THE SHARP FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SHARP FAMILY FOUNDATION INC (EIN 59-3302952)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-16
- IRS object ID
- 202231679349100613
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-16T14:35:09-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592312507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD & OSBORNE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9120 CORSEA DEL FONTANA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34109 | 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 | 593302952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARP FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2394378775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12501 LAKEWOOD CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339082850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BARTON SHARP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2022-06-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SHARP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D OSBORNE CPA | PreparerPersonNm |
| PTIN | P01273419 | PTIN |
| Phone | 2392548161 | PhoneNum |
| Preparation | 2022-06-16 | PreparationDt |
| 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 | $436,265 | 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 |
| Dividends Rev And Expnss | $1,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,792 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,792 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,388 | GrossSalesPriceAmt |
| Total Rev And Expnss | $146,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,792 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,792 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,561 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,561 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $27,309 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $95 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,718 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,792 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,884 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $129,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $410,381 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $138,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $436,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $107,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $107,741 | CapitalStockEOYAmt |
| Retained Earning BOY | $30,336 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$18,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,215 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,862 | SubtotalAmt |
| Other Decreases | $21 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,841 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | W BARTON SHARP | IndividualWithBooksNm |
| Phone | 2394378775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12501 LAKEWOOD COURT | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM BARTON SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | PRESIDENT | 000.00 | $500 | $0 | $0 |
| PHYLLIS SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | SECRETARY/TR | 000.00 | $500 | $0 | $0 |
| MARGARET RUFFALO | ||||||||
| 1456 PARKSIDE DRIVE | BOLINGBROOK | IL | 60490 | DIRECTOR | 000.00 | $500 | $0 | $0 |
| HARMON SHARP | ||||||||
| 318 NORLICK DRIVE | BRYAN | OH | 43506 | VICE PRESIDE | 000.00 | $500 | $0 | $0 |
| CATHERINE SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | DIRECTOR | 000.00 | $500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $442,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $487,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $487,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $479,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,993 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $23,993 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,993 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,993 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,993 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $109,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,513 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $555,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,993 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,007 | RemainingDistriFromCorpusAmt |
| Total Corpus | $681,571 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $109,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $571,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,513 | ExcessFromYear4Amt |
| Excess From Year3 | $120,307 | ExcessFromYear3Amt |
| Excess From Year2 | $118,074 | ExcessFromYear2Amt |
| Excess From Year1 | $109,900 | ExcessFromYear1Amt |
| Excess From Current Year | $126,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY COOPERATIVE | |||||||||
| COMMUNITY COOPERATIVE | PO BOX 2143 | PO BOX 2143 | FORT MYERS | FL | 33902 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| COMMUNITY COOPERATIVE | |||||||||
| COMMUNITY COOPERATIVE | PO BOX 2143 | PO BOX 2143 | FORT MYERS | FL | 33902 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| SIDNEY & BERNE DAVIS ART CENTER | |||||||||
| SIDNEY & BERNE DAVIS ART CENTER | 2301 FIRST STREET | 2301 FIRST STREET | FORT MYERS | FL | 33901 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| THE LEGACY FOUNDATION OF SHELL POIN | |||||||||
| THE LEGACY FOUNDATION OF SHELL POINT | 600 S FLORIDA AVENUE | 600 S FLORIDA AVENUE | DELAND | FL | 32720 | DONEE | PUBLIC | UNRESTRICTED | $12,000 |
