BRAME FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRAME FOUNDATION INC (EIN 06-1433102)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202141199349101229
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T13:37:48-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061433102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAME FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Yancey Brame | InCareOfNm |
| Business Name Control | BRAM | BusinessNameControlTxt |
| Foreign Phone | 2393317731 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 4TH AVE N | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Yancey Brame | PersonNm |
| Person Title | President | PersonTitleTxt |
| Foreign Phone | 2393317731 | ForeignPhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $971,348 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,008 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,008 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,514 | CashBOYAmt |
| Cash EOY | $6,398 | CashEOYAmt |
| Cash EOYFMV | $6,398 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $510,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $413,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $413,465 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $477,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $551,485 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,029,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $971,348 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,029,936 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $971,348 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,029,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $971,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,029,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,029,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,753 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,018,183 | SubtotalAmt |
| Other Decreases | $46,835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $971,348 | 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 - Vanguard 500 Index Admiral | PropertyDesc |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $5,658 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,342 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $4,342 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,342 | 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 | $501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $501 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $501 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | Yancey Brame | IndividualWithBooksNm |
| Phone | 2393317731 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 4th Avenue North | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341028426 | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Yancey Brame | ||||||||
| 490 4th Avenue North | Naples | FL | 34102 | President | 4.00 | $0 | $0 | $0 |
| Ramsey Brame | ||||||||
| 4706 Jamestown Road | Bethesda | MD | 28816 | Vice President | 1.00 | $0 | $0 | $0 |
| William Brame | ||||||||
| 10 Yarmouth Road | Rowayton | CT | 06583 | Treasurer | 1.00 | $0 | $0 | $0 |
| Amy Manley | ||||||||
| 490 4th Avenue North | Naples | FL | 34102 | Secretary | 1.00 | $0 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $976,186 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,000,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,000,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $985,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $501 | TotalTaxAmt |
| Distributable Before Adj | $48,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,781 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,781 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,578 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,578 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Shelter for Abused Women | |||||||
| PO BOx 10102 | Naples | FL | 34102 | PC | General Purpose | $300 | |
| Baby Basics of Collier County | |||||||
| Po Box 413005 | Naples | FL | 34101 | PC | General Purpose | $250 | |
| Big Bros Big Sis SunCoast | |||||||
| 1000 South Tamiami Trail | Venice | FL | 34285 | PC | General Purpose | $500 | |
| Boys and Girls Club of Collier Coun | |||||||
| 7900 Davis Blvd | Naples | FL | 34104 | PC | General Purpose | $2,000 | |
| Brantwood Camp | |||||||
| PO Box 3350 | Peterborough | NH | 03458 | PC | General Purpose | $5,000 | |
| Charity for Change | |||||||
| 10681 Airport Pulling Rd | Naples | FL | 34109 | PC | General Purpose | $1,000 | Suite 23 |
| Children's Advocacy Center | |||||||
| 1036 Sixth Ave N | Naples | FL | 34102 | PC | General Purpose | $1,000 | |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | PC | Education | $2,000 | |
| Collegiate School | |||||||
