KAREN J GLANERT CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KAREN J GLANERT CHARITABLE TR (EIN 39-6695585)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-02
IRS object ID
202201539349101005
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-02T13:23:03-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 Line110954 NORTH CEDARBURG ROAD 321AddressLine1Txt
CityMEQUONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53092ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN GLANERTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2622423552PhoneNum
Signature2022-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastGLANERTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERD O FRANKEPreparerPersonNm
PTINP00563316PTIN
Phone2392632111PhoneNum
Preparation2022-05-20PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,550,087FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$352,347ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$253,739DividendsRevAndExpnssAmt
Dividends Net Invst Incm$246,860DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,304NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$595,977GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$175,917CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$601,782TotalRevAndExpnssAmt
Total Net Invst Incm$422,777TotalNetInvstIncmAmt
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$4,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,669TaxesRevAndExpnssAmt
Taxes Net Invst Incm$669TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$32,503OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$32,495OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,164TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,408TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$237,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$237,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,072TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,164TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$241,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$322,710ExcessRevenueOverExpensesAmt
Net Investment Income$389,613NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$177,061CashBOYAmt
Cash EOY$407,676CashEOYAmt
Cash EOYFMV$407,676CashEOYFMVAmt
Corporate Stock BOY$3,265,003CorporateStockBOYAmt
Corporate Stock EOY$3,357,098CorporateStockEOYAmt
Corporate Stock EOYFMV$4,201,754CorporateStockEOYFMVAmt
Other Investments BOY$1,408,263OtherInvestmentsBOYAmt
Other Investments EOY$1,408,263OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,940,657OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,850,327TotalAssetsBOYAmt
Total Assets EOY$5,173,037TotalAssetsEOYAmt
Total Assets EOYFMV$6,550,087TotalAssetsEOYFMVAmt
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$4,850,327RetainedEarningBOYAmt
Retained Earning EOY$5,173,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,850,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,173,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,850,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,173,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,850,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$322,710ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,173,037SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,173,037TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NATIONAL FINANCIAL SERVICES - 1123$401,878$407,934-$6,056-$6,056
CUMMINS INC$194,099$12,126$181,973$181,973
FieldValueIRS element (for citing)
Capital Gain Net Income$175,917CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,416InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,416SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,416TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,243EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,243TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,827OverpaymentAmt
Applied To ES Tax$5,827AppliedToESTaxAmt
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
11865 VIA SALERNO WAYMIROMAR LAKESFL33913TRUSTEE1.00$0$0$0
JENNIFER G CALLAHAN
2865 BEELER STREETDENVERCO80238TRUSTEE1.00$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$5,947,151AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$205,154AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,152,305TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,152,305AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,285CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,060,020NetVlNoncharitableAssetsAmt
