THE STUART E & ESTELLE PRICE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: THE STUART E & ESTELLE PRICE FOUNDATION (EIN 20-0087125)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-11
IRS object ID: 201721319349101667
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
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Dissolution Stmt
Investments Corp Stock Schedule
Liquidation Explanation Stmt
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-11T11:51:56-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	311543240	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ MHM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 PLYMOUTH ROAD SUITE 200	AddressLine1Txt
City	PLYMOUTH MEETING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19462	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	200087125	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE STUART E & ESTELLE PRICE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STUA	BusinessNameControlTxt
Phone	2152839553	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7575 PELICAN BAY BOULEVARD NO 606	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34108	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STUART E PRICE	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	2152839553	PhoneNum
Signature	2017-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAWRENCE M ORR	PreparerPersonNm
PTIN	P00821446	PTIN
Phone	6108622249	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.90.32.117	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-10	IPDt
IP Tm	14:00:05	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	41D956D32CA61617543D07F6F4F00E7B5FB0E8BD	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)
PF Status Term Sect507b1 A	Yes (X)	PFStatusTermSect507b1AInd
Final Return	Yes (X)	FinalReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$20,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$9,517	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,517	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,204	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$55,261	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,204	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$53,721	TotalRevAndExpnssAmt
Total Net Invst Incm	$33,721	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
Accounting Fees Rev And Expnss	$1,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$164	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,064	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$70,551	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$70,551	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$72,615	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$70,551	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$18,894	ExcessRevenueOverExpensesAmt
Net Investment Income	$33,721	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$8,545	SavAndTempCashInvstBOYAmt
Corporate Stock BOY	$228,671	CorporateStockBOYAmt
Corporate Stock EOY	$0	CorporateStockEOYAmt
Corporate Stock EOYFMV	$0	CorporateStockEOYFMVAmt
Total Assets BOY	$237,216	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	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	$237,216	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$237,216	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$237,216	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$237,216	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$18,894	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$218,322	SubtotalAmt
Other Decreases	$218,322	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHS IBM CORP	2003-09-18	2016-07-12	$15,682	$9,063	$6,619	$6,619
100 SHS PNC FINL SVCS GROUP	2003-10-20	2016-11-07	$9,609	$4,984	$4,625	$4,625
300 SHS CHEVRON CORP	2005-12-29	2016-04-25	$29,970	$17,010	$12,960	$12,960

