KRUPKA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KRUPKA FOUNDATION INC (EIN 84-4196645)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349105063
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T17:26:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844196645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KRUPKA FOUNDATION INC A DELAWARE | BusinessNameLine1Txt |
| Business Name Line2 | PUBLIC BENEFIT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRUP | BusinessNameControlTxt |
| Phone | 3108891990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD NO 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G KRUPKA | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3108891990 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | KRUPKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN RILEY | PreparerPersonNm |
| PTIN | P00071190 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,450,224 | 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 | $1,510 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,510 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,597 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,038 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,038 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $6,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $131,318 | CashEOYAmt |
| Cash EOYFMV | $131,318 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,700,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,150,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,743,472 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,168,156 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,575,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,450,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,575,295 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,575,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,575,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,597,581 | OtherIncreasesAmt |
| Subtotal | $3,575,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,575,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH #3518 - LONG TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-03-14 | AcquiredDt |
| Sold | 2020-10-26 | SoldDt |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $992 | OverpaymentAmt |
| Applied To ES Tax | $992 | 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 |
| Org Report Or Register State | DE | 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 | ROBERT KRUPKA | IndividualWithBooksNm |
| Phone | 3108891990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6897 GRENADIER BLVD 1004 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT G KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAMELA BANNER KRUPKA | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | SECRETARY/CFO/DIRECTOR | 0.00 | $0 | $0 | $0 |
| KRISTIN NICOLE MCNALLY | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KERRY MELISSA COLBURN | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRIAN C BANNER | ||||||||
| 6897 GRENADIER BLVD 1004 | NAPLES | FL | 34108 | DIRECTOR | 0.00 | $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 |
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 | $2,876,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,959,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,959,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,915,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $145,768 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,768 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,768 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,888 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,888 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,888 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,888 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,888 | 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 | $122,880 | 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) |
|---|---|---|
| Contributing Manager | ROBERT G KRUPKA | ContributingManagerNm |
| Contributing Manager | PAMELA BANNER KRUPKA | ContributingManagerNm |
