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STEVEN & KIKI ESRICK DREAM FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STEVEN & KIKI ESRICK DREAM FOUNDATION INC (EIN 59-3481631)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-09
IRS object ID
201722219349100217
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)
Return2017-08-09T11:52:02-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593481631EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVEN & KIKI ESRICK DREAM FOUNDATIONINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone9706181117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1756 HARBOUR ISLES COURTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN ESRICKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9706181117PhoneNum
Signature2017-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL H LEVINEPreparerPersonNm
PTINP00085421PTIN
Phone5618329292PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.147.220.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-04IPDt
IP Tm15:13:06IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5CF3BA9E5D63CF1AC235D09AC641802BD4FFA74CAtSubmissionCreationDeviceId
At Submission Filing Device Id5CFC5DE9EC2B2465294173E8B9B00EACB9801765AtSubmissionFilingDeviceId
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$1,587,071FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,665ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$29,336DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,336DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$141,298NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$141,823GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$141,298CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$174,299TotalRevAndExpnssAmt
Total Net Invst Incm$170,634TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$888AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$887AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$412OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,312TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,038TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,037TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$142,422ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$142,422ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,038TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$143,459TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,565ExcessRevenueOverExpensesAmt
Net Investment Income$169,596NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,742SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$208,002CorporateStockBOYAmt
Corporate Stock EOY$209,367CorporateStockEOYAmt
Corporate Stock EOYFMV$1,520,329CorporateStockEOYFMVAmt
Other Assets BOY$13,750OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$268,247TotalAssetsBOYAmt
Total Assets EOY$276,109TotalAssetsEOYAmt
Total Assets EOYFMV$1,587,071TotalAssetsEOYFMVAmt
Other Liabilities BOY$39,300OtherLiabilitiesBOYAmt
Other Liabilities EOY$20,597OtherLiabilitiesEOYAmt
Total Liabilities BOY$39,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,597TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$228,947UnrestrictedBOYAmt
Unrestricted EOY$255,512UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$228,947TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$255,512TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$276,109TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$228,947TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,565ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$255,512SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$255,512TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500 SHS- PAYCHEXD1996-12-312016-05-04$26,069$105$25,964$25,964
1000 SHS- PAYCHEXD1996-12-312016-09-27$59,352$210$59,142$59,142
1000 SHS- PAYCHEXD1996-12-312016-11-21$56,402$210$56,192$56,192
FieldValueIRS element (for citing)
Capital Gain Net Income$141,298CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$138,171AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$572,144NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.241497DistributionYr1Rt
Adjusted Qlfy Distri Yr2$179,481AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$544,289NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.329753DistributionYr2Rt
Adjusted Qlfy Distri Yr3$96,196AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$598,863NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.160631DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,101AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$277,182NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.375569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$81,929AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$311,754NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.262800DistributionYr5Rt
Total Distribution1.370250TotalDistributionRt
Average Distribution0.274050AverageDistributionRt
Net Vl Noncharitable Assets$1,059,707NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$290,413AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,696NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$292,109AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$143,459QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,392InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,392SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,392TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,560TotalPaymentsAndCreditsAmt
Es Penalty$18EsPenaltyAmt
Tax Due$850TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9706181117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1756 HARBOUR ISLES COURTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN M ESRICK
756 HARBOUR ISLES COURTNORTH PALM BEACHFL33410DIRECTOR2.00$0$0$0
