2017-05-11T11:51:56-05:00 2016-12-31 311543240 CBIZ MHM LLC 401 PLYMOUTH ROAD SUITE 200 PLYMOUTH MEETING PA 19462 990PF 2016-01-01 200087125 THE STUART E & ESTELLE PRICE FOUNDATION STUA 2152839553 7575 PELICAN BAY BOULEVARD NO 606 NAPLES FL 34108 STUART E PRICE DIRECTOR 2152839553 2017-05-10 1 LAWRENCE M ORR P00821446 6108622249 96.90.32.117 2017-05-10 14:00:05 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 41D956D32CA61617543D07F6F4F00E7B5FB0E8BD 2016 2021-01-29 14:40:06Z X X X 0 X 20000 9517 9517 24204 55261 24204 53721 33721 0 0 0 1900 0 0 164 0 0 2064 0 0 70551 70551 72615 0 70551 -18894 33721 8545 228671 0 0 237216 0 0 0 0 X 0 0 0 0 237216 0 237216 0 237216 0 237216 -18894 0 218322 218322 0 100 SHS IBM CORP 2003-09-18 2016-07-12 15682 9063 6619 6619 100 SHS PNC FINL SVCS GROUP 2003-10-20 2016-11-07 9609 4984 4625 4625 300 SHS CHEVRON CORP 2005-12-29 2016-04-25 29970 17010 12960 12960 24204 0 85592 323710 0.264410 91430 387187 0.236139 84203 405897 0.207449 78526 457208 0.171751 64264 462364 0.138990 1.018739 0.203748 283280 57718 337 58055 70551 X 337 0 337 0 337 240 240 97 0 0 0 0 0 0 0 0 0 0 0 1 1 1 PA FL 1 0 0 0 0 1 N/A STUART AND ESTELLE PRICE 2152839553 7575 PELICAN BAY BOULEVARD NAPLES FL 34108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 NONE 0 0 0 270137 17457 0 287594 0 0 287594 4314 283280 14164 14164 337 337 13827 0 13827 0 13827 70551 0 70551 337 70214 13827 0 0 41988 55884 64552 72561 69814 304799 70551 0 0 0 13827 56724 0 0 361523 0 0 0 0 0 0 41988 319535 55884 64552 72561 69814 56724 STUART ESTELLE PRICE 7575 PELICAN BAY BOULEVARD 606 NAPLES FL 34108 2152839553 AMOUNT REQUESTED, DESCRIPTION OF ORGANIZATION, NAME OF INDIVIDUAL NONE CONTRIBUTIONS ARE ONLY MADE TO PUBLIC CHARITIES ADULTS WITH DEVELOPMENTAL DISABILITIES 261 OLD YORK ROAD SUITE A-50 JENKINTOWN PA 19046 UNRELATED THIRD- PARTY EXEMPT CAUSE AND PREVENTION OF ADD 2500 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 1000 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. 1000 ARTIS NAPLES 5833 PELICAN BAY BOULEVARD NAPLES FL 34108 UNRELATED THIRD- PARTY EXEMPT CENTER FOR THE ARTS 2750 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 1500 CHILDREN'S HOSPITAL FOUNDATION 801 ROEDER ROAD SILVER SPRING MD 20910 UNRELATED THIRD- PARTY EXEMPT SUPPORT THE CHILDREN'S NATIONAL MEDICAL CENTER 1000 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. 1000 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 2000 HEBREW FREE LOAN SOCIETY 675 THIRD AVENUE SUITE 1905 NEW YORK NY 10017 UNRELATED THIRD- PARTY EXEMPT INTEREST FREE LOAN SUPPORT TO INDIVIDUALS 1000 HOLOCAUST MUSEUM OF SOUTHWEST FLORIDA 4760 TAMIAMI TRAIL NORTH SUITE 7 NAPLES FL 34103 UNRELATED THIRD-PARTY EXEMPT PRESERVATION OF HISTORY 15001 INSTITUTE FOR JUSTICE 999 BRICKELL AVE STE 720 MIAMI FL 33131 UNRELATED THIRD- PARTY EXEMPT LEGAL ADVOCACY 1000 INTERFAITH FAMILY 90 OAK STREET FOURTH FLOOR PO BOX 428 NEW UPPER FALLS MA 02464 UNRELATED THIRD- PARTY EXEMPT PROVIDE SUPPORT FOR