S IRVING AND ANNE NEVARD SHERR FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- S IRVING AND ANNE NEVARD SHERR FOUNDATION INC (EIN 46-4070243)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201613209349103071
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:55:07-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ross Anglim Angelini & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 Mountain Blvd | AddressLine1Txt |
| City | Watchung | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464070243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S IRVING & ANNE NEVARD SHERR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o ORLOFF LOWEnBACH ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRV | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 eisenhower pky No 400 | AddressLine1Txt |
| City | roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | anne sherr | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,012,878 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,133 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$67,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$52,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,674 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,317 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,625 | CashBOYAmt |
| Cash EOY | $36,863 | CashEOYAmt |
| Cash EOYFMV | $36,863 | CashEOYFMVAmt |
| Corporate Stock BOY | $913,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $795,618 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $973,975 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,667 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,781 | LandBOYAmt |
| Land EOY | $2,040 | LandEOYAmt |
| Land EOYFMV | $2,040 | LandEOYFMVAmt |
| Total Assets BOY | $936,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $834,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,012,878 | 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 | $936,713 | RetainedEarningBOYAmt |
| Retained Earning EOY | $834,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $936,713 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $834,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $936,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $834,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $936,713 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $834,521 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $834,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 discovery communications | P | 2014-07-02 | 2015-11-25 | $12,375 | $15,314 | -$2,939 | -$2,939 |
| 900 CABOT OIL & GAS | P | 2014-07-16 | 2015-09-18 | $21,237 | $30,841 | -$9,604 | -$9,604 |
| 770 CHEVRONTEXACO CORP | D | 2005-06-01 | 2015-12-31 | $61,467 | $26,469 | $34,998 | $34,998 |
| 1800 DOVER CORP | D | 1982-02-25 | 2015-12-31 | $128,069 | $4,910 | $123,159 | $123,159 |
| 200 TIFFANY & CO | D | 2012-12-26 | 2015-11-25 | $16,096 | $11,376 | $4,720 | $4,720 |
| 2000 MONDELEZ INTERNATIONAL INC. | D | 2012-12-31 | 2015-12-31 | $80,482 | $60,349 | $20,133 | $20,133 |
| 1425 PFIZER INC. | D | 2005-06-01 | 2015-12-31 | $48,964 | $9,198 | $39,766 | $39,766 |
| .1373 GOOGLE INC | P | 2014-11-26 | 2015-05-04 | $74 | $74 | $0 | $0 |
| 150 PRECISIOn CASTPARTS CORP | P | 2015-01-21 | 2015-08-19 | $34,607 | $31,299 | $3,308 | $3,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $649,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $51,624 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003584 | DistributionYr2Rt |
| Total Distribution | 0.210879 | TotalDistributionRt |
| Average Distribution | 0.105440 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $583,692 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,544 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $442 | TaxDueAmt |
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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | anne sherr | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 blvd of arts | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| anne sherr | ||||||||
| 990 boulevard of arts | sarasota | FL | 34236 | president | 0.50 | $0 | $0 | $0 |
| robert s sherr | ||||||||
| 47 orchard avenue | emerson | NJ | 07630 | vice president | 0.05 | $0 | $0 | $0 |
| joel d siegel esq | ||||||||
| 101 eisenhower parkway suite 400 | roseland | NJ | 07068 | secretary and treasurer | 0.25 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $554,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $592,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $583,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,442 | TotalTaxAmt |
| Distributable Before Adj | $24,743 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,743 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,743 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $110,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,743 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,257 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $128,269 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $128,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $110,012 | ExcessFromYear1Amt |
