BETA

CITRINE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CITRINE FOUNDATION (EIN 30-0757986)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349102097
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

FieldValueIRS element (for citing)
Return2018-11-14T15:36:41-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311059983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WealthStone Tax AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 Horizons DriveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300757986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Citrine FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITRBusinessNameControlTxt
Phone6144712281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14041 Gulfshore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnnie UpperPersonNm
Person TitlePresidentPersonTitleTxt
Phone6144712281PhoneNum
Signature2018-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGina M Grote CPAPreparerPersonNm
PTINP00745312PTIN
Phone6142672600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.58.112.11IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-01IPDt
IP Tm16:09:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBBC6FF48F749624228983DC5C77016F783C914CCAtSubmissionCreationDeviceId
At Submission Filing Device Id4869E5F49B9973F149F13A18DEB0F85868CD0247AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$533,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,441ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,216DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,216DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,626NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$361,197GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,626CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$271,283TotalRevAndExpnssAmt
Total Net Invst Incm$70,842TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,081OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,081OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$73TaxesRevAndExpnssAmt
Taxes Net Invst Incm$73TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,254TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,254TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,354TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,254TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$127,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$139,929ExcessRevenueOverExpensesAmt
Net Investment Income$66,588NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,997CashBOYAmt
Cash EOY$1,917CashEOYAmt
Cash EOYFMV$1,917CashEOYFMVAmt
Other Investments BOY$368,448OtherInvestmentsBOYAmt
Other Investments EOY$443,648OtherInvestmentsEOYAmt
Other Investments EOYFMV$531,683OtherInvestmentsEOYFMVAmt
Total Assets BOY$371,445TotalAssetsBOYAmt
Total Assets EOY$445,565TotalAssetsEOYAmt
Total Assets EOYFMV$533,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$371,445CapitalStockBOYAmt
Capital Stock EOY$445,565CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$371,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$445,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$371,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$445,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$371,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$139,929ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$511,374SubtotalAmt
Other Decreases$65,809OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$445,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Schwab #6083P$54,203$53,272$931$931
Schwab #6083P$306,029$246,299$59,730$59,730
Capital Gains DividendsP$965$965$965
FieldValueIRS element (for citing)
Capital Gain Net Income$61,626CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$278,466AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$405,509NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.686707DistributionYr1Rt
Adjusted Qlfy Distri Yr2$346,941AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$466,609NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.743537DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,248AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$384,076NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076152DistributionYr3Rt
Adjusted Qlfy Distri Yr4$128,701AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$207,343NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.620715DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,263NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution2.127111TotalDistributionRt
Average Distribution0.425422AverageDistributionRt
Net Vl Noncharitable Assets$404,986NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$172,290AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$666NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172,956AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$127,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,332InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,332SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,332TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,239EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,239TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$93TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAnnie UpperIndividualWithBooksNm
Phone6144392529PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAnnie UpperPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$407,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,266AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$411,153TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$411,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$404,986NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,249MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,249MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,332TaxBasedOnInvestmentIncomeAmt
Total Tax$1,332TotalTaxAmt
Distributable Before Adj$18,917DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,917DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$127,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$127,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$127,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,917DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$118,155ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,762ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$325,729ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$258,559ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$713,205TotalExcessDistributionCyovAmt
Qualifying Distributions$127,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,917AppliedToCurrentYearAmt
Remaining Distri From Corpus$108,183RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$821,388TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$821,388ExcessDistriCyovToNextYrAmt
Excess From Year4$118,155ExcessFromYear4Amt
Excess From Year3$10,762ExcessFromYear3Amt
Excess From Year2$325,729ExcessFromYear2Amt
Excess From Year1$258,559ExcessFromYear1Amt
Excess From Current Year$108,183ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAnnie UpperContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAnnie UpperRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6144712281RecipientPhoneNum
Form And Info And MaterialsWrittenFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Amethyst
455 E Mound StreetColumbusOH43215nonePCCommunity$20,600
Otterbein University
1 South Grove StWestervilleOH43081nonePCEducation$25,000
Stonewall Columbus
1160 N High StColumbusOH43201nonePCCommunity$50,000
United Way of Central Ohio
360 S 3rd StColumbusOH43215nonePCCommunity$10,000
Unity of Naples
2000 Unity WayNaplesFL34112nonePCCommunity$10,000
American Red Cross
995 E Broad StreetColumbusOH43205nonePCCommunity$10,000
Reeb Avenue Center
280 Reeb AvenueColumbusOH43207nonePCCommunity$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,216ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,626ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,842ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,842TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Annie Upper
14041 Gulf Shore Blvd N Unit 1401NaplesFL34103$193,751Yes (X)Yes (X)
Annie Upper
24041 Gulf Shore Blvd N Unit 1401NaplesFL34103$6,690Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,301 shs iShares Russell 1000; cashNoncashPropertyDesc
Fair Market Value$193,751FairMarketValueAmt
Received2017-12-27ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$443,648BookValueAmt
EOYFMV$531,683EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRestate donations at carry-over basisDesc
Amt$65,809Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescState Filing FeeDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees$2,081$2,081$0
Tax Prep Fees$1,600$1,600$0
Financial Planning Fees$400$400$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxCategoryTxt
Amt$73Amt
Net Investment Income$73NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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