INTERFAITH FAMILIES 500 JEVS HUMAN SERVICES 1845 WALNUT STREET PHILADELPHIA PA 19103 UNRELATED THIRD- PARTY EXEMPT SUPPORT HEALTH, REHABILITATION, TRANING & JOB PLACEMENT SERVICES 1000 JEWISH FAMILY & COMMUNITY SERVICE 2500 VANDERBILT BEACH ROAD NAPLES FL 34109 UNRELATED THIRD- PARTY EXEMPT PROVIDE SOCIAL SERVICES 1000 JEWISH FEDERATION OF COLLIER COUNTY 2500 VANDERBILT BEACH ROAD SUITE 2201 NAPLES FL 34109 UNRELATED THIRD-PARTY EXEMPT COMMUNITY PROGRAMS 5000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 UNRELATED THIRD- PARTY EXEMPT DEVELOPMENT OF ISRAELI LAND AND INFRASTRUCTURE 1000 LIGHTHOUSE OF COLLIER INC 2685 HORSESHOE DR S STE 211 NAPLES FL 34104 UNRELATED THIRD- PARTY EXEMPT CENTER FOR BLINDNESS AND VISION LOSS 1000 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 UNRELATED THIRD-PARTY EXEMPT RESEARCH & TREATMENT OF CANCER 1000 NATIONAL LIBERTY MUSEAUM 321 CHESTNUT STREET PHILADELPHIA PA 19106 UNRELATED THIRD- PARTY EXEMPT COMMUNITY PROGRAMS 2500 NEIGHBORHOOD HEALTH CLINIC 121 GOODLETTE ROAD NORTH NAPLES FL 34102 UNRELATED THIRD- PARTY EXEMPT HEALTHCARE SERVICES 1000 REFORM CONGREGATION KENSETH ISRAEL 8339 OLD YORK ROAD ELKINS PARK PA 19027 UNRELATED THIRD-PARTY EXEMPT RELIGIOUS PURPOSES 4300 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 1500 SHELTERBOX USA UNIT 1 WATER-MA-TROUT HELSTON CORNWALL UK TR13 0LW UNRELATED THIRD- PARTY EXEMPT INTERNATIONAL DISASTER RELIEF 1000 TEMPLE SHALOM 4630 PINE RIDGE ROAD NAPLES FL 341194063 UNRELATED THIRD- PARTY EXEMPT RELIGIOUS SUPPORT 5000 TEMPLE UNIVERSITY 1801 N BROAD STREET PHILADELPHIA PA 19122 UNRELATED THIRD- PARTY EXEMPT SUPPORT HIGHER EDUCATION 1000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 UNRELATED THIRD- PARTY EXEMPT EDUCATION 1000 NO BARRIERS USA 224 CANYON AVE SUITE 207 FORT COLLINS CO 80521 UNRELATED THIRD- PARTY EXEMPT TO UNLEASH THE POTENTIAL OF THE HUMAN SPIRIT 6000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 UNRELATED THIRD- PARTY EXEMPT MEDICAL AID WHERE IT IS NEEDED MOST. INDEPENDENT. NEUTRAL. IMPARTIAL. 1000 JEWISH FEDERATION OF ATLANTIC COUNTY 501 N JERMONE AVENUE MARGATE CITY NJ 08402 UNRELATED THIRD- PARTY EXEMPT COMMUNITY PROGRAMS 1000 THE CLARION PROJECT 1717 PENNSYLVANIA AVE NW STE 1025 WASHINGTON DC 20006 UNRELATED THIRD- PARTY EXEMPT HUMAN RIGHTS EDUCATION 1000 THE FOUNDATION FOR GOVERNMENT ACCOUNTABILITY 15275 COLLIER BLVD STE 201-279 NAPLES FL 34119 UNRELATED THIRD- PARTY EXEMPT COMMUNITY SUPPORT 1000 70551 0 14 9517 18 24204 0 33721 0 33721 0 0 0 0 0 0 0 0 0 0 X X 1 STUART E AND ESTELLE PRICE 7575 PELICAN BAY BOULEVARD NAPLES FL 34108 20000 X TAX PREPARATION FEES 1900 0 0 NONE 0 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 CASH & MARKETABLE SECURITIES 310580 CORPORATE STOCK 0 0 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 TRANSFER CASH TO SCHWAB CHARITABLE DONOR ADVISED FUND (SEE STMT ATTACHED) 20708 TRANSFER TO SCHWAB CHARITABLE DONOR ADVISED FUND (SEE STMT ATTACHED) 197614 FEDERAL TAXES PAID 164 0 0