| Excess From Current Year | $18,257 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| community hospice foundation | |||||||
| 4266 sunbeam road | jacksonville | FL | 32257 | none | 501 c(3) | serves seriously ill people and their families during the process of dying and grieving | $5,000 |
| glassroots inc | |||||||
| 10 bleeker street | newark | NJ | 07102 | none | 501 c(3) | multiracial organization that promotes the connection between fundraising, social justice and movement-building | $5,000 |
| meals of sarasota inc | |||||||
| po box 178 | sarasota | FL | 34230 | none | 501 c(3) | delivers nutritious meals to persons in need in the sarasota community who are unable to provide or prepare a meal for themselves in their home | $3,000 |
| nyc alzheimer association | |||||||
| 360 lexington avenue | new york | NY | 10017 | none | 501 c(3) | private funder of research into the causes, treatments, prevention and cure of alzheimer's disease | $5,000 |
| planned parenthood federation of america | |||||||
| 434 w 33rd street | new york | NY | 10001 | none | 501 c(3) | to actively promote family planning and healthy responsible reproductive and sexual behavior through the provision of high-quality, comprehensive, educational, counseling, medical and referral services | $10,000 |
| wiox 913 community radio | |||||||
| po box 100 | roxbury | NY | 12474 | none | 501 c(3) | public radio station offers its communities the opportunity to have their voices heard on the air | $5,000 |
| big brother big sister | |||||||
| 2202 n westshore blvd | tampa | FL | 33607 | none | 501 c(3) | support postive relationships that have a direct and lasting effect on the lives of young people | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | 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 | $14,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$67,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$52,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$52,872 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| professional fees | $2,500 | $0 | $2,500 |
| professional fees | $0 | $0 | $0 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | organization cost | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2013-10-11 | AcquiredCompletedOrExpendedDt |
| Amortized | $3,707 | AmortizedAmt |
| Deduction For Prior Years | $926 | DeductionForPriorYearsAmt |
| Amortization Period | 60.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $741 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $1,667 | TotalAmortizationAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| step up in basis on donated stock | $155,235 | $155,235 |
| ISHARES INTERMEDIATE CREDIT BOND ETF | $10,875 | $10,728 |
| SCHLUMBERGER LTD | $7,244 | $6,975 |
| ANADARKO PETROLEUM CORP | $9,808 | $7,287 |
| EOG RES INC | $7,629 | $7,079 |
| DOW CHEMICAL CO | $30,881 | $30,888 |
| ECOLAB INC | $31,065 | $34,314 |
| DOVER CORP | $2,089 | $46,963 |
| UNION PACIFIC CORP | $11,804 | $11,730 |
| POLARIS INDUSTRIES INC | $20,206 | $15,041 |
| DISNEY WALT CO | $10,281 | $10,508 |
| TIFFANY & CO NEW | $28,381 | $38,145 |
| V F CORP | $9,389 | $9,338 |
| PEPSICO INC | $10,059 | $9,992 |
| CVS HEALTH CORP | $20,939 | $19,554 |
| MONDELEZ INTERNATIONAL INC | $18,094 | $50,176 |
| DANAHER CORP | $8,575 | $9,288 |
| CERNER CORP | $26,604 | $30,085 |
| AGILENT TECHNOLOGIES INC | $20,527 | $20,905 |
| QUINTILES IMS HOLDINGS INC | $23,002 | $27,464 |
| ABBVIE INC | $26,679 | $29,620 |
| PFIZER INC | $5,325 | $26,631 |
| SIGNATURE BANK | $10,267 | $11,503 |
| US BANCORP DEL COM NEW | $8,177 | $8,534 |
| BLACKROCK INC | $9,274 | $10,216 |
| MORGAN STANLEY | $8,062 | $7,953 |
| METLIFE INC | $27,867 | $24,105 |
| MASTERCARD INC-CLASS A | $31,463 | $38,944 |
| ALPHABET INC CL C | $26,890 | $37,944 |
| EBAY INC | $9,405 | $27,480 |
| AVAGO TECHNOLOGIES LTD | $27,921 | $43,545 |
| LAM RESEARCH CORP | $7,984 | $7,942 |
| MICROSOFT CORP | $8,411 | $8,322 |
| RED HAT INC | $4,173 | $4,141 |
| APPLE INC | $33,176 | $31,578 |
| FGT FRANKLIN INTERNATIONAL GROWTH FUND | $37,000 | $35,035 |
| INTERNATIONAL EQUITY SERIES CLASS P | $37,000 | $32,587 |
| paypal holdings | $13,857 | $36,200 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | organization cost | CategoryOrItemTxt |
| Cost Or Other Basis | $3,707 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,667 | AccumulatedDepreciationAmt |
| Book Value | $2,040 | BookValueAmt |
| EOYFMV | $2,040 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment fees | $5,576 | $5,576 | $0 |
| Amortization | $741 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | federal excise tax | CategoryTxt |
| Amt | $2,503 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |