BETA

MCWILLIAMS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MCWILLIAMS FAMILY FOUNDATION (EIN 74-3072182)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-09-25
IRS object ID
201742689349100109
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)
Return2017-09-25T13:44:23-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251685380PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CATANESE GROUP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1307 STATE STREETAddressLine1Txt
CityJOHNSTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP159052737ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743072182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCWILLIAMS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O TED MCWILLIAMSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCWIBusinessNameControlTxt
Phone4128257100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CLB BRIT 1904 4021 GULF SHORE BLVAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED MCWILLIAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4128257100PhoneNum
Signature2017-09-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER SHRIFT CPAPreparerPersonNm
PTINP00447832PTIN
Phone8142558400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.255.7.61IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-05IPDt
IP Tm08:15:37IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4C3C74D8805187E92FDFAA6DA51FFDE5872BA78AAtSubmissionCreationDeviceId
At Submission Filing Device Id4C3C74D8805187E92FDFAA6DA51FFDE5872BA78AAtSubmissionFilingDeviceId
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$1,875,421FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$28,507DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,507DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$145,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,617CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,091OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,091OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$160,215TotalRevAndExpnssAmt
Total Net Invst Incm$60,215TotalNetInvstIncmAmt
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$5,916AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,916AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$323TaxesRevAndExpnssAmt
Taxes Net Invst Incm$323TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,848OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,848OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,087TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,177TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$67,038ExcessRevenueOverExpensesAmt
Net Investment Income$50,128NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,104SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,961SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,961SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$741,041USGovernmentObligationsBOYAmt
US Government Obligations EOY$744,313USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,192,565USGovtObligationsEOYFMVAmt
Other Assets BOY$608,986OtherAssetsBOYAmt
Other Assets EOY$666,895OtherAssetsEOYAmt
Other Assets EOYFMV$666,895OtherAssetsEOYFMVAmt
Total Assets BOY$1,360,131TotalAssetsBOYAmt
Total Assets EOY$1,427,169TotalAssetsEOYAmt
Total Assets EOYFMV$1,875,421TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,360,131RetainedEarningBOYAmt
Retained Earning EOY$1,427,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,360,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,427,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,360,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,427,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,360,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$67,038ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,427,169SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,427,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DEERE & CO : DEP2012-05-162017-06-19$25,401$14,943$10,458$10,458
DFA SLCTIVELY HEDGED GLOBAL FIXED INCM PORT:DFSHXP2013-03-202017-06-19$33,095$35,028-$1,933-$1,933
PHILLIP MORRIS INTL: PMP2013-12-122017-06-19$12,211$8,530$3,681$3,681
3M COMPANY: MMMP2007-01-052017-06-19$21,325$7,732$13,593$13,593
ANNALY CAPITAL MGMT REIT: NLYP2014-01-082016-07-01$21,997$20,256$1,741$1,741
CORNING INC: GLWP2015-04-292017-04-05$13,509$10,599$2,910$2,910
SPDR BLMBRG SHT TRM CP ETF SCPBP2010-09-152017-05-24$18,367$18,200$167$167
FieldValueIRS element (for citing)
Capital Gain Net Income$30,617CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$79,553AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,668,259NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047686DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,476AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,606,334NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046364DistributionYr2Rt
Adjusted Qlfy Distri Yr3$70,087AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,526,693NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045908DistributionYr3Rt
Adjusted Qlfy Distri Yr4$65,411AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,426,906NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045841DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,205AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,317,760NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044929DistributionYr5Rt
Total Distribution0.230728TotalDistributionRt
Average Distribution0.046146AverageDistributionRt
Net Vl Noncharitable Assets$1,749,160NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,717AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$501NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,218AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$83,090QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$501InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$501SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Tax Due$509TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 BooksPETER SHRIFT CPAIndividualWithBooksNm
Phone8142558400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 STATE STREETAddressLine1Txt
CityJOHNSTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15905ZIPCd
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)
PersonTED MCWILLIAMSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14021 GULF SHORE BLVD N BRITTANYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341033471ZIPCd
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$1,064,128AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$666,895FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,775,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,775,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,749,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,458MinimumInvestmentReturnAmt
Tax Based On Investment Income$501TaxBasedOnInvestmentIncomeAmt
Total Tax$501TotalTaxAmt
Distributable Before Adj$86,957DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,957DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,957DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,090ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,090QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$501PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$82,589AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,957DistributableAsAdjustedAmt
Undistributed Income PY$83,090UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$83,090QualifyingDistributionsAmt
Applied To Year1$83,090AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$86,957UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
DIOCESE OF PITTSBURGH CENTRAL CATHOLIC SCHOOL
4720 5TH AVEPITTSBURGHPA15213NONEPUBLIC CHARITYSTUDENT FINANCIAL AID$73,090
NATIIONAL ALLIANCE ON MENTAL ILLNESS
3803 N FAIRFAX DRIVEARLINGTONVA22203NONEPUBLIC CHARITYSUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESS$5,000
LA AMISTAD FOUNDATION
8400 LA AMISTAD COVEFERN PARKFL32730NONEPUBLIC CHARITYSUPPORT OF INDIVIDUALS AFFECTED BY MENTAL ILLNESS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,090TotalGrantOrContriPdDurYrAmt
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$28,507ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,091ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,617ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,215ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,215TotalIncomeProducingActyAmt

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 Line1TED MCWILLIAMSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14021 GULF SHORE BLVD N BRITTANYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP341033471ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,916Amt
Net Investment Income$5,916NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$744,313USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,192,565USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLIFE INSURANCEDesc
BOY Book Value$608,986BOYBookValueAmt
EOY Book Value$666,895EOYBookValueAmt
EOYFMV$666,895EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$3,848RevenueAndExpensesPerBooksAmt
Net Investment Income$3,848NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,091RevenueAndExpensesPerBooksAmt
Net Investment Income$1,091NetInvestmentIncomeAmt
Adjusted Net Income$1,091AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISECategoryTxt
Amt$323Amt
Net Investment Income$323NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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