SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349105000
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T18:09:26-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920191072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH T STRONG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1916 BOLADO PKWY | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33990 | 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 | 650816375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LAWTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADA | BusinessNameControlTxt |
| Phone | 2394333335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LAWTON | PersonNm |
| Person Title | PRES, TR, DIR | PersonTitleTxt |
| Phone | 2394333335 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH T STRONG | PreparerPersonNm |
| PTIN | P00017431 | PTIN |
| Phone | 2395746795 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 7EAAAA8737DE4B218ECA784B8663C2F42330AC2A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2BB5585633D9CEC42876CC1229D0C6C419A2363 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $1,360,537 | 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 | $31,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,375 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $214,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,409 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,784 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,375 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,375 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,161 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $786,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $765,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,354,376 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3 | OtherAssetsBOYAmt |
| Total Assets BOY | $795,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $771,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,360,537 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $795,300 | UnrestrictedBOYAmt |
| Unrestricted EOY | $771,357 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $795,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $771,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $795,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $771,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $795,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $771,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $771,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12111 ELEPHANT TALK COMM INC | P | 2015-08-25 | 2016-08-25 | $1,926 | $3,771 | -$1,845 | -$1,845 |
| 102 HARRIS CORP | P | 2015-06-01 | 2016-05-27 | $8,020 | $8,080 | -$60 | -$60 |
| .7 MICROCHIP TECHNOLOGY | P | 2016-04-05 | 2016-04-05 | $34 | $34 | ||
| 49.16 GOLDMAN SACHS TR | P | 2015-10-01 | 2016-09-07 | $49 | $49 | ||
| 6007 GOLDMAN SACHS TR | P | 2016-09-07 | 2016-09-23 | $6,000 | $6,007 | -$7 | -$7 |
| 1000 ATMEL CORP | P | 2012-07-25 | 2016-04-05 | $8,143 | $6,030 | $2,113 | $2,113 |
| 1000 CLOVIS ONCOLOGY INC | P | 2012-07-25 | 2016-07-26 | $13,560 | $17,810 | -$4,250 | -$4,250 |
| 57889 ELEPHANT TALK COMM INC | P | 2015-08-04 | 2016-08-25 | $9,197 | $18,010 | -$8,813 | -$8,813 |
| 489 MERCK & CO INC | P | 2012-12-17 | 2016-09-27 | $30,446 | $21,335 | $9,111 | $9,111 |
| 1000 APPLE INC | P | 2008-09-10 | 2016-09-10 | $105,936 | $21,448 | $84,488 | $84,488 |
| 15119.72 GOLDMAN SACHS TR | P | 2012-06-20 | 2016-09-07 | $15,120 | $15,126 | -$6 | -$6 |
| 1000 ENDO INTERNATIONAL | P | 2010-03-24 | 2016-05-27 | $15,688 | $78,010 | -$62,322 | -$62,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,409 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,912 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,360,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052675 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,852 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,332,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,105,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $808,699 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036200 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,011 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $684,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040896 | DistributionYr5Rt |
| Total Distribution | 0.208088 | TotalDistributionRt |
| Average Distribution | 0.041618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,322,255 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $482 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,512 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,166 | 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 | $482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $482 | SubtotalAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,390 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,390 | TotalPaymentsAndCreditsAmt |
| Overpayment | $908 | OverpaymentAmt |
| Applied To ES Tax | $908 | 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 | 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 | ROBERT J LAWTON | IndividualWithBooksNm |
| Phone | 2394333335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | 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 (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 J LAWTON | ||||||||