| 260 West 78th St | New York | NY | 100245166 | PC | Education | $1,000 | |
| Commemorative Air Force | |||||||
| PO Box 764768 | Dallas | TX | 75376 | PC | General Purpose | $250 | |
| David Lawrence Center | |||||||
| 6075 Bathey Lane | Naples | FL | 34116 | PC | General Purpose | $1,000 | |
| Dublin Community Church | |||||||
| Main St | Dublin | NH | 03444 | PC | General Purpose | $325 | |
| Dublin Community Foundation | |||||||
| Main St | Dublin | NH | 03444 | PC | General Purpose | $250 | |
| Emmanuel Church | |||||||
| Harrisville Rd | Dublin | NH | 03444 | PC | General Purpose | $1,000 | |
| First Presbyterian Church | |||||||
| 250 Sixth St S | Naples | FL | 34102 | PC | General Purpose | $2,000 | |
| Florida Sheriffs Youth Ranches | |||||||
| PO Box 2000 | Boys Ranch | FL | 32064 | PC | General Purpose | $250 | |
| Fun Time Early Childhood Acad | |||||||
| 102 Twelfth St N | Naples | FL | 34102 | PC | Education | $2,600 | |
| Grace Place for Children | |||||||
| PO Box 990531 | Naples | FL | 34116 | PC | General Purpose | $1,500 | |
| Guadalupe Center | |||||||
| 509 Hope Circle | Immokalee | FL | 34142 | PC | General Purpose | $2,500 | |
| Habitat of Collier County | |||||||
| 1145 Tamiami Trail E | Naples | FL | 34113 | PC | General Purpose | $2,500 | |
| Harry Chapin Food Bank | |||||||
| 3760 Fowler St | Ft Myers | FL | 33901 | PC | General Purpose | $1,000 | |
| Heritage Foundation | |||||||
| 214 Massachusetts Ave NE | Washington | DC | 20002 | PC | General Purpose | $1,000 | |
| Hill School | |||||||
| 717 East High Street | Pottstown | PA | 19464 | PC | General Purpose | $2,000 | |
| Hillsdale College | |||||||
| 33 East College St | Hillsdale | MI | 49242 | PC | General Purpose | $1,000 | |
| Hobart and William Smith Colleges | |||||||
| 300 Pulteney St | Geneva | NY | 14456 | PC | Education | $2,000 | |
| Hurricane Island Outward Bound Scho | |||||||
| PO Box 800 | Camden | ME | 04843 | PC | Education | $250 | |
| Judicial Watch | |||||||
| 425 Third St SW | Washington | DC | 20024 | PC | General Purpose | $500 | Suite 800 |
| Monadnock Family Services | |||||||
| 64 Main St | Keene | NH | 03431 | PC | General Purpose | $250 | |
| Naples Botanical Garden | |||||||
| 4820 Bayshore Drive | Naples | FL | 34112 | PC | General Purpose | $500 | |
| Naples Historical Society | |||||||
| 137 Twelfth Ave S | Naples | FL | 34102 | PC | General Purpose | $250 | |
| Naples Zoo | |||||||
| 1590 Goodlette Frank Rd | Naples | FL | 34102 | PC | General Purpose | $250 | |
| Our Daily Bread | |||||||
| 1450 Winterberry Drive | Marco Island | FL | 34145 | PC | General Purpose | $250 | |
| Pace Center for Girls | |||||||
| 160 N 1st St | Immokalee | FL | 34142 | PC | General Purpose | $1,000 | |
| Peterborough Players | |||||||
| 55 Hadley Road | Peterborough | NH | 03458 | PC | General Purpose | $250 | |
| Providence House | |||||||
| PO Box 128 | Naples | FL | 34106 | PC | General Purpose | $2,500 | |
| Semper Fi Fund | |||||||
| 825 College Blvd | Oceanside | CA | 92057 | PC | General Purpose | $1,000 | Suite 102 |
| South Florida Nat'l Parks Trust | |||||||
| 1390 South Dixie Highway | Coral Gables | FL | 33146 | PC | General Purpose | $1,000 | Suite 2203 |
| St Mathews House | |||||||
| 2001 Airport Rd S | Naples | FL | 34112 | PC | General Purpose | $2,500 | |
| Taft School | |||||||
| 110 Woodbury Road | Watertown | CT | 06795 | PC | Education | $2,000 | |
| US Sailing Foundation | |||||||
| 1 Roger Williams Way | Bristol | RI | 02809 | PC | General Purpose | $275 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,666 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $4,342 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,008 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Partial source of income to pay grants |
| 8 | Partial source of income to support grants made |
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 | Form 990PF Prep | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Vanguard 500 Index | AssetDesc |
| Acquired | 2012-04 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2020-12 | SoldDt |
| Gross Sales Price | $10,000 | GrossSalesPriceAmt |
| Basis | $5,658 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $10,000 | TotalNetAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PBCT - Peoples United Financial, Inc. | StockNm |
| EOY Book Value | $413,465 | EOYBookValueAmt |
| EOYFMV | $413,465 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VBIAX - Vanguard Balance Index Admiral | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $551,485 | BookValueAmt |
| EOYFMV | $551,485 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Market Depreciation | Desc |
| Amt | $46,835 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax | CategoryTxt |
| Amt | $261 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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