| Contributing Manager | KRISTIN NICOLE MCNALLY | ContributingManagerNm |
| Contributing Manager | KERRY MELISSA COLBURN | ContributingManagerNm |
| Contributing Manager | BRIAN C BANNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PRECIOUS CHILD | |||||||
| 7051 W 118TH AVE | BROOMFIELD | CO | 80020 | NONE | PC | AS NEEDED | $1,500 |
| ARTIS - NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | AS NEEDED | $5,000 |
| BVKID | |||||||
| 2605 KOHLER DRIVE | BOULDER | CO | 80305 | NONE | PC | AS NEEDED | $5,000 |
| COVENANT CHURCH OF NAPLES | |||||||
| 6926 TRAIL BLVD | NAPLES | FL | 34108 | NONE | PC | AS NEEDED | $2,000 |
| HILLSIDE SCHOOL | |||||||
| 120 E AVE 35 | LOS ANGELES | CA | 90031 | NONE | PC | AS NEEDED | $3,000 |
| THE MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | AS NEEDED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,500 | 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 | $1,510 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,597 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,597 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,076 | Amt |
| Net Investment Income | $3,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,038 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SHS LOWE'S COMPANIES INC. | $10,102 | $10,212 |
| 10000 SHS GILEAD SCIENCES INC. | $10,134 | $10,274 |
| 9000 SHS COMCAST CORP. | $9,915 | $9,902 |
| 10000 SHS JP MORGAN CHASE & CO. | $10,507 | $10,517 |
| 12000 SHS BP CAPITAL MARKETS P | $12,141 | $12,440 |
| 10000 SHS APPLE INC. | $10,034 | $10,353 |
| 10000 SHS KROGER CO | $10,026 | $10,359 |
| 10000 SHS USD SHELL INTL FIN | $10,024 | $10,348 |
| 10000 SHS GENERAL ELECTRIC | $10,013 | $10,424 |
| 9000 SHS LOCKHEED MARTIN CORP | $9,091 | $9,189 |
| 10000 SHS VISA INC. | $10,077 | $10,464 |
| 10000 SHS CHEVRON CORP. | $9,961 | $10,636 |
| 9000 SHS INTEL CORP. | $10,005 | $10,009 |
| 9000 SHS GENERAL MILLS INC. | $8,881 | $9,802 |
| 10000 SHS STARBUCKS CORP. | $9,988 | $10,564 |
| 10000 SHS CITIGROUP INC | $10,028 | $10,997 |
| 9000 SHS PEPSICO INC. | $9,144 | $9,821 |
| 10000 SHS EXXON MOBILE CORPORATION | $10,118 | $10,786 |
| 10000 SHS PROCTER & GAMBLE CO. | $9,991 | $10,751 |
| 10000 SHS TOTAL CAPITAL INTL S | $10,007 | $10,117 |
| 10000 SHS TORONTO-DOMINION BA | $9,830 | $10,049 |
| 10000 SHS MORGAN STANLEY | $10,146 | $10,722 |
| 10000 SHS COCA-COLA CO/THE | $9,750 | $10,505 |
| 10000 SHS AMERICAN EXPRESS CR | $9,945 | $10,829 |
| 10000 SHS WELLS FARGO & CO. | $10,173 | $10,917 |
| 9000 SHS PFIZER INC | $9,107 | $9,709 |
| 10000 SHS ORACLE CORP | $10,333 | $10,946 |
| 10000 SHS GOLDMAN SACH GROUP | $10,364 | $11,037 |
| 9000 SHS UNITED TECHNOLOGIES | $10,026 | $10,322 |
| 9000 SHS ENTERPRISE PRODUCTS | $9,998 | $10,077 |
| 8000 SHS WAL-MART STORES INC | $9,026 | $9,059 |
| 10000 SHS WALT DISNEY COMPANY | $10,000 | $10,018 |
| 10000 SHS UNITEDHEALTH GROUP INC. | $10,089 | $10,659 |
| 50205 SHS STEPUP ISSUER HSBC | $502,050 | $750,565 |
| 12500 SHS BLACKROCK CAP ALLOCATION | $250,000 | $358,125 |
| 30000 SHS BLACKROCK CAP ALLOCATION | $600,000 | $653,100 |
| 10000 SHS BANK OF NY MELLON | $10,510 | $10,976 |
| 8000 SHS ASTRAZENECA PLC | $8,953 | $8,980 |
| 10000 SHS CISCO SYSTEMS INC | $10,109 | $10,101 |
| 10000 SHS ANTHEM INC | $10,132 | $10,696 |
| 10000 SHS TARGET CORP | $10,282 | $10,276 |
| 10000 SHS PAYPAL HOLDINGS INC | $10,384 | $10,448 |
| 2000 SHS UNITED PARCEL SERVICE | $2,078 | $2,075 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58000 SHS DJIA LIRN ISSUER BOFA | $580,000 | $868,260 |
| 36000 SHS SP500 STEPUP ISSUER | $360,000 | $390,960 |
| 132106 SHS BEACH POINT ACCESS | $145,000 | $167,247 |
| 21141 SHS CREDIT SUISSE FLOATI | $144,098 | $137,626 |
| 9175 SHS KAYNE ANDERSON MLP | $134,639 | $52,756 |
| 1428 SHS SPDR S&P 500 ETF | $336,768 | $533,901 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $5,147 | $5,147 | $0 | $0 |
| BOND AMORTIZATION | $810 | $810 | $0 | $0 |
| FILING FEE | $350 | $0 | $0 | $350 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH TRANSFERS FROM KRUPKA FOUNDATION | $164,159 |
| SECURITIES TRANSFERS FROM KRUPKA FOUNDATION | $3,433,422 |
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