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,204	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$85,592	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$323,710	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.264410	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$91,430	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$387,187	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.236139	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$84,203	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$405,897	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.207449	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$78,526	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$457,208	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.171751	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$64,264	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$462,364	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.138990	DistributionYr5Rt
Total Distribution	1.018739	TotalDistributionRt
Average Distribution	0.203748	AverageDistributionRt
Net Vl Noncharitable Assets	$283,280	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$57,718	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$337	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$58,055	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$70,551	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	$337	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$337	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$337	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$240	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$240	TotalPaymentsAndCreditsAmt
Tax Due	$97	TaxDueAmt
Applied To ES Tax	$0	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	Yes (1)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
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	STUART AND ESTELLE PRICE	IndividualWithBooksNm
Phone	2152839553	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7575 PELICAN BAY BOULEVARD	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34108	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
STUART PRICE
7575 PELICAN BAY BOULEVARD 606	NAPLES	FL	34108	DIRECTOR	0.00	$0	$0	$0
ESTELLE PRICE
7575 PELICAN BAY BOULEVARD 606	NAPLES	FL	34108	DIRECTOR	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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$270,137	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$17,457	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$287,594	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$287,594	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,314	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$283,280	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,164	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,164	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$337	TaxBasedOnInvestmentIncomeAmt
Total Tax	$337	TotalTaxAmt
Distributable Before Adj	$13,827	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$13,827	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$13,827	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$70,551	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$70,551	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$337	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$70,214	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,827	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$41,988	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$55,884	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$64,552	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$72,561	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$69,814	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$304,799	TotalExcessDistributionCyovAmt
Qualifying Distributions	$70,551	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$13,827	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$56,724	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$361,523	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	$41,988	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$319,535	ExcessDistriCyovToNextYrAmt
Excess From Year4	$55,884	ExcessFromYear4Amt
