SHERRY CHAPPELL COOPPER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHERRY CHAPPELL COOPPER FOUNDATION INC (EIN 03-0442925)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202201299349101210
- 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
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T09:57:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261472386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAFER TSCHOPP WHITCOMB ET AL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 S ORLANDO AVENUE SUITE 312 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | 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 | 030442925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY CHAPPELL COOPER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 4076251711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 WEST MORSE BLVD SUITE 100 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32792 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H STARK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4076251711 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | STARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R TSCHOPP | PreparerPersonNm |
| PTIN | P00836892 | PTIN |
| Phone | 4078752760 | PhoneNum |
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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,031,420 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,625,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,114 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,563 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,253,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,150,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$952,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,482 | CashBOYAmt |
| Cash EOY | $411,954 | CashEOYAmt |
| Cash EOYFMV | $411,954 | CashEOYFMVAmt |
| Other Investments BOY | $3,182,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,555,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,619,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,209,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,967,284 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,031,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,209,508 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,967,284 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,209,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,967,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,209,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,967,284 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,209,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$952,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,715,341 | OtherIncreasesAmt |
| Subtotal | $8,971,924 | SubtotalAmt |
| Other Decreases | $4,640 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,967,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2018-07-06 | 2021-02-22 | $66,000 | $58,474 | $7,526 | $7,526 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2018-07-06 | 2021-03-24 | $680,153 | $593,974 | $86,179 | $86,179 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2018-06-22 | 2021-03-24 | $128,874 | $132,095 | -$3,221 | -$3,221 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2019-12-18 | 2021-03-24 | $1,816 | $1,815 | $1 | $1 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2019-07-08 | 2021-03-24 | $17,271 | $17,300 | -$29 | -$29 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2019-04-04 | 2021-03-24 | $8,139 | $8,150 | -$11 | -$11 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-09-30 | 2021-03-24 | $10,391 | $10,500 | -$109 | -$109 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-11-17 | 2021-03-24 | $63,283 | $63,550 | -$267 | -$267 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-06-30 | 2021-03-24 | $4,310 | $4,313 | -$3 | -$3 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-02-22 | 2021-03-24 | $66,735 | $66,900 | -$165 | -$165 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-01-18 | 2021-03-24 | $14,878 | $14,890 | -$12 | -$12 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-01-12 | 2021-09-17 | $10,869 | $10,880 | -$11 | -$11 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-02-16 | 2021-09-17 | $22,362 | $22,550 | -$188 | -$188 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-12-28 | 2021-09-17 | $23,785 | $24,050 | -$265 | -$265 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-08-10 | 2021-09-17 | $13,306 | $13,500 | -$194 | -$194 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-01-28 | 2021-09-17 | $44,602 | $44,037 | $565 | $565 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2019-01-28 | 2021-09-17 | $94,118 | $90,200 | $3,918 | $3,918 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-07-16 | 2021-09-17 | $11,008 | $11,050 | -$42 | -$42 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-06-08 | 2021-09-17 | $11,490 | $11,527 | -$37 | -$37 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-08-10 | 2021-09-17 | $15,218 | $15,290 | -$72 | -$72 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-11-16 | 2021-09-17 | $49,738 | $50,000 | -$262 | -$262 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-04-12 | 2021-09-17 | $103,515 | $103,540 | -$25 | -$25 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-02-16 | 2021-12-17 | $21,994 | $22,050 | -$56 | -$56 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-01-12 | 2021-12-17 | $11,317 | $11,350 | -$33 | -$33 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2021-04-12 | 2021-12-17 | $19,287 | $19,332 | -$45 | -$45 |
| CHARLES SCHWAB INVESTMENTS TIN 94-1737782 | P | 2020-12-28 | 2021-12-17 | $23,301 | $23,360 | -$59 | -$59 |
| CAPITAL GAINS DIVIDENDS | P | $87,337 | $87,337 | $87,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,420 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,788 | 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 | $20 | EsPenaltyAmt |
| Tax Due | $3,808 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | CHARLES H STARK | IndividualWithBooksNm |
| Phone | 4077880250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 941 W MORSE BLVD STE 100 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES H STARK | ||||||||
| 941 W MORSE BLVD STE 100 | WINTER PARK | FL | 32789 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY CATHERINE AMBROSE | ||||||||
| 1509 MAYFLOWER CT | WINTER PARK | FL | 32792 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAULA MUCKLEROY | ||||||||
| 250 STERLING AVE | WINTER PARK | FL | 32789 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION EXISTS TO FUND VARIOUS CENTRAL FLORIDA AND OTHER 501(C)(3) ORGANIZATIONS TO ASSIST THOSE ORGANIZATIONS AND THEIR CHARITABLE PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,132,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,241,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,241,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,627 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,148,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $307,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $307,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,788 | TotalTaxAmt |
| Distributable Before Adj | $303,622 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $303,622 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $303,622 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,150,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,150,061 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,622 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $500,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $305,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $689,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,494,437 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,150,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $303,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $846,439 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,340,876 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,340,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $500,000 | ExcessFromYear3Amt |
| Excess From Year2 | $305,291 | ExcessFromYear2Amt |
| Excess From Year1 | $689,146 | ExcessFromYear1Amt |
| Excess From Current Year | $846,439 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CASHIERS-HIGHLANDS HUMANE SOCIETY | ||||||
| PO BOX 638 | CASHIERS | NC | 28717 | NONE | TO ASSIST ORGANIZATION IN THEIR CHARITABLE PURPOSE. | $100,000 |
| PET ALLIANCE OF GREATER ORLANDO | ||||||
| 333 S GARLAND AVE 13TH FLOOR | ORLANDO | FL | 32801 | NONE | TO ASSIST ORGANIZATION IN THEIR CHARITABLE PURPOSE. | $1,050,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,150,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,686 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $180,420 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $300,114 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,114 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INTEREST AND DIVIDEND INCOME IS USED TO FUND CHARITABLE CONTRIBUTIONS. |
| 8 | CAPITAL GAINS EARNED ARE USED TO FUND CHARITABLE CONTRIBUTIONS. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ALL CASH HELD BY THE FOUNDATION IS RESERVED FOR CHARITABLE CONTRIBUTIONS OF THE FOUNDATION NET OF ADMINISTRATIVE COSTS INCURRED FOR MAINTAINING EARNING POTENTIAL OF THE FOUNDATION. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS-CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,555,330 | BookValueAmt |
| EOYFMV | $10,619,466 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $1,700 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2020 FORM 990-PF TAX PAID | $803 |
| NON-DEDUCTIBLE FOREIGN TAXES PAID ON INVESTMENT INCOME | $3,837 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN EXPENSES-BANK CHARGE | $15 | $15 | $0 |
| ADMIN EXPENSES-CORP FILING FEES | $61 | $0 | $61 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 FOUNDATION FUNDS RECEIVED | Desc |
| Amt | $6,715,341 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FUND MANAGEMENT FEES | $27,563 | $27,563 | $0 |
| DIRECTORS FEES | $72,000 | $0 | $0 |
Comments