BETA

HALSTATT CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HALSTATT CHARITABLE FOUNDATION (EIN 46-3685970)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201801319349102355
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)
Return2018-05-11T15:40:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463685970EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Halstatt Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHALSBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER SULLIVANPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520181315000062FederalOriginalSubmissionId
Federal Original Submission Id2018-05-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$575,087FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$189InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$189InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,670DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,670DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,144GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,117TotalRevAndExpnssAmt
Total Net Invst Incm$9,859TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$179TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,550OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,729TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,112ExcessRevenueOverExpensesAmt
Net Investment Income$9,834NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$148,655SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,733SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$408,398CorporateStockBOYAmt
Corporate Stock EOY$452,208CorporateStockEOYAmt
Corporate Stock EOYFMV$500,354CorporateStockEOYFMVAmt
Total Assets BOY$557,053TotalAssetsBOYAmt
Total Assets EOY$526,941TotalAssetsEOYAmt
Total Assets EOYFMV$575,087TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$557,053RetainedEarningBOYAmt
Retained Earning EOY$526,941RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$557,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$526,941TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$557,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$526,941TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$557,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,112ExcessRevenueOverExpensesAmt
Subtotal$526,941SubtotalAmt
Tot Net Ast Or Fund Balances EOY$526,941TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$28,144GrossSalesPriceAmt
Cost Or Other Basis$28,886CostOrOtherBasisAmt
Gain Or Loss-$742GainOrLossAmt
Gains Minus Excess Or Losses-$742GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$742CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$450,938NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063257DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$441,653NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.096286DistributionYr2Rt
Adjusted Qlfy Distri Yr3$31,644AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$478,483NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066134DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,534NetVlNoncharitableAssetsYr4Amt
Distribution Yr43.813559DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution4.039236TotalDistributionRt
Average Distribution1.009809AverageDistributionRt
Net Vl Noncharitable Assets$558,128NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$563,603AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$98NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$563,701AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$64,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$197InvestmentIncomeExciseTaxAmt
Subtotal$197SubtotalAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$197TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Patrick George
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Katherine Gordon Sproul
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Juliet Anne Sproul
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Jennifer S Sullivan
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$454,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,993AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$566,627TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$566,627AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$558,128NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,906MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,906MinimumInvestmentReturnAmt
Tax Based On Investment Income$197TaxBasedOnInvestmentIncomeAmt
Total Tax$197TotalTaxAmt
Distributable Before Adj$27,709DistributableBeforeAdjAmt
Distributable Before Ded$27,709DistributableBeforeDedAmt
Distributable As Adjusted$27,709DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$64,025QualifyingDistributionsAmt
Adjusted Qualifying Distri$64,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,709DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr4$5,826ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,811ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,157ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,415TotalExcessDistributionCyovAmt
Qualifying Distributions$64,025QualifyingDistributionsAmt
Applied To Current Year$27,709AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,316RemainingDistriFromCorpusAmt
Total Corpus$76,731TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$76,731ExcessDistriCyovToNextYrAmt
Excess From Year4$5,826ExcessFromYear4Amt
Excess From Year3$7,811ExcessFromYear3Amt
Excess From Year2$20,621ExcessFromYear2Amt
Excess From Year1$6,157ExcessFromYear1Amt
Excess From Current Year$36,316ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF COLLIER COUNTY INC
PO BOX 8896NAPLESFL34101N/APCCharacter and Leadership Program$500
COMMUNITY SCHOOL OF NAPLES INC
13275 LIVINGSTON RDNAPLESFL34109N/APCCharitable Event$10,000
DAVID LAWRENCE MENTAL HEALTH CENTER INC
6075 BATHEY LNNAPLESFL34116N/APCCharitable Event$500
FUN TIME EARLY CHILDHOOD ACADEMY INC
102 12TH ST NNAPLESFL34102N/APCCharitable Event$500
GUADALUPE CENTER INC
509 HOPE CIRIMMOKALEEFL34142N/APCHurricane Irma Relief Efforts in Immokalee$10,000
HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC
3760 FOWLER STFORT MYERSFL33901N/APCHurricane Irma Relief Efforts in Immokalee and Everglades City$15,000
MERRIE WOODE FOUNDATION INC
100 MERRIE WOODE RDSAPPHIRENC28774N/APCAnnual Fund$1,500
NAPLES ZOO INC
1590 GOODLETTE FRANK RDNAPLESFL34102N/APCCharitable Event$500
REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC
402 W MAIN STIMMOKALEEFL34142N/APCHurricane Irma Relief Efforts in Immokalee$10,000
RIPPOWAM CISQUA SCHOOL INC
PO BOX 488BEDFORDNY10506N/APCAnnual Fund$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$189ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,670ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$742ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,117ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,117TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCollier Sproul JulietContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12600 Golden Gate ParkwayAddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
IPATH DJ AIGCITR ETN$34,855$29,585
ISHARES BARCLAYS US AGGREGATE$40,907$40,671
ISHARES DOW JONES US REAL ESTA$26,401$28,191
ISHARES IBOXX $ HIGH YIELD COR$11,689$10,995
ISHARES MSCI EMERGING MARKETS$57,696$62,057
ISHARES S&P 500 INDEX FD$71,699$92,753
ISHARES TR S & P MIDCAP 400 IN$40,411$53,328
ISHARES TRUST MSCI EAFE INDEX$93,773$98,927
VANGUARD CHARLOTTE INTL BD IDX$41,385$42,463
VANGUARD SM-CAP ETF$33,392$41,384

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$12,500$12,500
Bank Charges$25$25
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2016CategoryTxt
Amt$179Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.