ANNA K ESRICK
756 HARBOUR ISLES COURTNORTH PALM BEACHFL33410DIRECTOR2.00$0$0$0
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$1,041,748AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,097AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,075,845TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,075,845AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,138CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,059,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,985MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,985MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,392TaxBasedOnInvestmentIncomeAmt
Total Tax$3,392TotalTaxAmt
Distributable Before Adj$49,593DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,593DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,593DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,459ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$143,459QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$143,459AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,593DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$66,581ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,626ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,765ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$156,123ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$112,089ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$493,184TotalExcessDistributionCyovAmt
Qualifying Distributions$143,459QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,593AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,866RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$587,050TotalCorpusAmt
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$66,581ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$520,469ExcessDistriCyovToNextYrAmt
Excess From Year4$90,626ExcessFromYear4Amt
Excess From Year3$67,765ExcessFromYear3Amt
Excess From Year2$156,123ExcessFromYear2Amt
Excess From Year1$112,089ExcessFromYear1Amt
Excess From Current Year$93,866ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M ESRICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPEN EDUCATION FOUNDATION
PO BOX 2200ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$8,100
ASPEN HOPE CENTER
PO BOX 1115BASALTCO81621NONEPUBLICFOR GENERAL PURPOSES$59,550
CLOTHES TO KIDS
1059 NORTH HERCULES AVECLEARWATERFL33765NONEPUBLICFOR GENERAL PURPOSES$500
CROHNS & COLITIS FND
21301 POWERLINE RD 301BOCA RATONFL33433NONEPUBLICFOR GENERAL PURPOSES$13,000
NESHAMA CENTER ASPEN
55 BULLWINKLE CIRCLEASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$1,000
OCEAN HEALING GROUP
PO BOX 4974ASPENCO81612NONEPUBLICFOR GENERAL PURPOSES$2,500
THE BUDDY PROGRAM INC
110 EAST HALLAM ST SUITE 125ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$2,500
MUSEUM OF MODERN ART
111 WEST 53 STREETNEW YORKNY10019NONEPUBLICFOR GENERAL PURPOSES$85
TAMPA BAY RESEARCH INSTITUTE
10900 ROOSEVELT BLVD NST PETERSBURGFL33716NONEPUBLICFOR GENERAL PURPOSES$2,500
SEMINOLE BOOSTERS
225 UNIVERSITY CENTER C SUITETALLAHASSEEFL32306NONEPUBLICFOR GENERAL PURPOSES$2,500C-5100
COLUMBUS ZOO
4850 POWELL ROADPOWELLOH43065NONEPUBLICFOR GENERAL PURPOSES$10,000
THIRD OPTION FOUNDATION
11160-C1 LAKES DR 158RESTONVA20191NONEPUBLICFOR GENERAL PURPOSES$2,500
ASPEN ART MUSEUM
637 E HYMAN AVEASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$3,750
ASPEN JUNIOR GOLF
4 TRUSCOTT PLACEASPENCO81612NONEPUBLICFOR GENERAL PURPOSES$2,000
TAMPA BAY JUNIORS
3173 CYPRESS RIDGE ROADWESLEY CHAPELFL33544NONEPUBLICFOR GENERAL PURPOSES$1,000
NASCAR FOUNDATION
6TH FLOOR ONE DAYTONA BLVDDAYTONA BEACHFL32114NONEPUBLICFOR GENERAL PURPOSES$2,500
ASPEN JEWISH COMMUNITY CENTER
435 W MAIN STASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$1,800
BIG DOG RANCH RESCUE
14444 OKEECHOBEE BOULEVARDLOXAHATCHEEFL33470NONEPUBLICFOR GENERAL PURPOSES$5,947
NICKLAUS CHILDRENS HEALTH CARE FOUNDATION
11770 US HIGHWAY ONE SUITE 308NORTH PALM BEACHFL33408NONEPUBLICFOR GENERAL PURPOSES$500
ASPEN INSTITUTE
1000 NORTH THIRD STREETASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$3,500
LIMBS FOR LIFE FOUNDATION
9604 N MAY AVEOKLAHOMA CITYOK73120NONEPUBLICFOR GENERAL PURPOSES$5,150
CHALLENGE ASPEN
CARRIAGE WAY 309ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$2,500
JAZZ ASPEN
110 EAST HALLAM ST SUITE 104ASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$8,500
BELLY UP ASPEN
450 S GALENA STASPENCO81611NONEPUBLICFOR GENERAL PURPOSES$540
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$142,422TotalGrantOrContriPdDurYrAmt
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$29,336ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$141,298ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$170,634ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$170,634TotalIncomeProducingActyAmt

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 PersonSTEVEN ESRICKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1756 HARBOUR ISLES COURTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,665TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property9,000 SHARES OF PAYCHEX INC.NoncashPropertyDesc
Fair Market Value$553,950FairMarketValueAmt
Received2016-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,775Amt
Net Investment Income$888NetInvestmentIncomeAmt
Disbursements Charitable Prps$887DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH - STOCKStockNm
EOY Book Value$209,367EOYBookValueAmt
EOYFMV$1,520,329EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$13,750BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$300$150$150
MISCELLANEOUS$112$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD LIABILITYDesc
BOY Book Value$39,300BOYBookValueAmt
EOY Book Value$20,597EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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