ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-20
- IRS object ID
- 201832329349100323
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-20T16:46:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT L ANDERSON | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 Marsh Wren Lane | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2396433932 | PhoneNum |
| Signature | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph C Sbrocco CPA | PreparerPersonNm |
| PTIN | P00069069 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2018-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $416,806 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,326 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $469 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,459 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,459 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $337,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $411,347 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $363,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $353,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $416,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,900 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $2,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $360,124 | UnrestrictedBOYAmt |
| Unrestricted EOY | $353,579 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $353,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $363,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $353,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,545 | ExcessRevenueOverExpensesAmt |
| Subtotal | $353,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $353,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NFS - ST DETAILS AVAILABLE UPON REQUEST | 2017-07-28 | $27,438 | $28,468 | -$1,030 | -$1,030 |
| NFS - LT DETAILS AVAILABLE UPON REQUEST | 2017-02-02 | $39,611 | $37,757 | $1,854 | $1,854 |
| NFS - DETAILS AVAILABLE UPON REQUEST | 2017-08-16 | $13,437 | $13,369 | $68 | $68 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,989 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $378,684 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,056 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $388,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059315 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,064 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $415,844 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077106 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $381,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087843 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,763 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $316,777 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052917 | DistributionYr5Rt |
| Total Distribution | 0.340529 | TotalDistributionRt |
| Average Distribution | 0.068106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $405,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,626 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,175 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $175 | SubtotalAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $499 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $499 | TotalPaymentsAndCreditsAmt |
| Overpayment | $324 | OverpaymentAmt |
| Applied To ES Tax | $324 | 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 |
| 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 | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2396433932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 MARSH WREN LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOANNE L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | TREASURER | 1.0 | $0 | $0 | $0 |
| CYNTHIA L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | SECRETARY | 1.0 | $0 | $0 | $0 |
| DOUGLAS L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | VICE-PRESIDENT | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $389,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $411,814 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $411,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $405,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175 | TotalTaxAmt |
| Distributable Before Adj | $20,107 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,107 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,107 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,175 | 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 | $18,175 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,848 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,932 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,932 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,564 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,747 | ExcessFromYear4Amt |
| Excess From Year3 | $11,496 | ExcessFromYear3Amt |
| Excess From Year2 | $3,848 | ExcessFromYear2Amt |
| Excess From Year1 | $5,473 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JOANNE ANDERSON | ContributingManagerNm |
| 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Angels Undercover of Collier County Inc | |||||||
| 1288 VIA PORTOFINO | Naples | FL | 34108 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| HOSPICE OF WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,100 |
| CHRIST CHILD SOCIETY OF NAPLES FLORIDA | |||||||
| PO BOX 770179 | NAPLES | FL | 34107 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $875 |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 121 GOODLETTE RD NORTH | NAPLES | FL | 34102 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| WOMENSAFE INC | |||||||
| 12041 Ravenna Road | Chardon | OH | 44024 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| CLOTHE A CHILD | |||||||
| 785 MENTOR AVE | WILLOUGHBY | OH | 44094 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| FUN TIME EARLY CHILDHOOD ACADEMY OF NAPLES | |||||||
| 102 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| The Salvation Army | |||||||
| PO BOX 760 | Painesville | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| ROCK VALLEY COLLEGE BOOSTER CLUB | |||||||
| 3301 N MULFORD RD | ROCKFORD | IL | 61114 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| PROJECT HOPE FOR HOMELESS | |||||||
| 25 freedom road | painesville | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| ORCHARD PARK ROTARY | |||||||
| PO BOX 29 | ORCHARD PARK | NY | 14127 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 |
| LIFE ACT | |||||||
| 29425 CHAGRIN BLVD STE 203 | CLEVELAND | OH | 44122 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| THE CRU FOUNDATION | |||||||
| 100 LAKE HART DR 3600 | ORLANDO | FL | 32832 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON ST | PAINESVILLE | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 2846 SOM CENTER ROAD | WILLOUGHBY | OH | 44094 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 |
| CHAMPIONS FOR LEARNING | |||||||
| 3606 ENTERPRISE AVE STE 150 | NAPLES | FL | 34104 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,600 |
| BIG BROTHERS BIG SISTERS | |||||||
| 8 NORTH STATE ST STE 3609 | PAINESVILLE | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 131 NORTH STATE ST | PAINESVILLE | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 4129 LAKE SHORE RD | HAMBURG | NY | 14075 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,175 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $892 | ExclusionAmt |
| 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) |
|---|---|---|
| Exclusion | $14,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,475 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAILS AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $348,120 | EOYBookValueAmt |
| EOYFMV | $411,347 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $2,326 | Amt |
| Net Investment Income | $2,326 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $369 | $369 |
| STATE TAX | $100 | $100 |
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