| THE LEGACY FOUNDATION OF SHELL POIN | |||||||||
| THE LEGACY FOUNDATION OF SHELL POINT | 600 S FLORIDA AVENUE | 600 S FLORIDA AVENUE | DELAND | FL | 32720 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| EQUESTRIAN CONNECTION NFP | |||||||||
| EQUESTRIAN CONNECTION NFP | 872 S MILWAUKEE AVE 273 | 872 S MILWAUKEE AVE 273 | LIVERTYVILLE | IL | 60048 | DONEE | PUBLIC | UNRESTRICTED | $20,000 |
| ALPHA DELTA PI | |||||||||
| ALPHA DELTA PI | 1386 PONCE DE LEON AVE NE | 1386 PONCE DE LEON AVE NE | ATLANTA | GA | 30306 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| THE LEGACY FOUNDATION OF SHELL POIN | |||||||||
| THE LEGACY FOUNDATION OF SHELL POINT | 600 S FLORIDA AVENUE | 600 S FLORIDA AVENUE | DELAND | FL | 32720 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| CROW | |||||||||
| CROW | PO BOX 150 | PO BOX 150 | SANIBEL | FL | 33957 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| COMMUNITY HEALTH PROFESSIONALS | |||||||||
| COMMUNITY HEALTH PROFESSIONALS | 1159 WESTWOOD DR | 1159 WESTWOOD DR | VAN WERT | OH | 45891 | DONEE | PUBLIC | UNRESTRICTED | $12,500 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | |||||||||
| INDIANAPOLIS ZOOLOGICAL SOCIETY | 1200 WEST WASHINGTON ST | 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| LIFE CHANGING CHURCH | |||||||||
| LIFE CHANGING CHURCH | PO BOX 428 | PO BOX 428 | EDGERTON | OH | 43517 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| PHEASANTS FOREVER | |||||||||
| PHEASANTS FOREVER | 07492 COUNTY ROAD P50 | 07492 COUNTY ROAD P50 | MONTPELIER | OH | 43543 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| WILLIAMS COUNTY HUMANE SOCIETY | |||||||||
| WILLIAMS COUNTY HUMANE SOCIETY | 9464 COUNTY ROAD 13 | 9464 COUNTY ROAD 13 | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| WILLIAMS COUNTY SPORTSMANS EDUCATIO | |||||||||
| WILLIAMS COUNTY SPORTSMANS EDUCATION | 01521 NEY-WMS CTR ROAD | 01521 NEY-WMS CTR ROAD | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| COMMUNITY COOPERATIVE | |||||||||
| COMMUNITY COOPERATIVE | PO BOX 2143 | PO BOX 2143 | FORT MYERS | FL | 33902 | DONEE | PUBLIC | UNRESTRICTED | $7,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||||
| BREAST CANCER RESEARCH FOUNDATION | 28 WEST 44TH STREET | 28 WEST 44TH STREET | NEW YORK | NY | 10036 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| COMMUNITY COOPERATIVE | |||||||||
| COMMUNITY COOPERATIVE | PO BOX 2143 | PO BOX 2143 | FORT MYERS | FL | 33902 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| THE LEGACY FOUNDATION OF SHELL POIN | |||||||||
| THE LEGACY FOUNDATION OF SHELL POINT | 600 S FLORIDA AVENUE | 600 S FLORIDA AVENUE | DELAND | FL | 32720 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,787 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,579 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 7 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 8 | INCOME EARNED ON SALES OF SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,550 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 50 SHS AMGEN INC | 2005-02 | PURCHASE | 2021-01 | $11,438 | $495 | $10,943 |
| 25 SHS BERKSHIRE HATHAWAY INC | 2005-01 | PURCHASE | 2021-01 | $5,774 | $1,157 | $4,617 |
| 67 SHS MICROSOFT CORP DISCRETION | 2009-06 | PURCHASE | 2021-01 | $14,792 | $1,863 | $12,929 |
| 2 SHS ALPHABET INC CAP STK CL C | 2005-04 | PURCHASE | 2021-04 | $4,594 | $219 | $4,375 |
| 107 SHS JPMORGAN CHASE & CO | 2011-09 | PURCHASE | 2021-04 | $16,195 | $3,494 | $12,701 |
| 5 SHS ALPHABET INC CAP STK CL A | 2005-04 | PURCHASE | 2021-05 | $11,775 | $550 | $11,225 |
| 100 SHS APPLE INC | 2015-08 | PURCHASE | 2021-05 | $12,738 | $2,603 | $10,135 |
| 208 SHS FIRST TR EXCHANGE TRADED FD | 2018-01 | PURCHASE | 2021-05 | $12,474 | $12,482 | -$8 |
| 52 SHS MICROSOFT CORP | 2009-06 | PURCHASE | 2021-05 | $13,009 | $1,446 | $11,563 |
| 10 SHS ALPHABET INC CAP STK CL A | 2005-04 | PURCHASE | 2021-06 | $23,801 | $1,100 | $22,701 |
| 60 SHS APPLE INC | 2015-08 | PURCHASE | 2021-06 | $7,456 | $1,562 | $5,894 |
| 25 SHS FACEBOOK INC CLASS A | 2015-12 | PURCHASE | 2021-06 | $8,225 | $2,679 | $5,546 |
| 275 SHS FIRST TR EXCHANGE TRADED FD | 2018-01 | PURCHASE | 2021-06 | $16,492 | $16,502 | -$10 |
| 52 SHS JPMORGAN CHASE & CO | 2011-09 | PURCHASE | 2021-06 | $8,631 | $1,698 | $6,933 |
| 90 SHS MICROSOFT CORP | 2009-06 | PURCHASE | 2021-06 | $22,253 | $2,503 | $19,750 |
| 2 SHS ALPHABET INC CAP STK CL C | 2005-04 | PURCHASE | 2021-12 | $5,767 | $219 | $5,548 |
| 267 SHS FIRST TRUST EXCHANGE TRADED | 2018-01 | PURCHASE | 2021-12 | $15,974 | $16,029 | -$55 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK CL A | $2,749 | $72,426 |
| ALPHABET INC CAP STK CL C | $3,935 | $104,169 |
| AMAZON.COM INC | $14,357 | $66,687 |
| AMGEN INC | ||
| APPLE INC | $1,862 | $10,607 |
| BERKSHIRE HATHAWAY INC CL B | $1,157 | $7,475 |
| FACEBOOK INC | ||
| HONEYWELL INTL INC | $8,026 | $17,223 |
| JP MORGAN CHASE & CO | $4,602 | $8,696 |
| META PLATFORMS INC CLASS A | $8,038 | $25,226 |
| MICROSOFT CORP | $7,181 | $86,830 |
| FIRST TR EXCHANGE TRADED FD IV TR | ||
| ISHARES TR SHORT TREAS BD | $11,050 | $11,042 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSE | Desc |
| Amt | $21 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $8,718 | $8,718 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METLIFE FEES 011469 | CategoryTxt |
| Amt | $4,561 | Amt |
| Net Investment Income | $4,561 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | CategoryTxt |
| Amt | $61 | Amt |
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