THE SHARP FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE SHARP FAMILY FOUNDATION INC (EIN 59-3302952)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-28
- IRS object ID
- 201810599349100106
- Schema version
- 2017v2.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-28T11:21:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592312507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD & OSBORNE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9120 CORSEA DEL FONTANA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341094395 | 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 | 593302952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARP FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2394378775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12501 LAKEWOOD CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339082850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BARTON SHARP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2018-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY A MCDONALD CPA | PreparerPersonNm |
| PTIN | P00414995 | PTIN |
| Phone | 2392548161 | PhoneNum |
| Preparation | 2018-02-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.231.173.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-28 | IPDt |
| IP Tm | 10:21:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C57C362D7511DF01C297063AF9A7B82BBB9AA5D4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7853D8F15A362F1C15E314CECA97D43B2495420D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $762,337 | 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 | $12,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,306 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,306 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,206 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $113 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $81,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,419 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,419 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,620 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,575 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,693 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $217 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,970 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,419 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $305,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $249,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $694,854 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $407,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $762,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $107,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $107,741 | CapitalStockEOYAmt |
| Retained Earning BOY | $300,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $208,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $407,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $407,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $407,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,752 | ExcessRevenueOverExpensesAmt |
| Subtotal | $317,014 | SubtotalAmt |
| Other Decreases | $439 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $316,575 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $804,602 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.186428 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $714,383 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.167977 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $119,742 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,124,062 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106526 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,790 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,070,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083841 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $2,727 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.544772 | TotalDistributionRt |
| Average Distribution | 0.136193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $749,745 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,110 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,000 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 | W BARTON SHARP | IndividualWithBooksNm |