Minimum Investment Return$303,001MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$303,001MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,416TaxBasedOnInvestmentIncomeAmt
Total Tax$5,416TotalTaxAmt
Distributable Before Adj$297,585DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$297,585DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$297,585DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$241,908ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$241,908QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$297,585DistributableAsAdjustedAmt
Undistributed Income PY$236,493UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$241,908QualifyingDistributionsAmt
Applied To Year1$236,493AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,415AppliedToCurrentYearAmt
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$292,170UndistributedIncomeCYAmt
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 BLVDDENVERCO80221NONEPUBLICGENERAL$2,000
BLUE BENCH
PO BOX 18951DENVERCO80218NONEPUBLICGENERAL$5,000
CANINE COMPANIONS FOR INDEPENDENCE
8150 CLARONA OCOEE ROADORLANDOFL32818NONEPUBLICGENERAL$2,000
CHILDRENS HOSPITAL COLORADO
13123 E 16TH AVENUE BOX 045AURORACO80045NONEPUBLICGENERAL$10,000
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206NONEPUBLICGENERAL$2,500
DENVER RESCUE MISSION
6100 SMITH RDDENVERCO80216NONEPUBLICGENERAL$10,000
GRAND FIRE PROTECTION
60500 US HIGHWAY 40GRANBYCO80446NONEPUBLICGENERAL$5,000
GRAND FOUNDATION
316 W 3RD STGRAND ISLANDNE68801NONEPUBLICGENERAL$5,000
GULF COAST HUMANE SOCIETY
2010 ARCADIA STFORT MYERSFL33916NONEPUBLICGENERAL$10,000
HABITAT FOR HUMANITY OF METRO DENVER
3245 ELIOT STDENVERCO80211NONEPUBLICGENERAL$14,000
HARRY CHAPIN FOOD BANK
3760 FOWLER STFORT MYERSFL33901NONEPUBLICGENERAL$10,000
KATHY'S HOUSE
9101 W DOYNE AVEMILWAUKEEWI53226NONEPUBLICGENERAL$25,000
LEE COUNTY HOMELESS COALITION
1500 COLONIAL BLVDFORT MYERSFL33907NONEPUBLICGENERAL$10,000
LUTHERAN CHURCH CHARITIES LLC K9 COMFORT DOG MINISTRY
333 W LAKE STREETADDISONIL60101NONEPUBLICGENERAL$10,000
LUTHERAN FAMILY SERVICES
3627 W WATERS AVETAMPAFL33614NONEPUBLICGENERAL$10,000
MAKE-A-WISH WISCONSIN
11020 WEST PLANK COURT SUITE 200WAUWATOSAWI53226NONEPUBLICGENERAL$20,000
METRO CARING
1100 EAST 18TH AVENUEDENVERCO80218NONEPUBLICGENERAL$3,000
MILE HIGH UNITED WAY
711 PARK AVE WDENVERCO80205NONEPUBLICGENERAL$3,000
MILWAUKEE PUBLIC MUSEUM
800 W WELLS STMILWAUKEEWI53233NONEPUBLICGENERAL$20,000
NATIONAL SPORTS CENTER FOR THE DISABLED
33 PARSENN RDWINTER PARKCO80482NONEPUBLICGENERAL$10,000
PATRIOTS SERVICE DOGS
10545 SE 42ND CTBELLEVIEWFL34420NONEPUBLICGENERAL$5,000
REGIS JESUIT HIGH SCHOOL
6400 S LEWISTON WAYAURORACO80016NONEPUBLICGENERAL$10,000
SAFE AND SOUND
1757 WALLER STSAN FRANCISCOCA94117NONEPUBLICGENERAL$10,000
SOLDIERS BEST FRIEND
7445 W ACOMA DRPEORIAAZ85381NONEPUBLICGENERAL$10,000
STANLEY BRITISH PRIMARY SCHOOL
350 QUEBEC CTDENVERCO80230NONEPUBLICGENERAL$1,000
UNIVERSITY OF COLORADO
552 UCBBOULDERCO80309NONEPUBLICGENERAL$5,000
VALERIE'S HOUSE
PO BOX 1955FORT MYERSFL33902NONEPUBLICGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$237,500TotalGrantOrContriPdDurYrAmt
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$253,739ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,304ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$249,435ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$249,435TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
KAREN GLANERT
111865 VIA SALERNO WAYMIROMAR LAKESFL33913$160,000Yes (X)
KAREN GLANERT
211865 VIA SALERNO WAYMIROMAR LAKESFL33913$192,347Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property890 SHARES OF CUMMINS INC STOCKNoncashPropertyDesc
Fair Market Value$192,347FairMarketValueAmt
Received2021-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY EQUITIES-1123StockNm
EOY Book Value$3,357,098EOYBookValueAmt
EOYFMV$4,201,754EOYFMVAmt

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$1,408,263BookValueAmt
EOYFMV$1,940,657EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$32,495$32,495$0
CHECK FEE$8$0$8

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$669$669$0
EXCISE TAX$4,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.