Excess From Year3	$64,552	ExcessFromYear3Amt
Excess From Year2	$72,561	ExcessFromYear2Amt
Excess From Year1	$69,814	ExcessFromYear1Amt
Excess From Current Year	$56,724	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	STUART ESTELLE PRICE	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	7575 PELICAN BAY BOULEVARD 606	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34108	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2152839553	RecipientPhoneNum
Form And Info And Materials	AMOUNT REQUESTED, DESCRIPTION OF ORGANIZATION, NAME OF INDIVIDUAL	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	CONTRIBUTIONS ARE ONLY MADE TO PUBLIC CHARITIES	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
ADULTS WITH DEVELOPMENTAL DISABILITIES
261 OLD YORK ROAD SUITE A-50	JENKINTOWN	PA	19046	UNRELATED THIRD- PARTY	EXEMPT	CAUSE AND PREVENTION OF ADD	$2,500
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FL 17	CHICAGO	IL	60601	UNRELATED THIRD- PARTY	EXEMPT	TO SUPPORT ALZHEIMER RESEARCH AND PROVIDE CARE AND SUPPORT FOR ALZHEIMERS AND DEMENTIA PATIENTS	$1,000
AMERICAN RED CROSS
2025 E STREET NW	WASHINGTON	DC	20006	UNRELATED THIRD- PARTY	EXEMPT	AID AND SUPPORT	$500
ANTI VIOLENCE PARTNERSHIP OF PHILADELPHIA
2000 HAMILTON STREET 304	PHILADELPHIA	PA	19130	UNRELATED THIRD-PARTY	EXEMPT	COMMUNITY SERVICES	$500
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE	NEW YORK	NY	10158	UNRELATED THIRD-PARTY	EXEMPT	TO FIGHT ANTI-SEMITISM AND SEEK FAIR & EQUAL TREATMENT FOR ALL.	$1,000
ARTIS NAPLES
5833 PELICAN BAY BOULEVARD	NAPLES	FL	34108	UNRELATED THIRD- PARTY	EXEMPT	CENTER FOR THE ARTS	$2,750
CATO INSTITUTE
1000 MASSACHUSSETS AVENUE NW	WASHINGTON	DC	200015403	UNRELATED THIRD- PARTY	EXEMPT	PUBLIC POLICY RESEARCH RELATED TO FREE MARKETS, LIBERTY, PEACE, AND LIMITED GOVERNMENT	$1,500
CHILDREN'S HOSPITAL FOUNDATION
801 ROEDER ROAD	SILVER SPRING	MD	20910	UNRELATED THIRD- PARTY	EXEMPT	SUPPORT THE CHILDREN'S NATIONAL MEDICAL CENTER	$1,000
FOOD ALLERGY RESEARCH & EDUCATION INC
7925 JONES BRANCH DRIVE SUITE 1100	MCLEAN	VA	22012	UNRELATED THIRD- PARTY	EXEMPT	FOOD ALLERGY RESEARCH & EDUCATION	$500
FOX CHASE CANCER CENTER
333 COTTMAN AVENUE	PHILADELPHIA	PA	19111	UNRELATED THIRD- PARTY	EXEMPT	CANCER TREATMENT, PREVENTION AND RESEARCH.	$1,000
FRIENDS OF THE COLLIER COUNTY LIBRARY
650 CENTRAL AVENUE	NAPLES	FL	34102	UNRELATED THIRD- PARTY	EXEMPT	SUPPORTING RESOURCES & OTHER PROGRAMS	$500
GEORGE W BUSH FOUNDATION
PO BOX 600610	DALLAS	TX	75360	UNRELATED THIRD- PARTY	EXEMPT	SUPPORT OF THE GEORGE W. BUSH MUSEUM AND LIBRARY	$500
HADASSAH
50 WEST 58TH STREET	NEW YORK	NY	10019	UNRELATED THIRD- PARTY	EXEMPT	SUPPORT JEWISH AND ZIONIST PROGRAMS FOR EDUCATION, HEALTH CARE, COMMUNITY	$2,000
HEBREW FREE LOAN SOCIETY
675 THIRD AVENUE SUITE 1905	NEW YORK	NY	10017	UNRELATED THIRD- PARTY	EXEMPT	INTEREST FREE LOAN SUPPORT TO INDIVIDUALS	$1,000
HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA
4760 TAMIAMI TRAIL NORTH SUITE 7	NAPLES	FL	34103	UNRELATED THIRD-PARTY	EXEMPT	PRESERVATION OF HISTORY	$15,001
INSTITUTE FOR JUSTICE
999 BRICKELL AVE STE 720	MIAMI	FL	33131	UNRELATED THIRD- PARTY	EXEMPT	LEGAL ADVOCACY	$1,000
INTERFAITH FAMILY
90 OAK STREET FOURTH FLOOR PO BOX	NEW UPPER FALLS	MA	02464	UNRELATED THIRD- PARTY	EXEMPT	PROVIDE SUPPORT FOR INTERFAITH FAMILIES	$500	428
JEVS HUMAN SERVICES
1845 WALNUT STREET	PHILADELPHIA	PA	19103	UNRELATED THIRD- PARTY	EXEMPT	SUPPORT HEALTH, REHABILITATION, TRANING & JOB PLACEMENT SERVICES	$1,000
JEWISH FAMILY & COMMUNITY SERVICE
2500 VANDERBILT BEACH ROAD	NAPLES	FL	34109	UNRELATED THIRD- PARTY	EXEMPT	PROVIDE SOCIAL SERVICES	$1,000
JEWISH FEDERATION OF COLLIER COUNTY
2500 VANDERBILT BEACH ROAD SUITE	NAPLES	FL	34109	UNRELATED THIRD-PARTY	EXEMPT	COMMUNITY PROGRAMS	$5,000	2201
JEWISH NATIONAL FUND
42 EAST 69TH STREET	NEW YORK	NY	10021	UNRELATED THIRD- PARTY	EXEMPT	DEVELOPMENT OF ISRAELI LAND AND INFRASTRUCTURE	$1,000
LIGHTHOUSE OF COLLIER INC