| Phone | 2394378775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12501 LAKEWOOD COURT | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM BARTON SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PHYLLIS SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| MARGARET RUFFALO | ||||||||
| 1456 PARKSIDE DRIVE | BOLINGBROOK | IL | 60490 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| HARMON SHARP | ||||||||
| 318 NORLICK DRIVE | BRYAN | OH | 43506 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| CATHERINE SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | 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 | $680,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $761,162 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $761,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $749,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,487 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $37,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $135,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,487 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $36,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,281 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $294,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,513 | RemainingDistriFromCorpusAmt |
| Total Corpus | $392,281 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $392,281 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,662 | ExcessFromYear4Amt |
| Excess From Year3 | $64,055 | ExcessFromYear3Amt |
| Excess From Year2 | $84,281 | ExcessFromYear2Amt |
| Excess From Year1 | $109,770 | ExcessFromYear1Amt |
| Excess From Current Year | $97,513 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BREAST CANCER RESEARCH FOUNDATION | |||||||||
| BREAST CANCER RESEARCH FOUNDATION | 60 EAST 56TH STREET | 60 EAST 56TH STREET | NEW YORK | NY | 10022 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| COMMUNITY HEALTH PROFESSIOINALS INC | |||||||||
| COMMUNITY HEALTH PROFESSIONALS INC | 1215 S PORTLAND ST | 1215 S PORTLAND ST | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| DAVIS ARTS CENTER | |||||||||
| DAVIS ARTS CENTER | 2301 FIRST STREET | 2301 FIRST STREET | FORT MYERS | FL | 33901 | DONEE | PUBLIC | UNRESTRICTED | $18,000 |
| EQUESTRIAN CONNECTION NFP | |||||||||
| EQUESTRIAN CONNECTION NFP | 872 S MILWAUKEE AVE 273 | 872 S MILWAUKEE AVE 273 | LIVERTYVILLE | IL | 60048 | DONEE | PUBLIC | UNRESTRICTED | $20,000 |
| FAMILY SHELTER SERVICE | |||||||||
| FAMILY SHELTER SERVICE | 605 EAST ROOSEVELT ROAD | 605 EAST ROOSEVELT ROAD | WHEATON | IL | 60187 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| GLADIOLUS LEARNING CENTER | |||||||||
| GLADIOLUS LEARNING CENTER | 10320 GLADIOLUS DRIVE | 10320 GLADIOLUS DRIVE | FORT MYERS | FL | 33908 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| HEART HAVEN OUTREACH | |||||||||
| HEART HAVEN OUTREACH | 201 CANTERBURY LANE | 201 CANTERBURY LANE | BOLINGBROOK | IL | 60440 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| INDIANAPOLIS ZOO | |||||||||
| INDIANAPOLIS ZOO | 1200 WEST WASHINGTON ST | 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| KINGWOOD CENTER GARDENS | |||||||||
| KINGWOOD CENTER GARDENS | 50 NORTH TRIMBLE RD | 50 NORTH TRIMBLE RD | MANSFIELD | OH | 44906 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| LEE HEALTH FOUNDATION | |||||||||
| LEE HEALTH FOUNDATION | PO BOX 2218 | PO BOX 2218 | FORT MYERS | FL | 33902 | DONEE | PUBLIC | UNRESTRICTED | $6,000 |
| PHEASANTS FOREVER | |||||||||
| PHEASANTS FOREVER | 07492 COUNTY ROAD P50 | 07492 COUNTY ROAD P50 | MONTPELIER | OH | 43543 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| POWER CONNECTION | |||||||||
| POWER CONNECTION | 999 REMINGTON BLVD | 999 REMINGTON BLVD | BOLINGBROOK | IL | 60440 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| THE LEGACY FOUNDATION OF SHELL POIN | |||||||||
| THE LEGACY FOUNDATION OF SHELL POINT | 15000 SHELL POINT BLVD | 1500 SHELL POINT BVLD | FORT MYERS | FL | 33908 | DONEE | PUBLIC | UNRESTRICTED | $20,000 |
| WILLIAMS COUNTY SPORTSMANS EDUCATIO | |||||||||
| WILLIAMS COUNTY SPORTSMANS EDUCATION | 01521 NEY-WMS CTR ROAD | 01521 NEY-WMS CTR ROAD | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| ULTA BEAUTY CHARITABLE FOUNDATION | |||||||||
| ULTA BEAUTY CHARITABLE FOUNDATION | 1000 REMINGTON BLVD 120 | 1000 REMINGTON BLVD 120 | BOLINGBROOK | IL | 60440 | DONEE | PUBLIC | UNRESTRICTED | $4,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||
| OHIO STATE UNIVERSITY FOUNDATION | 1480 WEST LANE AVENUE | 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| WILDBOYZ BASKETBALL ASSOCIATION | |||||||||
| WILDBOYZ BASKETBALL ASSOCIATION | 1480 MISTY LANE | 1480 MISTY LANE | BOLINGBROOK | IL | 60490 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,306 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,392 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 7 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 8 | INCOME EARNED ON SALES OF SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
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 PREPARATION FEES | CategoryTxt |
| Amt | $2,620 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (24 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ADVANASIX INC COM | 2016-09 | PURCHASE | 2017-07 | |||
| ALLERGAN PLC COM | PURCHASE | 2017-10 | $40 | $53 | -$13 | |
| APPLIED OPTOELECTRONICS INC | 2017-05 | PURCHASE | 2017-08 | $6,545 | $6,658 | -$113 |
| AT&T INC COM | PURCHASE | 2017-05 | $191 | $201 | -$10 | |
| CISCO SYS INC COM | PURCHASE | $236 | $219 | $17 | ||
| DISNEY WALT CO | 2016-12 | PURCHASE | 2017-05 | $10,973 | $10,163 | $810 |
| NXP SEMICONDUCTORS | 2016-12 | PURCHASE | 2017-11 | $11,516 | $9,798 | $1,718 |
| PEPSICO INC | PURCHASE | $325 | $312 | $13 | ||
| QUALCOMM INC | PURCHASE | $11,008 | $10,849 | $159 | ||
| TORONTO-DOMINION BANK | PURCHASE | $288 | $258 | $30 | ||
| UNION PACIFIC CORP | PURCHASE | $101 | $96 | $5 | ||
| VANGUARD HI YIELD CORPORATE ADMIRAL | PURCHASE | 2017-08 | $2,014 | $1,858 | $156 | |
| WESTPAC BANKING CORPORATION ADR | 2016-12 | PURCHASE | 2017-02 | $4,885 | $4,750 | $135 |
| ADVANSIX INC COM | PURCHASE | 2017-07 | $136 | $54 | $82 | |
| ALLERGAN PLC COM | 2013-10 | PURCHASE | 2017-10 | $4,431 | $3,600 | $831 |
| AT&T INC COM | PURCHASE | 2017-05 | $3,892 | $3,328 | $564 | |
| CISCO SYS INC COM | PURCHASE | 2017-05 | $6,734 | $5,443 | $1,291 | |
| EDWARDS LIFESCIENCECORP | 2013-11 | PURCHASE | 2017-07 | $5,850 | $1,562 | $4,288 |
| PEPSICO INC | PURCHASE | 2017-07 | $11,586 | $9,307 | $2,279 | |
| QUALCOMM INC | 2015-12 | PURCHASE | 2017-02 | $10,561 | $9,460 | $1,101 |
| TORONTO-DOMINION BANK COM | PURCHASE | 2017-07 | $10,430 | $7,935 | $2,495 | |
| UNION PACIFIC CORP | PURCHASE | 2017-07 | $4,378 | $2,509 | $1,869 | |
| VANGUARD HI YIELD CORPORATE | PURCHASE | $34,611 | $31,854 | $2,757 | ||
| AMGEN INC | PURCHASE | $51,475 | $2,966 | $48,509 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANSIX INC | ||
| ALIBABA GROUP HLDG LTD | $17,478 | $17,243 |
| ALLERGAN PLC | ||
| ALPHABET INC CAP STK CL A | $10,997 | $105,340 |
| ALPHABET INC CAP STK CL C | $10,932 | $104,640 |
| AMAZON.COM INC | $14,357 | $23,389 |
| AMGEN INC | $2,967 | $52,170 |
| APPLE INC | $5,536 | $8,945 |
| AT&T INC | ||
| BERKSHIRE HATHAWAY INC CL B | $9,258 | $39,644 |
| CIGNA CORP | $9,622 | $20,314 |
| CISCO SYS INC | ||
| DISNEY WALT CO | ||
| EDWARDS LIFESCIENCES CORP | ||
| FACEBOOK INC | $10,718 | $17,646 |
| HONEYWELL INTL INC | $10,009 | $15,899 |
| JP MORGAN CHASE & CO | $22,099 | $55,833 |
| MICROSOFT CORP | $22,720 | $89,126 |
| NXP SEMICONDUCTORS N V | ||
| PEPSICO INC | ||
| QUALCOMM INC | ||
| TOTONTO-DOMINION BANK COM | ||
| UNION PACIFIC CORP | ||
| 3M COMPANY | $13,302 | $49,377 |
| WESTERN DIGITAL CORP | $4,074 | $7,953 |
| WESTPAC BANKING CORP | ||
| VANGUARD HI YIELD CORPORATE ADMIRAL | ||
| FIRST TR EXCHANGE TRADED FD IV TR | $51,134 | $53,626 |
| PIMCO ETF TR ACTIVE BD ETF | $10,645 | $10,600 |
| PROSHARES TRUST INVESTMENT GRADE | $23,244 | $23,109 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEALS/ENTERTAINMENT | Desc |
| Amt | $439 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MANAGEMENT FEES | $15,970 | $15,970 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METLIFE FEES 011469 | CategoryTxt |
| Amt | $7,575 | Amt |
| Net Investment Income | $7,575 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID 127785 | CategoryTxt |
| Amt | $69 | Amt |
| Net Investment Income | $69 | NetInvestmentIncomeAmt |
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