA | 22040 | NONE | PC | AS NEEDED | $2,500 |
| TRUTH FOR LIFE | |||||||
| PO BOX 398000 | CLEVELAND | OH | 44139 | NONE | PC | AS NEEDED | $1,200 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | AS NEEDED | $15,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | AS NEEDED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,725 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,140 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,489 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT PAMELA KRUPKA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $198,232 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11,093 SHARES OF SP500 STEPUP - ISSUER HSBC | NoncashPropertyDesc |
| Fair Market Value | $198,232 | FairMarketValueAmt |
| Received | 2021-09-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,810 | Amt |
| Net Investment Income | $5,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (45 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9000 SHS UNITED TECHNOLOGIES | $9,809 | $9,762 |
| 9000 SHS PFIZER INC | $9,075 | $9,372 |
| 9000 SHS PEPSICO INC. | $9,100 | $9,486 |
| 9000 SHS INTEL CORP. | $9,770 | $9,570 |
| 9000 SHS GENERAL MILLS INC. | $8,881 | $9,418 |
| 9000 SHS ENTERPRISE PRODUCTS | $9,760 | $9,567 |
| 9000 SHS COMCAST CORP. | $9,639 | $9,563 |
| 8000 SHS WAL-MART STORES INC | $8,800 | $8,638 |
| 8000 SHS ASTRAZENECA PLC | $8,761 | $8,589 |
| 72391 SHS STEPUP ISSUER HSBC | $700,282 | $1,182,438 |
| 23680 SHS BLACKROCK CAP ALLOCATION | $473,600 | $460,576 |
| 2000 SHS UNITED PARCEL SERVICE | $2,033 | $2,029 |
| 12500 SHS BLACKROCK CAP ALLOCATION | $250,000 | $317,000 |
| 10000 SHS WELLS FARGO & CO. | $10,119 | $10,508 |
| 10000 SHS VISA INC. | $10,033 | $10,185 |
| 10000 SHS UNITEDHEALTH GROUP INC. | $10,065 | $10,357 |
| 11000 SHS TORONTO-DOMINION BA | $10,844 | $10,665 |
| 10000 SHS TARGET CORP | $10,011 | $10,009 |
| 10000 SHS STARBUCKS CORP. | $9,988 | $10,239 |
| 10000 SHS PROCTER & GAMBLE CO. | $9,990 | $10,397 |
| 10000 SHS PAYPAL HOLDINGS INC | $10,298 | $10,127 |
| 10000 SHS ORACLE CORP | $10,241 | $10,456 |
| 10000 SHS MORGAN STANLEY | $10,079 | $10,344 |
| 10000 SHS KROGER CO | $10,010 | $10,098 |
| 10000 SHS JP MORGAN CHASE & CO. | $10,214 | $10,201 |
| 10000 SHS GOLDMAN SACH GROUP | $10,277 | $10,541 |
| 10000 SHS GENERAL ELECTRIC | $10,006 | $10,156 |
| 10000 SHS EXXON MOBILE CORPORATION | $10,082 | $10,452 |
| 10000 SHS CITIGROUP INC | $10,018 | $10,540 |
| 10000 SHS CHEVRON CORP. | $9,960 | $10,297 |
| 10000 SHS BANK OF NY MELLON | $10,390 | $10,495 |
| 10000 SHS APPLE INC. | $10,003 | $10,086 |
| 10000 SHS ANTHEM INC | $10,100 | $10,315 |
| 10000 SHS AMERICAN EXPRESS CR | $9,945 | $10,427 |
| 10000 SHS HOME DEPORT INC | $10,315 | $10,319 |
| 11000 SHS USD BANK NOVA SCOTIA | $10,899 | $10,727 |
| 11000 SHS ROYAL BANK OF CANADA | $10,997 | $10,708 |
| 10000 SHS MCDONALDS | $10,363 | $10,295 |
| 10000 SHS BRISTOL-MYERS SQUIBB CO | $10,913 | $10,758 |
| 10000 SHS CVS HEALTH CORP | $10,687 | $10,449 |
| 10000 SHS BANK OF MONTREAL | $10,065 | $10,062 |
| 10000 SHS FISERV INC | $10,802 | $10,579 |
| 10000 SHS ABBVIE INC | $10,571 | $10,543 |
| 11846.935 SHS CHIRON CAPITAL ALLOCATION FUND | $196,262 | $185,405 |
| 13100 SHS OWL ROCK CAP ALLOCATION TR | $189,782 | $185,496 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9175 SHS KAYNE ANDERSON MLP | $134,639 | $71,473 |
| 58000 SHS DJIA LIRN ISSUER BOFA | $580,000 | $1,057,920 |
| 21141 SHS CREDIT SUISSE FLOATI | $144,098 | $139,952 |
| 1428 SHS SPDR S&P 500 ETF | $336,768 | $678,243 |
| 132106 SHS BEACH POINT ACCESS | $145,000 | $188,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $35,059 | $35,059 | $0 | $0 |
| BOND AMORTIZATION | $7,596 | $7,596 | $0 | $0 |
| FILING FEE | $65 | $0 | $0 | $65 |
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