| 8410 RIVIERA AVENUE | FORT MYERS | FL | 33919 | PRES, TR, DI | 5.00 | $0 | $0 | $0 |
| MATTHEW J LAWTON | ||||||||
| 350 COCOHATCHEE DRIVE | NAPLES | FL | 34110 | SEC, VP, DIR | 5.00 | $0 | $0 | $0 |
| SARA L MEYERS | ||||||||
| 5134 OSCEOLA STREET | LITTLETON | CO | 80123 | VP, DIRECTOR | 5.00 | $0 | $0 | $0 |
| ELIZABETH L COLLINS | ||||||||
| 11812 SE 229TH PLACE | KENT | WA | 98031 | VP, DIRECTOR | 5.00 | $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 | $1,322,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,143 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,342,391 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,342,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,322,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $482 | TotalTaxAmt |
| Distributable Before Adj | $65,631 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,631 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,631 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,166 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $482 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,684 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,666 | UndistributedIncomePYAmt |
| Qualifying Distributions | $72,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,666 | AppliedToYear1Amt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $65,131 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTHWEST HARVEST | ||||||
| 711 CHERRY STREET | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| THE STOREHOUSE | ||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| ROTARY FIRST HARVEST | ||||||
| 1201 1ST AVE S 327 | SEATTLE | WA | 98134 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| TLC MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| DENVER RESCUE MISSION | ||||||
| 3501 E 46TH AVENUE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| WOMENS CRISIS & ABUSE CENTER | ||||||
| PO BOX 367 | CASTLE ROCK | CO | 80104 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| COMMUNITY COOPERATIVE MINISTRIES | ||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| PLANNED PARENTHOOD OF COLLIER CTY | ||||||
| 1425 CREECH ROAD | NAPLES | FL | 34103 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $500 |
| BEST FRIENDS ANIMAL SANCTUARY | ||||||
| 501 ANGEL CANYON ROAD | KANAB | UT | 84741 | PUBLIC CHARITY | GENERAL USE | $500 |
| CONSERVANCY OF SW FLORIDA | ||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| EDGEWOOD CONGREGATIONAL CHURCH | ||||||
| 1788 BROAD STREET | CRANSTON | RI | 02905 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| CANCER ALLIANCE OF NAPLES | ||||||
| 3884 WOODS EDGE CIR 102 | BONITA SPRINGS | FL | 34134 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| BOYS & GIRLS CLUB OF COLLIER CO | ||||||
| 7500 DAVIS BLVD | NAPLES | FL | 34104 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| HUMANE SOCIETY OF NAPLES | ||||||
| 370 AIRPORT PULLING RD N | NAPLES | FL | 34104 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| IMMOKALEE CHILD CARE CENTER | ||||||
| 415 COLORADO AVENUE | IMMOKALEE | FL | 34142 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| EVERGLADES FOUNDATION | ||||||
| 10681 AIRPORT RD STE 24 | NAPLES | FL | 34109 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| TLC MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| DENVER RESCUE MISSION | ||||||
| 3501 E 46TH AVENUE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| WOMENS CRISIS & ABUSE CENTER | ||||||
| PO BOX 367 | CASTLE ROCK | CO | 80104 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| HABITAT FOR HUMANITY | ||||||
| 1288 TAMIAMI TRAIL | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| ABUSE COUNSELING & TREATMENT CTR | ||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| SALVATION ARMY | ||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| ECHO | ||||||
| 17391 DURRANCE ROAD | NORTH FORT MYERS | FL | 33917 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| QUALITY OF LIFE CENTER OF SWFL INC | ||||||
| 3210 DR MARTIN LUTHER KIN | FORT MYERS | FL | 33916 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| COVINGTON ROTARY CLUB | ||||||
| PO BOX 8401 | COVINGTON | WA | 98042 | PUBLIC CHARITY | GENERAL USE | $666 |
| COVINGTON DOMESTIC ABUSE TASK FORCE | ||||||
| COVINGTON CITY HALL | COVINGTON | WA | 98042 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| THE STOREHOUSE | ||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| PLANNED PARENTHOOD OF THE PACIFIC N | ||||||
| 2001 EAST MADISON STREET | SEATTLE | WA | 98122 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| NORTHWEST HARVEST | ||||||
| 711 CHERRY STREET | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| ROTARY FIRST HARVEST | ||||||
| 1201 1ST AVE S 327 | SEATTLE | WA | 98134 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| US FUND FOR UNICEF (KIND) | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,666 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,409 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,409 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,784 | 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 | HUGHES SNELL & CO, PA | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $756,036 | $1,345,216 |
| MUTUAL FUNDS | $9,160 | $9,160 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL FEE - FL DOR | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |