BETA

GILES FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GILES FAMILY FOUNDATION INC (EIN 46-0558713)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201711319349102151
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)
Return2017-05-11T13:16:33-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUSTINBARTELLWALDMAN & FITZGERALDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 EAST 9TH STREET 920AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN460558713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GILES FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GLENN GILESInCareOfNm
Business Name ControlGILEBusinessNameControlTxt
Phone9083999886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17037 SE HARBOR CIRCLEAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLENN GILESPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9083999886PhoneNum
Signature2017-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURENCE A BARTELLPreparerPersonNm
PTINP01273511PTIN
Phone2166211180PhoneNum
Preparation2017-05-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.89.35.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id34703420171315000000FederalOriginalSubmissionId
Federal Original Submission Id2017-05-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id57D251FB52824E231E73EA920E262361DA5869ABAtSubmissionCreationDeviceId
At Submission Filing Device Id57D251FB52824E231E73EA920E262361DA5869ABAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,907FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,676ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,935DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,935DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,935DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$164NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$164CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,775TotalRevAndExpnssAmt
Total Net Invst Incm$2,099TotalNetInvstIncmAmt
Total Adj Net Incm$1,935TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$662AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$662AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$663AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$662TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$662TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$663TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$662TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$662TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,663TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,550ExcessRevenueOverExpensesAmt
Net Investment Income$1,437NetInvestmentIncomeAmt
Adjusted Net Income$1,273AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,446CashBOYAmt
Cash EOY$6,232CashEOYAmt
Cash EOYFMV$6,232CashEOYFMVAmt
Corporate Stock BOY$38,720CorporateStockBOYAmt
Corporate Stock EOY$33,384CorporateStockEOYAmt
Corporate Stock EOYFMV$31,675CorporateStockEOYFMVAmt
Total Assets BOY$42,166TotalAssetsBOYAmt
Total Assets EOY$39,616TotalAssetsEOYAmt
Total Assets EOYFMV$37,907TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$42,166RetainedEarningBOYAmt
Retained Earning EOY$39,616RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$42,166TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,616TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,166TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,616TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,166TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,550ExcessRevenueOverExpensesAmt
Subtotal$39,616SubtotalAmt
Tot Net Ast Or Fund Balances EOY$39,616TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS FINANCIALPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-01-01AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$164GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$164GainOrLossAmt
Gains Minus Excess Or Losses$164GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$164CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,155AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,453NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.228444DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,605AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$51,150NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050929DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$41,498NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Total Distribution0.279373TotalDistributionRt
Average Distribution0.093124AverageDistributionRt
Net Vl Noncharitable Assets$38,099NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,548AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,562AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,663QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Subtotal$14SubtotalAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$14TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GLENN GILESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9083999886PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17037 SE HARBOR CIRCLEAddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGLENN GILESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 SE SAILFISH POINT BLVD 417AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,169AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,510AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$38,679TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$38,679AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$580CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,099NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Tax$14TotalTaxAmt
Distributable Before Adj$1,891DistributableBeforeAdjAmt
Distributable Before Ded$1,891DistributableBeforeDedAmt
Distributable As Adjusted$1,891DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,663ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,663QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$14PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,891DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,035ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,035TotalExcessDistributionCyovAmt
Qualifying Distributions$6,663QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,891AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,772RemainingDistriFromCorpusAmt
Total Corpus$10,807TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,807ExcessDistriCyovToNextYrAmt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$6,035ExcessFromYear1Amt
Excess From Current Year$4,772ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TWIN OAKS COMMUNITY SERVICES
770 WOODLANE ROADMOUNT HOLLYNJ08060NONEPCCOMMUNITY OUTREACH FOR HOMELESS$1,500
CHILDREN'S HEALTHCARE OF ATLANTA
1605 CHANTILLY DRIVEATLANTAGA30301NONEPCMEDICAL RESEARCH$2,000
EKAR FARMS
6825 EAST ALAMEDA AVEDENVERCO80224NONEPCCOMMUNAL URBAN FARMING$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,935ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$164ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,099ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,099TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$1,325Amt
Net Investment Income$662NetInvestmentIncomeAmt
Adjusted Net Income$662AdjustedNetIncomeAmt
Disbursements Charitable Prps$663DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPRINCIPAL GLOBAL INCOME FUNDStockNm
EOY Book Value$33,384EOYBookValueAmt
EOYFMV$31,675EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUBS FEEDesc

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGLENN GILESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 SE SAILFISH POINT BLVD 417AddressLine1Txt
CitySTUARTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34996ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt

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