SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202011889349100731
- Schema version
- 2019v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T20:40:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920191072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH T STRONG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1916 BOLADO PKWY | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33990 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650816375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1Txt |
| Business Name Line2 | C/O MATTHEW J LAWTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADA | BusinessNameControlTxt |
| Phone | 2394333335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 COCOHATCHEE DR | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW J LAWTON | PersonNm |
| Person Title | PRES, SEC, TR, DIR | PersonTitleTxt |
| Phone | 2394333335 | PhoneNum |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH T STRONG | PreparerPersonNm |
| PTIN | P00017431 | PTIN |
| Phone | 2395746795 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-06 | IPDt |
| IP Tm | 20:40:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 59DFCC6D34CAE341E16E18EE3BE8414C09DFF7C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FEE981B6B6CCD0E9721744737735C6EE97C3CBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,624,977 | 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 | $276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $276 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $276 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,827 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,827 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,538 | GrossSalesPriceAmt |
| Total Rev And Expnss | $58,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,103 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,103 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,103 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,731 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $838,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $849,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,602,246 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $890,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $871,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,624,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $890,993 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $871,981 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $871,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $871,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $871,981 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $871,981 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,541,391 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,477,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044349 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,684 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,322,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054213 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,666 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,360,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052675 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,332,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033650 | DistributionYr5Rt |
| Total Distribution | 0.232209 | TotalDistributionRt |
| Average Distribution | 0.046442 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,367,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,765 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $199 | SubtotalAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $199 | TaxDueAmt |
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 | MATTHEW J LAWTON | IndividualWithBooksNm |
| Phone | 2394333335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 COCOHATCHEE DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MATTHEW J LAWTON | ||||||||
| 350 COCOHATCHEE DRIVE | NAPLES | FL | 34110 | PRES, SEC, T | 000.00 | $0 | $0 | $0 |
| SARA L MEYERS | ||||||||
| 5134 OSCEOLA STREET | LITTLETON | CO | 80123 | VP, DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELIZABETH L COLLINS | ||||||||
| 11812 SE 229TH PLACE | KENT | WA | 98031 | VP, DIRECTOR | 000.00 | $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 |
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 | $1,334,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,562 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,387,886 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,387,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,367,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $68,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,765 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $199 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,566 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,390 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,390 | AppliedToYear1Amt |
| Applied To Current Year | $375 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $67,779 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTHWEST HARVEST | ||||||
| 711 CHERRY STREET | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| THE STOREHOUSE | ||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| ROTARY FIRST HARVEST | ||||||
| 1201 1ST AVE S 327 | SEATTLE | WA | 98134 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| TLC MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| DENVER RESCUE MISSION | ||||||
| 3501 E 46TH AVENUE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $1,390 |
| COMMUNITY COOPERATIVE MINISTRIES | ||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| CONSERVANCY OF SW FLORIDA | ||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| EDGEWOOD CONGREGATIONAL CHURCH | ||||||
| 1788 BROAD STREET | CRANSTON | RI | 02905 | PUBLIC CHARITY | GENERAL USE | $3,500 |
| PATHWAYS EARLY EDUCATION | ||||||
| 3775 AIRPORT PULLING RD N | NAPLES | FL | 34105 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||
| PO BOX 22457 | PHILADELPHIA | PA | 19110 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| EVERGLADES FOUNDATION | ||||||
| 10681 AIRPORT RD STE 24 | NAPLES | FL | 34109 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| WOMENS CRISIS & ABUSE CENTER | ||||||
| PO BOX 367 | CASTLE ROCK | CO | 80104 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| ABUSE COUNSELING & TREATMENT CTR | ||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| SALVATION ARMY | ||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| QUALITY OF LIFE CENTER OF SWFL INC | ||||||
| 3210 DR MARTIN LUTHER KIN | FORT MYERS | FL | 33916 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| PLANNED PARENTHOOD OF THE PACIFIC N | ||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | PUBLIC CHARITY | GENERAL USE | $6,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $7,000 |
| SALVATION ARMY | ||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | GENERAL USE | $500 |
| EVERYTOWN FOR SAFETY | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,836 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,836 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,939 | TotalIncomeProducingActyAmt |
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 | KENNETH T STRONG CPA PA | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MYRIAD GENETICS INC | 2019-02 | PURCHASE | 2019-08 | $23,538 | $31,062 | -$7,524 |
| VECTREN CORP | 2005-03 | PURCHASE | 2019-02 | $72,000 | $26,640 | $45,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $839,589 | $1,592,580 |
| MUTUAL FUNDS | $9,661 | $9,666 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL FEE - FL DOR | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |