KAREN J GLANERT CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KAREN J GLANERT CHARITABLE TR (EIN 39-6695585)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349102276
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T12:12:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13838 TAMIAMI TRAIL NORTH SUITE 200AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396695585EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN J GLANERT CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAREBusinessNameControlTxt
Phone2622423552PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13838 TAMIAMI TRAIL N 200AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN GLANERTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2622423552PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERD O FRANKEPreparerPersonNm
PTINP00563316PTIN
Phone2392632111PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,567,196FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$168,692ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$117,414DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,328DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$295,731NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$385,849GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$295,731CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$581,837TotalRevAndExpnssAmt
Total Net Invst Incm$388,059TotalNetInvstIncmAmt
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$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,908TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,481OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,318OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$164OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,189TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,318TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,964TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$255,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$255,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$298,689TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,318TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,464TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$283,148ExcessRevenueOverExpensesAmt
Net Investment Income$353,741NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$514,422CashBOYAmt
Cash EOY$247,427CashEOYAmt
Cash EOYFMV$247,427CashEOYFMVAmt
Corporate Stock BOY$3,081,702CorporateStockBOYAmt
Corporate Stock EOY$3,413,145CorporateStockEOYAmt
Corporate Stock EOYFMV$4,522,172CorporateStockEOYFMVAmt
Other Investments BOY$1,578,897OtherInvestmentsBOYAmt
Other Investments EOY$1,797,597OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,797,597OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,175,021TotalAssetsBOYAmt
Total Assets EOY$5,458,169TotalAssetsEOYAmt
Total Assets EOYFMV$6,567,196TotalAssetsEOYFMVAmt
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$5,175,021RetainedEarningBOYAmt
Retained Earning EOY$5,458,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,175,021TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,458,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,175,021TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,458,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,175,021TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$283,148ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,458,169SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,458,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY TOTAL BONT ETFP$88,459$90,118-$1,659-$1,659
PARK SHORE OPPORTUNITY OFFSHORE FDP$218,699$218,699$218,699
CAPITAL GAINS DIVIDENDSP$78,691$78,691$78,691
FieldValueIRS element (for citing)
Capital Gain Net Income$295,731CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,917InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,917SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,917TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,083OverpaymentAmt
Applied To ES Tax$5,083AppliedToESTaxAmt
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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHILL BARTH KING LLCIndividualWithBooksNm
Phone2392632111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13838 TAMIAMI TRAIL NORTH SUITE 200AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN J GLANERT
3838 TAMIAMI TRAIL N 200NAPLESFL34103TRUSTEE1.00$0$0$0
JENNIFER G CALLAHAN
3838 TAMIAMI TRAIL N 200NAPLESFL34103TRUSTEE1.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,864,517AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$430,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,294,721TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,294,721AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,421CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,200,300NetVlNoncharitableAssetsAmt
Minimum Investment Return$310,015MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$310,015MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,917TaxBasedOnInvestmentIncomeAmt
Total Tax$4,917TotalTaxAmt
Distributable Before Adj$305,098DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$305,098DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$305,098DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,464ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$260,464QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$305,098DistributableAsAdjustedAmt
Undistributed Income PY$254,078UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$260,464QualifyingDistributionsAmt
Applied To Year1$254,078AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,386AppliedToCurrentYearAmt
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$298,712UndistributedIncomeCYAmt
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 ManagerKAREN J GLANERTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPUBLICFOR ASSISTANCE TO INDIGENT FAMILIES$3,000
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARONA OCOEE ROADORLANDOFL32818NONEPUBLICFOR ASSISTANCE TO PEOPLE WITH DISABILITIES$3,000
CHILDRENS HOSPITAL COLORADO
13123 E 16TH AVENUE BOX 045AURORACO80045NONEPUBLICFOR ASSISTANCE TO SICK CHILDREN$15,000
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206NONEPUBLICTO CONNECT PEOPLE WITH PLANTS$2,500
DENVER RESCUE MISSION
6100 SMITH RDDENVERCO80216NONEPUBLICTO SERVE THE NEEDS OF THE HOMELESS AND NEEDY$10,000
GRAND FIRE PROTECTION
60500 US HIGHWAY 40GRANBYCO80446NONEPUBLICTO PROVIDE FIRE SAFETY$5,000
GULF COAST HUMANE SOCIETY
2010 ARCADIA STFORT MYERSFL33916NONEPUBLICTO PROVIDE SHELTER AND CARE FOR HOMELESS ANIMALS$10,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901NONEPUBLICTO PROVIDE FOOD ASSITANCE TO INDIGENT FAMILIES$10,000
LEE COUNTY HOMELESS COALITION
1500 COLONIAL BLVDFORT MYERSFL33907NONEPUBLICTO PROVIDE ASSISTANCE TO THE HOMELESS$10,000
LUTHERAN CHURCH CHARITIES LLC K9 COMFORT DOG MINISTRY
333 W LAKE STREETADDISONIL60101NONEPUBLICTO 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
LUTHERAN FAMILY SERVICES
3627 W WATERS AVETAMPAFL33614NONEPUBLICTO ASSIST PEOPLE WHO ARE EXPERIENCING HARD TIMES$10,000
MAKE-A-WISH
11020 WEST PLANK COURT SUITE 200WAUWATOSAWI53226NONEPUBLICTO GRANT WISHES TO CHILDREN WITH CRITCAL ILLNESSES$30,000
METRO CARING
1100 EAST 18TH AVENUEDENVERCO80218NONEPUBLICTO PROVIDE FOOD TO INDIGENT FAMILIES.$3,000
MILE HIGH UNITED WAY
711 PARK AVE WDENVERCO80205NONEPUBLICTO PROVDE AFFORDABLE HOUSING AND BASIC NEEDS TO INDIGENT FAMILIES.$3,000
MILWAUKEE PUBLIC MUSEUM
800 W WELLS STMILWAUKEEWI53233NONEPUBLICTO 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
MILWAUKEE RESCUE MISSION
830 N 19TH STREETMILWAUKEEWI53233NONEPUBLICGENERAL CHARITABLE PURPOSE$10,000
NATIONAL SPORTS CENTER FOR THE DISABLED
33 PARSENN RDWINTER PARKCO80482NONEPUBLICTO PROVIDE THERAPEUTIC RECREATION, COMPETITION AND ADAPTIVE SPORTS FOR CHILDREN AND ADULTS WITH DISABILITIES$10,000
PATRIOTS SERVICE DOGS
10545 SE 42ND CTBELLEVIEWFL34420NONEPUBLICTO TRAIN QUALITY SERVICE DOGS FOR MILITARY VETERANS STRUGGLING WITH MOBILITY, PTSD, AND MST$10,000
RAWHIDE BOYS RANCH
E7475 RAWHIDE RDNEW LONDONWI54961NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$10,000
SAFE AND SOUND
1757 WALLER STSAN FRANCISCOCA94117NONEPUBLICTO PREVENT AND REDUCE THE IMPACT OF CHILDHOOD ABUSE, NEGLECT, AND TRAUMA$10,000
SOLDIERS BEST FRIEND
7445 W ACOMA DRPEORIAAZ85381NONEPUBLICTO HELP VETERANS LIVING WITH COMBAT-RELATED POST TRAUMATIC STRESS DISORDER$10,000
VALERIE'S HOUSE
PO BOX 1955FORT MYERSFL33902NONEPUBLICTO HELP CHILDREN AND FAMILIES WORK THROUGH THE LOSS OF A LOVED ONE TOGETHER AND GO ON TO LIVE FULFILLING LIVES$10,000
STMATTHEWS HOUSE
2001 AIRPORT RD SNAPLESFL34112NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$10,000
THE INCLUSIVE BEAN
1930 ALBERT STRACINEWI53404NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$6,000
BPS FOUNDATION
128 SOO LINEBISMARCKND58501NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$5,000
DOLLY'S IMAGINATION LIBRARY
111 E MAIN ST 2ND FLOORSEVIERVILLETN37862NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$5,000
GRAND FOUNDATION-
10301 ENTERPRISE WAYSTURTEVANTWI53177NONEPUBLICUNRESTRICTED GENERAL CHARITABLE PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$255,500TotalGrantOrContriPdDurYrAmt
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$117,414ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$295,731ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$413,145ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$413,145TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
KAREN GLANERT
13838 TAMIAMI TRAIL N 200NAPLESFL34103$4,866Yes (X)
KAREN GLANERT
23838 TAMIAMI TRAIL N 200NAPLESFL34103$42,237Yes (X)
KAREN GLANERT
33838 TAMIAMI TRAIL N 200NAPLESFL34103$1,589Yes (X)
KAREN GLANERT
43838 TAMIAMI TRAIL N 200NAPLESFL34103$120,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
150 SHARES OF AMAZON$4,8662024-12-23
2314 SHARES OF MICROSOFT STOCK$42,2372024-12-23
310 SHARES OF AMERIPRISE$1,5892024-12-24

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY EQUITIES-1123StockNm
EOY Book Value$3,413,145EOYBookValueAmt
EOYFMV$4,522,172EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARK SHORE PARTNERS OPPORTUNITY FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,797,597BookValueAmt
EOYFMV$1,797,597EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$34,317$34,318$0
CHECK FEE$164$0$164

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$3,908Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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