2685 HORSESHOE DR S STE 211	NAPLES	FL	34104	UNRELATED THIRD- PARTY	EXEMPT	CENTER FOR BLINDNESS AND VISION LOSS	$1,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE	NEW YORK	NY	10065	UNRELATED THIRD-PARTY	EXEMPT	RESEARCH & TREATMENT OF CANCER	$1,000
NATIONAL LIBERTY MUSEAUM
321 CHESTNUT STREET	PHILADELPHIA	PA	19106	UNRELATED THIRD- PARTY	EXEMPT	COMMUNITY PROGRAMS	$2,500
NEIGHBORHOOD HEALTH CLINIC
121 GOODLETTE ROAD	NORTH NAPLES	FL	34102	UNRELATED THIRD- PARTY	EXEMPT	HEALTHCARE SERVICES	$1,000
REFORM CONGREGATION KENSETH ISRAEL
8339 OLD YORK ROAD	ELKINS PARK	PA	19027	UNRELATED THIRD-PARTY	EXEMPT	RELIGIOUS PURPOSES	$4,300
RNS CANCER AND HEART FOUNDATION
7223 VETNOR AVENUE	VETNOR	NJ	08406	UNRELATED THIRD- PARTY	EXEMPT	CANCER AND MEDICAL RESEARCH	$500
SHELTER FOR ABUSED WOMEN AND CHILDREN
PO BOX 10102	NAPLES	FL	34101	UNRELATED THIRD-PARTY	EXEMPT	WOMEN AND CHILDREN ADVOCACY	$1,500
SHELTERBOX USA
				UNRELATED THIRD- PARTY	EXEMPT	INTERNATIONAL DISASTER RELIEF	$1,000		UNIT 1 WATER-MA-TROUT	HELSTON	CORNWALL	UK	TR13 0LW
TEMPLE SHALOM
4630 PINE RIDGE ROAD	NAPLES	FL	341194063	UNRELATED THIRD- PARTY	EXEMPT	RELIGIOUS SUPPORT	$5,000
TEMPLE UNIVERSITY
1801 N BROAD STREET	PHILADELPHIA	PA	19122	UNRELATED THIRD- PARTY	EXEMPT	SUPPORT HIGHER EDUCATION	$1,000
THE FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVE NW	WASHINGTON	DC	20009	UNRELATED THIRD- PARTY	EXEMPT	EDUCATION	$1,000
NO BARRIERS USA
224 CANYON AVE SUITE 207	FORT COLLINS	CO	80521	UNRELATED THIRD- PARTY	EXEMPT	TO UNLEASH THE POTENTIAL OF THE HUMAN SPIRIT	$6,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE	NEW YORK	NY	10001	UNRELATED THIRD- PARTY	EXEMPT	MEDICAL AID WHERE IT IS NEEDED MOST. INDEPENDENT. NEUTRAL. IMPARTIAL.	$1,000
JEWISH FEDERATION OF ATLANTIC COUNTY
501 N JERMONE AVENUE	MARGATE CITY	NJ	08402	UNRELATED THIRD- PARTY	EXEMPT	COMMUNITY PROGRAMS	$1,000
THE CLARION PROJECT
1717 PENNSYLVANIA AVE NW STE 1025	WASHINGTON	DC	20006	UNRELATED THIRD- PARTY	EXEMPT	HUMAN RIGHTS EDUCATION	$1,000
THE FOUNDATION FOR GOVERNMENT ACCOUNTABILITY
15275 COLLIER BLVD STE 201-279	NAPLES	FL	34119	UNRELATED THIRD- PARTY	EXEMPT	COMMUNITY SUPPORT	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$70,551	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,517	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$24,204	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$33,721	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$33,721	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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STUART E AND ESTELLE PRICE	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	7575 PELICAN BAY BOULEVARD	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34108	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$20,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$1,900	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc
Amt	$0	Amt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCHWAB CHARITABLE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 628298	AddressLine1Txt
City	ORLANDO	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32862	ZIPCd

Field	Value	IRS element (for citing)
Short Explanation	CASH & MARKETABLE SECURITIES	ShortExplanationTxt
Dissolution	$310,580	DissolutionAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	STATEMENT PURSUANT TO IRC SECTION 507(B)(1)(A): ON DECEMBER 31, 2016, THE STUART E. & ESTELLE PRICE FOUNDATION TERMINATED BY TRANSFERRING ALL OF ITS ASSETS TO BE THE BELOW DONOR ADVISED FUND. THE DISTRIBUTION OF THE ASSETS WAS FINAL AS OF DECEMBER 31, 2016. RECIPIENT: SCHWAB CHARITABLE RECIPIENT FEIN: 31-1640316 RECEIPIENT ADDRESS: PO BOX 628298, ORLANDO, FL 32862 ASSETS TRANSFERRED: MARKETABLE SECURITIES & CASH VALUE OF ASSETS TRANSFERRED: $310,580 COST BASIS OF ASSETS TRANSFERRED: $217,322	ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
TRANSFER CASH TO SCHWAB CHARITABLE DONOR ADVISED FUND (SEE STMT ATTACHED)	$20,708
TRANSFER TO SCHWAB CHARITABLE DONOR ADVISED FUND (SEE STMT ATTACHED)	$197,614

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES PAID	CategoryTxt
Amt	$164	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt