MICHEL & CLAIRE GUDEFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MICHEL & CLAIRE GUDEFIN FAMILY FOUNDATION INC (EIN 45-5624811)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-08-15
- IRS object ID
- 202212279349100101
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T05:21:02-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455624811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHEL & CLAIRE GUDEFIN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 2392063061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1063 SPANISH MOSS TRAIL | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE VILLAS-BOAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2392063061 | PhoneNum |
| Signature | 2022-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | VILLAS-BOAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2022-08-14 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,302,288 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $662,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $662,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $330,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,430,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $330,567 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $993,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $993,482 | 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 |
| Other Prof Fees Rev And Expnss | $242,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $242,527 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,208 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,194,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,194,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,458,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,194,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $442,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $442,830 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,535,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,412,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,412,597 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,054,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,446,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,446,861 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,709,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,302,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,302,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,709,011 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,302,288 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,709,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,302,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,709,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,302,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,709,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,057,938 | OtherIncreasesAmt |
| Subtotal | $30,302,288 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,302,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,430,983 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,100,416 | CostOrOtherBasisAmt |
| Gain Or Loss | $330,567 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $330,567 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $330,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $1,681 | OverpaymentAmt |
| Applied To ES Tax | $1,681 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | CO FLANAGAN LLP | IndividualWithBooksNm |
| Phone | 2126822783 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E 42ND ST 1400 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE VILLAS-BOAS | ||||||||
| C/O ORGANIZATION | NAPLES | FL | 34108 | PRESIDENT & TREASURER | 2.00 | $0 | $0 | $0 |
| NICOLAS THIERRY | ||||||||
| C/O ORGANIZATION | NAPLES | FL | 34108 | DIRECTOR (THRU JAN 2022) | 1.00 | $0 | $0 | $0 |
| ALEXANDRE VILLAS-BOAS | ||||||||
| C/O ORGANIZATION | NAPLES | FL | 34108 | DIRECTOR (FROM MAR 2022) | 0.10 | $0 | $0 | $0 |
| ANTONION VILLAS-BOAS | ||||||||
| C/O ORGANIZATION | NAPLES | FL | 34108 | DIRECTOR (FROM MAR 2022) | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 LAUREL OAK DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVICE | ServiceTypeTxt |
| Compensation | $242,527 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $29,224,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,505,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,505,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $442,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,063,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,453,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,453,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,281 | TotalTaxAmt |
| Distributable Before Adj | $1,442,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,442,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,442,872 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,194,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,194,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,442,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,170,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,194,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,170,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,817 | 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 | $1,419,055 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILIS | ||||||
| 50 GLENVILLE STREET | GREENWICH | CT | 06831 | PC | OPERATING SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | PERTURBING THE EVOLUTIONARY DRIVERS OF TARGETED THERAPY RESISTANCE IN NSCLC | $189,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | APPLYING A HIGH CAPACITY TECHNOLOGY TO IDENTIFY BLOOD BIOMARKERS FOR LUNG CANCER | $195,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PC | RESEARCH COUNCIL | $20,000 |
| APIFERA FARM INC | ||||||
| 315 WALDOBORO ROAD | BREMEN | ME | 04551 | PC | OPERATING SUPPORT | $10,000 |
| BRAIN AND BEHAVIOR RESEARCH FOUNDATION | ||||||
| 747 THIRD AVENUE | NEW YORK | NY | 10017 | PC | OPERATING SUPPORT | $50,000 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | PC | OPERATING SUPPORT | $250,000 |
| GUADALUPE CENTER | ||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | PC | OPERATING SUPPORT | $25,000 |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PC | OPERATING SUPPORT | $70,000 |
| HUMANE SOCIETY OF NAPLES | ||||||
| 370 AIRPORT-PULLING ROAD N | NAPLES | FL | 34104 | PC | OPERATING SUPPORT | $5,000 |
| LUNGEVITY | ||||||
| 228 S WABASH AVENUE | CHICAGO | IL | 60604 | PC | OPERATING SUPPORT | $60,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BOULEVARD | ARLINGTON | VA | 22203 | PC | OPERATING SUPPORT | $75,000 |
| ROTARY CLUB OF NAPLES CHARITABLE FOUNDATION | ||||||
| PO BOX 99020 | NAPLES | FL | 34116 | PC | LEARN2EARN SCHOLARSHIP PROGRAM | $125,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | OPERATING SUPPORT | $45,000 |
| ST MATTHEW'S HOUSE | ||||||
| 2601 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | PC | OPERATING SUPPORT | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,194,500 | 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 | $35 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $662,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $330,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $993,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $993,482 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $1,247,414 | $1,247,414 |
| AMER ELECTRIC POWER CO | $364,161 | $364,161 |
| AMGEN | $577,950 | $577,950 |
| BLACKROCK INC | $827,596 | $827,596 |
| CHEVRON CORP | $894,262 | $894,262 |
| CHUBB LTD | $651,112 | $651,112 |
| CISCO SYSTEMS INC | $594,959 | $594,959 |
| COCA COLA | $1,204,908 | $1,204,908 |
| COMCAST CORP | $613,342 | $613,342 |
| CRANE CO | $298,745 | $298,745 |
| CVS HEALTH CORP | $506,050 | $506,050 |
| DIAGEO PLC | $641,922 | $641,922 |
| HOME DEPOT | $1,151,223 | $1,151,223 |
| JOHNSON & JOHNSON | $643,345 | $643,345 |
| JP MORGAN CHASE | $913,071 | $913,071 |
| LINDE PLC | $438,897 | $438,897 |
| LOCKHEED MARTIN | $867,792 | $867,792 |
| MARSH & MCLENNAN | $980,085 | $980,085 |
| MEDTRONIC PLC | $734,045 | $734,045 |
| MICROSOFT | $3,055,044 | $3,055,044 |
| NEXTERA ENERGY | $515,037 | $515,037 |
| NOVARTIS AG | $845,033 | $845,033 |
| PHILLIPS 66 | $540,715 | $540,715 |
| PROCTER & GAMBLE | $1,062,877 | $1,062,877 |
| RAYTHEON TECHNOLOGIES | $366,163 | $366,163 |
| REPUBLIC SERVICES | $577,567 | $577,567 |
| ROCKWELL AUTOMATION | $672,352 | $672,352 |
| TEXAS INSTRUMENTS | $1,085,101 | $1,085,101 |
| UNION PACIFIC | $801,325 | $801,325 |
| VF CORP | $456,586 | $456,586 |
| DISCOVER FINANCIAL | $269,304 | $269,304 |
| STARBUCKS | $298,382 | $298,382 |
| UNITED HEALTH GROUP | $379,928 | $379,928 |
| ADP | $336,304 | $336,304 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOUBLELINE STRATEGIC COMMODITY FUND | FMV | $660,854 | $660,854 |
| INVESCO DWA TECHNOLOGY | FMV | $1,512,747 | $1,512,747 |
| ISHARES MSCI EMERGING MKTS | FMV | $615,383 | $615,383 |
| NINETEEN77 GLOBAL MULTI-STRATEGY | FMV | $1,657,862 | $1,657,862 |
| UBS ULTRA SHORT INCOME FUND | FMV | $15 | $15 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $2,057,938 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS INVESTMENT FEES | CategoryTxt |
| Amt | $242,527 | Amt |
| Net Investment Income | $242,527 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $9,798 | $0 | $0 |
| FOREIGN TAX | $11,208 | $11,208 | $0 |