CORNWALL FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CORNWALL FOUNDATION INC (EIN 65-1159972)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-08-29
- IRS object ID
- 201922419349100602
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-29T10:23:12-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651159972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornwall Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORN | BusinessNameControlTxt |
| Phone | 2392286500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Banyan Boulevard No 130 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Teri Beimler | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8452952764 | PhoneNum |
| Signature | 2019-06-18 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.39.104.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-18 | IPDt |
| IP Tm | 15:34:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A7EA5B6DD9F08666C3176E32124AAE8D0E1A114E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C101103AF8B7BBAC4B7DE5440A9B8B6034794DB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,604,382 | 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 | $45,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $159,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $159,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,596 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,555 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,249 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,045,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,095,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,527,133 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,145,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,172,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,604,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,145,971 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,172,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,145,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,172,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,145,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,172,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,145,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,172,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,172,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $155,000 | $115,907 | $39,093 | $39,093 | |
| Capital Gains Dividends | $120,181 | $120,181 | $120,181 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $159,274 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,582,802 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,420,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030219 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,424 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,515,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,530 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,544,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,836 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,426,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039089 | DistributionYr5Rt |
| Total Distribution | 0.233296 | TotalDistributionRt |
| Average Distribution | 0.046659 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,684,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,250 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,046 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,296 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,596 | 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 | $2,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,384 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,138 | OverpaymentAmt |
| Applied To ES Tax | $2,138 | 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 | FL | 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 | Peter Racette | IndividualWithBooksNm |
| Phone | 8452952400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Cablevision Center | AddressLine1Txt |
| City | Liberty | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12754 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Sandra Gerry | ||||||||
| 225 Banyan Boulevard Suite 130 | Naples | FL | 34102 | President, Director | 5.00 | $0 | $0 | $0 |
| Adam Gerry | ||||||||
| 225 Banyan Boulevard Suite 130 | Naples | FL | 34102 | Vice President, Secretary, Director | 5.00 | $0 | $0 | $0 |
| Robyn Gerry | ||||||||
| 225 Banyan Boulevard Suite 130 | Naples | FL | 34102 | Vice President, Director | 0.00 | $0 | $0 | $0 |
| Louis J Boyd | ||||||||
| 225 Banyan Boulevard Suite 130 | Naples | FL | 34102 | Treasurer, Dir of Tax | 2.00 | $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 | $2,643,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,725,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,725,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,684,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,046 | TotalTaxAmt |
| Distributable Before Adj | $132,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,596 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,596 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,046 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,395 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,596 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,395 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,201 | 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 | $76,972 | 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 | Sandra Gerry | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Igor Birman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 311 | AddressLine1Txt |
| City | Liberty | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8452952400 | RecipientPhoneNum |
| Form And Info And Materials | Letter including all pertinent information, purpose of funds, and evidence of 501(c)(3) status. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(c)(3) organizations | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Catholic Charities of Collier County Inc | |||||||
| 2210 Santa Barbara Blvd | Naples | FL | 34116 | N/A | PC | Contribution to general programs and services for those in need in Collier County | $5,000 |
| Chabad Naples Preschool of the Arts | |||||||
| 1789 Mandarin Road | Naples | FL | 34102 | N/A | PC | Contribution to the Circle of Hearts Program to enhance and improve the school | $5,000 |
| Community School of Naples Inc | |||||||
| 13275 Livingston Rd | Naples | FL | 34109 | N/A | PC | Contribution to support Vision 2020: The Campaign for Excellence, a capital effort for new and improved facilities | $110,000 |
| Disabled American Veterans Charitable Service Trust | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | N/A | PC | Contribution to support Annual Wings and Wheels for Warriors | $500 |
| Jewish Family & Community Services oF SWFL Inc | |||||||
| 5025 Castello Drive | Naples | FL | 34103 | N/A | PC | Contribution to support Naples Senior Center | $10,000 |
| Mount Saint Mary College | |||||||
| 330 Powell Ave | Newburgh | NY | 12550 | N/A | PC | Contribution to Dominican Center renovation campaign | $20,000 |
| Naples Performing Arts Center Inc | |||||||
| 6646 Willow Park Drive | Naples | FL | 34109 | N/A | PC | Contribution to program that exposes children to the arts | $2,500 |
| Neighborhood Health Clinic Inc | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | N/A | PC | Contribution to patient services and needs | $5,000 |
| Saint Ann School Foundation Inc | |||||||
| 475 9th Ave South | Naples | FL | 34102 | N/A | PC | Contribution to Financial Aid Program | $10,000 |
| Sonoma County Vintners Foundation | |||||||
| 15401 Sonoma Highway | Sonoma | CA | 95476 | N/A | PC | Contribution to support Sonoma County community | $5,000 |
| The Shelter for Abused Women & Children | |||||||
| PO Box 10102 | Naples | FL | 34101 | N/A | PC | Contribution to shelter for counseling, safety plans, support services, and information | $2,000 |
| Wounded Warriors of South Florida | |||||||
| 1335 Dixie Highway 3 | Lake Park | FL | 33403 | N/A | PC | Contribution to the Wounded Veterans Relief Fund that provides emergency financial relief to qualified Florida disabled veterans. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,500 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $159,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,555 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Oakmark Equity Income Fund | $362,657 | $403,477 |
| Doubleline Total Return Fund | $141,433 | $132,151 |
| Osterweis Strategic Fund | $148,637 | $141,786 |
| Vanguard Div Growth Fund | $346,029 | $558,823 |
| Yacktman Focused Fund | $430,442 | $484,079 |
| Artisan International Value Fund | $332,714 | $413,333 |
| First Eagle Global Fund | $333,119 | $393,484 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licenses | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FL Annual Corp Filing Fee | $61 | $0 | $61 |
| Federal Estimated Payments | $1,650 | $0 | $0 |
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