CLIFF AND GEORGANNE WILLIAMS FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLIFF AND GEORGANNE WILLIAMS FAMILY FOUNDATION INC (EIN 47-4245386)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349100715
- Schema version
- 2016v3.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:24:24-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474245386 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLIFF AND GEORGANNE WILLIAMS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIF | BusinessNameControlTxt |
| Phone | 2392781800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14287 ROYAL HARBOUR CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGANNE V WILLIAMS | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 2392781800 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW ROTTER | PreparerPersonNm |
| PTIN | P00449684 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 16:40:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 607DFA956ECEB0ACA97DF5EA3646F21DC5C78B1C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 097047FEE7FBD46FEB7FA1D9DE9041F7D5C5066E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,836,255 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $902 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $902 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,430 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,036,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,093,819 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$22,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,136,151 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,589 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,749 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,749 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$244,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,120,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $304,616 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $302,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $302,154 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,626,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,450,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,528,674 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,967 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,427 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,427 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,934,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,758,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,836,255 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $18,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,934,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,740,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,934,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,740,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,934,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,758,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,934,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$244,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,245 | OtherIncreasesAmt |
| Subtotal | $2,740,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,740,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1000 SHS LOWES COS INC COM | P | 2016-02-29 | $68,890 | $33,724 | $35,166 | $35,166 | |
| 1000 SHS LOWES COS INC COM | P | 2016-06-16 | $78,228 | $33,723 | $44,505 | $44,505 | 2011-02-10 |
| 1000 SHS VISA INC COM CL A | P | 2016-06-16 | $78,398 | $18,418 | $59,980 | $59,980 | |
| 1100 SHS VISA INC COM CL A | P | 2016-02-29 | $80,408 | $20,260 | $60,148 | $60,148 | |
| 1200 SHS GENERAL MILLS INC COM | P | 2016-09-23 | $77,676 | $29,820 | $47,856 | $47,856 | |
| 1500 SHS VISA INC COM CL A | P | 2016-10-18 | $122,633 | $27,627 | $95,006 | $95,006 | 2011-02-10 |
| 1700 SHS WALGREENS BOOTS ALLIANCE INC COM | P | 2016-10-18 | $132,855 | $50,237 | $82,618 | $82,618 | |
| 175 SHS CONSTELLATION BRANDS INC CL A | P | 2016-12-21 | $26,519 | $29,319 | -$2,800 | -$2,800 | 2016-10-18 |
| 1800 SHS GENERAL MILLS INC COM | P | 2016-09-23 | $116,513 | $64,154 | $52,359 | $52,359 | |
| 200 SHS PALO ALTO NETWORKS INC COM | P | 2016-12-21 | $25,097 | $29,655 | -$4,558 | -$4,558 | 2016-10-18 |
| 2200 SHS STRYKER CORP COM | P | 2016-10-18 | $252,730 | $94,508 | $158,222 | $158,222 | |
| 250 SHS EDWARDS LIFESCIENCES CORP COM | P | 2016-12-21 | $22,640 | $29,565 | -$6,925 | -$6,925 | 2016-10-18 |
| 2500 SHS ABBOTT LABORATORIES COM | P | 2016-10-18 | $102,876 | $55,337 | $47,539 | $47,539 | |
| 2500 SHS ABBOTT LABORATORIES COM | P | 2016-10-18 | $102,876 | $58,193 | $44,683 | $44,683 | |
| 275 SHS ADOBE SYS INC COM | P | 2016-12-21 | $29,075 | $29,829 | -$754 | -$754 | 2016-10-18 |
| 275 SHS DISNEY WALT CO COM | P | 2016-06-16 | $27,062 | $8,892 | $18,170 | $18,170 | 2008-08-18 |
| 2800 SHS LOWES COS INC COM | P | 2016-10-18 | $196,636 | $79,303 | $117,333 | $117,333 | |
| 500 SHS CVS HEALTH CORPORATION | P | 2016-06-16 | $47,669 | $16,551 | $31,118 | $31,118 | 2011-02-10 |
| 630 SHS CVS HEALTH CORPORATION | P | 2016-10-18 | $54,859 | $12,924 | $41,935 | $41,935 | |
| 700 SHS CVS HEALTH CORPORATION | P | 2016-10-18 | $60,955 | $23,172 | $37,783 | $37,783 | |
| 700 SHS WALGREENS BOOTS ALLIANCE INC COM | P | 2016-06-16 | $58,113 | $26,239 | $31,874 | $31,874 | |
| 8000 SHS HOLOGIC INC COM | P | 2016-02-16 | $274,012 | $171,451 | $102,561 | $102,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,093,819 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $625,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,736,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,749 | 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 | $11,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,860 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $301 | EsPenaltyAmt |
| Overpayment | $4,350 | OverpaymentAmt |
| Applied To ES Tax | $4,350 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGANNE V WILLIAMS | IndividualWithBooksNm |
| Phone | 2392781800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14287 ROYAL HARBOUR CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGANNE V WILLIAMS | ||||||||
| 14287 ROYAL HARBOUR CT | FORT MYERS | FL | 33908 | PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| CLIFFORD N WILLIAMS | ||||||||
| 14287 ROYAL HARBOUR CT | FORT MYERS | FL | 33908 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,421,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,777,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,777,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,736,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,209 | TotalTaxAmt |
| Distributable Before Adj | $125,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,749 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,209 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,203 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,203 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,953 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,953 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $33,953 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGANNE V WILLIAMS | ContributingManagerNm |
| Contributing Manager | CLIFFORD N WILLIAMS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGANNE V WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14287 ROYAL HARBOUR CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392781800 | RecipientPhoneNum |
| Form And Info And Materials | TYPED LETTER, EXEMPTION LETTER, PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HEIGHTS FOUNDATION INC | ||||||||
| 15570 HAGIE DRIVE | FORT MYERS | FL | 33908 | NONE | PUBLIC | DONATION | $20,000 | |
| AMIKIDS INC AMIKIDS SOUTHWEST FLORIDA INC | ||||||||
| 1190 MAIN STREET | FT MYERS | FL | 33901 | NONE | PUBLIC | DONATION | $7,000 | |
| ANIMAL REFUGE CENTER INC | ||||||||
| PO BOX 6642 | FORT MYERS | FL | 33911 | NONE | PUBLIC | DONATION | $5,000 | |
| CROSSROADS CHRISTIAN CHURCH INC | ||||||||
| 1400 10TH ST W | PALMETTO | FL | 34221 | NONE | PUBLIC | DONATION | $20,000 | |
| SWFL CHILDRENS CHARITIES INC | ||||||||
| 9736 COMMERCE CENTER CT | FORT MYERS | FL | 33908 | NONE | PUBLIC | DONATION | $80,009 | |
| BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAST INC | ||||||||
| 1000 TAMIAMI TRL S STE C | VENICE | FL | 34285 | NONE | PUBLIC | DONATION | $100 | |
| LAKE TOXAWAY CHARITIES | ||||||||
| PO BOX 163 | LAKE TOXAWAY | NC | 28747 | NONE | PUBLIC | DONATION | $4,750 | |
| SONOMA VALLEY VINTNERS & GROWERS FOUNDATION | ||||||||
| 783 BROADWAY | SONOMA | CA | 95476 | NONE | PUBLIC | DONATION | $12,140 | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC | ||||||||
| 8771 COLLEGE PARKWAY BUILDING 2 | FORT MYERS | FL | 33919 | NONE | PUBLIC | DONATION | $7,500 | SUITE 201 |
| MAKE-A-WISH FOUNDATION OF SOUTHERN FLORIDA INC | ||||||||
| 4491 S SR 7 ST | FORT LAUDERDALE | FL | 33314 | NONE | PUBLIC | DONATION | $12,750 | |
| BIG BROTHERS-BIG SISTERS FOUNDATION OF THE SUNCOAST INC | ||||||||
| 1000 TAMIAMI TRL S STE C | VENICE | FL | 34285 | NONE | PUBLIC | DONATION | $3,000 | |
| UNITED WAY SUNCOAST INC | ||||||||
| 5201 W KENNEDY BLVD STE 600 | TAMPA | FL | 33609 | NONE | PUBLIC | DONATION | $10,000 | |
| CAPTAINS FOR CLEAN WATER INC | ||||||||
| 12360 FLINTLOCK LN | FORT MYERS | FL | 33912 | NONE | PUBLIC | DONATION | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,749 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $902 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$22,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$22,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CLIFFORD GEORGANNE WILLIAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14287 ROYAL HARBOUR CT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,860 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FINEMARK # 6018 | StockNm |
| EOY Book Value | $2,450,742 | EOYBookValueAmt |
| EOYFMV | $2,528,674 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST AND DIVIDEND INCOME | Desc |
| BOY Book Value | $2,967 | BOYBookValueAmt |
| EOY Book Value | $5,427 | EOYBookValueAmt |
| EOYFMV | $5,427 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $14,589 | $14,589 | $0 |
| MISCELLANEOUS EXPENSES | $61 | $0 | $0 |
| PROGRAM FEES | $14,887 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK BASIS ADJUSTMENT | $47,785 |
| INCREASE IN ACCRUED INTEREST AND DIVIDEND INCOME | $2,460 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,000 | $0 | $0 |
| FOREIGN TAXES PAID | $666 | $666 | $0 |