BETA

CITRINE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CITRINE FOUNDATION (EIN 30-0757986)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-25
IRS object ID
201702379349100205
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-25T10:51:05-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311059983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WealthStone Tax AdvisorsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 Horizons DriveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300757986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Citrine FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITRBusinessNameControlTxt
Phone6144712281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14041 Gulfshore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAnnie UpperPersonNm
Person TitlePresidentPersonTitleTxt
Phone6144712281PhoneNum
Signature2017-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNancy B Donner CPAPreparerPersonNm
PTINP00631718PTIN
Phone6142672600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.47.98.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-21IPDt
IP Tm14:16:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC5C6C8EF6F74A8BC6A8DBD3822F128E538240E81AtSubmissionCreationDeviceId
At Submission Filing Device IdC5C6C8EF6F74A8BC6A8DBD3822F128E538240E81AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$422,088FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$254,876ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,615DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,134NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$670GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,134CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$277,625TotalRevAndExpnssAmt
Total Net Invst Incm$22,749TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,140OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,140OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$71TaxesRevAndExpnssAmt
Taxes Net Invst Incm$71TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,311TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,311TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$278,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$278,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,961TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,311TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$278,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,336ExcessRevenueOverExpensesAmt
Net Investment Income$18,438NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,361CashBOYAmt
Cash EOY$2,997CashEOYAmt
Cash EOYFMV$2,997CashEOYFMVAmt
Other Investments BOY$418,241OtherInvestmentsBOYAmt
Other Investments EOY$368,448OtherInvestmentsEOYAmt
Other Investments EOYFMV$419,091OtherInvestmentsEOYFMVAmt
Total Assets BOY$431,602TotalAssetsBOYAmt
Total Assets EOY$371,445TotalAssetsEOYAmt
Total Assets EOYFMV$422,088TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$431,602CapitalStockBOYAmt
Capital Stock EOY$371,445CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$431,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$371,445TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$431,602TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$371,445TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$431,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,336ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$426,266SubtotalAmt
Other Decreases$54,821OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$371,445TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
Schwab #6083P$615$615
Schwab #6083P$12,849$12,849
Capital Gains DividendsP$670$670$670
FieldValueIRS element (for citing)
Capital Gain Net Income$14,134CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$346,941AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$466,609NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.743537DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,248AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$384,076NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076152DistributionYr2Rt
Adjusted Qlfy Distri Yr3$128,701AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$207,343NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.620715DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,263NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution1.440404TotalDistributionRt
Average Distribution0.360101AverageDistributionRt
Net Vl Noncharitable Assets$405,509NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$146,024AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$184NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$146,208AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$278,650QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$184InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$184SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,423EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,423TotalPaymentsAndCreditsAmt
Overpayment$1,239OverpaymentAmt
Applied To ES Tax$1,239AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAnnie UpperIndividualWithBooksNm
Phone6144392529PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAnnie UpperPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$404,816AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,868AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$411,684TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$411,684AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,175CashDeemedCharitableAmt
Net Vl Noncharitable Assets$405,509NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,275MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,275MinimumInvestmentReturnAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Total Tax$184TotalTaxAmt
Distributable Before Adj$20,091DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,091DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,091DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$278,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$278,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$184PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$278,466AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,091DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$118,155ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,762ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$325,729ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$454,646TotalExcessDistributionCyovAmt
Qualifying Distributions$278,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,091AppliedToCurrentYearAmt
Remaining Distri From Corpus$258,559RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$713,205TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$713,205ExcessDistriCyovToNextYrAmt
Excess From Year3$118,155ExcessFromYear3Amt
Excess From Year2$10,762ExcessFromYear2Amt
Excess From Year1$325,729ExcessFromYear1Amt
Excess From Current Year$258,559ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAnnie UpperRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6144712281RecipientPhoneNum
Form And Info And MaterialsWrittenFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alvis House
2100 Stella CtColumbusOH43215nonePCCommunity$1,000
American Heart Association
5455 N High StColumbusOH43214nonePCCommunity$6,150
Amethyst
455 E Mound StreetColumbusOH43215nonePCCommunity$10,000
Columbus Foundation - Buckeye Life
1234 East Broad StColumbusOH43205nonePCCommunity$1,000
Harmony Project
779 E Long StColumbusOH43203nonePCCommunity$2,000
Otterbein University
1 South Grove StWestervilleOH43081nonePCEducation$200,000
Stonewall Columbus
1160 N High StColumbusOH43201nonePCCommunity$50,000
United Way of Central Ohio
360 S 3rd StColumbusOH43215nonePCCommunity$7,500
Unity of Naples
2000 Unity WayNaplesFL34112nonePCCommunity$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$278,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,615ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,134ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,749ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,749TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Annie UpperBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14041 Gulf Shore Blvd N Unit 1401AddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$254,876TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property200 shs Proctor & Gamble; 1,405 shs iShares Russell 1000; 731 shs Vanguard High Dividend Yield; cashNoncashPropertyDesc
Fair Market Value$254,876FairMarketValueAmt
Received2016-12-22ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$368,448BookValueAmt
EOYFMV$419,091EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Restate donations at carry-over basis$53,821
IRS Tax Estimate$1,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescState Filing FeeDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees$2,140$2,140$0
Tax Prep Fees$1,600$1,600$0
Financial Planning Fees$400$400$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxCategoryTxt
Amt$71Amt
Net Investment Income$71NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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