SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-09
- IRS object ID
- 201610699349100006
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-09T13:42:33-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191049 | 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 | 650816375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LAWTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADA | BusinessNameControlTxt |
| Phone | 2394333335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LAWTON | PersonNm |
| Person Title | PRES,TR,DIR | PersonTitleTxt |
| Phone | 2394333335 | PhoneNum |
| Signature | 2016-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C HUGHES | PreparerPersonNm |
| PTIN | P00446043 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2016-03-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,324,245 | 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 | $30,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,634 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,693 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,549 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $840,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $786,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,315,104 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $3 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $845,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $795,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,324,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $845,864 | UnrestrictedBOYAmt |
| Unrestricted EOY | $795,300 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $845,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $795,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $845,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $795,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $845,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,564 | ExcessRevenueOverExpensesAmt |
| Subtotal | $795,300 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $795,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,200 SHS ELEPHANT TALK COMM INC | P | 2015-06-24 | 2015-11-06 | $1,164 | $1,289 | -$125 | -$125 |
| 15,000 SHS GOLDMAN SACHS TR FINL SQU | P | 2012-08-20 | 2015-08-25 | $14,993 | $15,001 | -$8 | -$8 |
| 1,800 SHS ELEPHANT TALK COMM INC | P | 2015-06-24 | 2015-11-06 | $662 | $725 | -$63 | -$63 |
| 42.5 SHS VECTRUS INC | P | 2011-05-16 | 2015-12-11 | $905 | $678 | $227 | $227 |
| 1,760 SHS ELEPHANT TALK COMM INC | P | 2015-06-24 | 2015-11-06 | $640 | $716 | -$76 | -$76 |
| 42.5 SHS VECTRUS INC | P | 2012-08-13 | 2015-12-11 | $905 | $548 | $357 | $357 |
| 3,240 SHS ELEPHANT TALK COMM INC | P | 2015-06-25 | 2015-11-06 | $1,179 | $1,312 | -$133 | -$133 |
| 2,000 SHS ELEPHANT TALK COMM INC NEW | P | 2010-09-23 | 2015-11-06 | $735 | $5,030 | -$4,295 | -$4,295 |
| 570 SHS ELEPHANT TALK COMM INC | P | 2015-06-25 | 2015-11-06 | $207 | $230 | -$23 | -$23 |
| 500 SHS NEW ALTERNATIVE FD INC | P | 2007-09-20 | 2015-11-11 | $22,638 | $29,108 | -$6,470 | -$6,470 |
| 4,430 SHS ELEPHANT TALK COMM INC | P | 2015-06-26 | 2015-11-06 | $1,629 | $1,747 | -$118 | -$118 |
| 8.863 SHS NEW ALTERNATIVE FD INC | P | 2008-01-02 | 2015-11-11 | $401 | $508 | -$107 | -$107 |
| 3,670 SHS ELEPHANT TALK COMM INC | P | 2015-06-26 | 2015-11-06 | $1,350 | $1,463 | -$113 | -$113 |
| 1000 SHS MARVELL TECHNOLOGY GROUP LT | P | 2009-10-21 | 2015-11-09 | $8,938 | $15,555 | -$6,617 | -$6,617 |
| 1,330 SHS ELEPHANT TALK COMM INC | P | 2015-06-26 | 2015-11-06 | $484 | $530 | -$46 | -$46 |
| 0.5 SHS HARRIS CORP DEL | P | 2015-06-01 | 2015-06-01 | $40 | $40 | ||
| 8.639 SHS NEW ALTERNATIVE FD INC | P | 2015-01-02 | 2015-11-11 | $391 | $405 | -$14 | -$14 |
| 315 SHS VECTRUS INC | P | 2015-04-17 | 2015-12-11 | $6,711 | $8,867 | -$2,156 | -$2,156 |
| 8000 SHS ELEPHANT TALK COMM INC | P | 2012-03-06 | 2015-11-06 | $2,941 | $17,204 | -$14,263 | -$14,263 |
| 530 SHS EXELIS INC | P | 2011-05-16 | 2015-04-15 | $12,976 | $6,571 | $6,405 | $6,405 |
| 235 SHS EXELIS INC | P | 2011-05-16 | 2015-06-01 | $5,815 | $2,914 | $2,901 | $2,901 |
| 765 SHS EXELIS INC | P | 2012-08-13 | 2015-06-01 | $18,930 | $7,661 | $11,269 | $11,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,468 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,867 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,842 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,332,897 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,370 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,105,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044667 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $808,699 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036200 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $28,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $684,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $569,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043035 | DistributionYr5Rt |
| Total Distribution | 0.198441 | TotalDistributionRt |
| Average Distribution | 0.039688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,439,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,116 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,406 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,565 | 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 | $290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $290 | SubtotalAmt |
| Tax Based On Investment Income | $290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,390 | OverpaymentAmt |
| Applied To ES Tax | $1,390 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR ROBERT J LAWTON | IndividualWithBooksNm |
| Phone | 2394333335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J LAWTON | ||||||||
| 8410 RIVIERA AVENUE | FORT MYERS | FL | 33919 | PRES,TR,DIR | 5.00 | $0 | $0 | $0 |
| MATTHEW J LAWTON | ||||||||
| 350 COCOHATCHEE DRIVE | NAPLES | FL | 34110 | SEC,VP,DIR | 5.00 | $0 | $0 | $0 |
| SARA L MEYERS | ||||||||
| 5134 OSCEOLA STREET | LITTLETON | CO | 80123 | VP, DIRECTOR | 5.00 | $0 | $0 | $0 |
| ELIZABETH L COLLINS | ||||||||
| 11812 SE 229TH PLACE | KENT | WA | 98031 | VP, DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,449,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,461,032 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,461,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,439,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $290 | TotalTaxAmt |
| Distributable Before Adj | $71,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,565 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,490 | UndistributedIncomePYAmt |
| Qualifying Distributions | $63,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,565 | AppliedToYear1Amt |
| Taxable2 | $925 | Taxable2Amt |
| Undistributed Income CY | $71,666 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| COMMUNITY COOPERATIVE MIN | |||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | PUBLIC CHARITY | GENERAL USE | $2,000 | |
| CONSERVANCY OF SWFL | |||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $3,000 | |
| DENVER RESCUE MISSION | |||||||
| 3501 E 46TH AVE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $3,500 | |
| ECHO | |||||||
| 17391 DURRANCE ROAD | FORT MYERS | FL | 33917 | PUBLIC CHARITY | GENERAL USE | $1,500 | |
| HARRY CHAPIN FOOD BANK | |||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $3,000 | |
| NORTHWEST HARVEST | |||||||
| 711 CHERRY STREET | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $6,500 | |
| PLANNED PARENTHOOD | |||||||
| 1958 PROSPECT STREET | SARASOTA | FL | 34239 | PUBLIC CHARITY | GENERAL USE | $2,000 | |
| SALVATION ARMY | |||||||
| 10291 MCGREGOR BLVD | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $2,000 | |
| THE STOREHOUSE | |||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $3,500 | |
| TLC MEALS ON WHEELS | |||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $4,000 | |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $4,500 | |
| ABUSE COUNSELING & TRTMT | |||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $3,000 | |
| EDGEWOOD CONGREGATIONAL CHURCH | |||||||
| 1788 BROAD STREET | CRANSTON | RI | 02905 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| WOMEN'S CRISIS AND ABUSE CENTER | |||||||
| PO BOX 367 | CASTLE ROCK | CO | 80104 | PUBLIC CHARITY | GENERAL USE | $3,000 | |
| HABITAT FOR HUMANITY | |||||||
| 1288 TAMIAMI TR | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL PURPOSE | $3,500 | |
| ROTARY CLUB OF COVINGTON | |||||||
| PO BOX 8401 | COVINGTON | WA | 98042 | PUBLIC CHARITY | GENERAL PURPOSE | $990 | |
| COVINGTON DOMESTIC ABUSE TASK FORCE | |||||||
| COVINGTON CITY HALL | COVINGTON | WA | 98042 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| GUADALUPE CENTER | |||||||
| 211 S 9TH ST | IMMOKALEE | FL | 34142 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |
| PLANNED PARENTHOOD OF COLLIER CO | |||||||
| 1425 CREECH ROAD | NAPLES | FL | 34103 | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |
| PLANNED PARENTHOOD OF SWFL | |||||||
| 8595 COLLEGE PARKWAY | FORT MYERS | FL | 339195191 | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | SUITE 250 |
| QUALITY OF LIFE CENTER OF SWFL INC | |||||||
| 3210 DR MARTIN LUTHER | FORT MYERS | FL | 33916 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | KING JR BLVD |
| EDUCATIONAL FDN OF COLLIER CO | |||||||
| 3606 ENTERPRISE AVE | NAPLES | FL | 34104 | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | SUITE 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,990 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,693 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,468 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,693 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,468 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,225 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUGHES SNELL & CO, PA | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $771,027 | $1,299,979 |
| MUTUAL FUNDS | $15,132 | $15,125 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $3 | EOYBookValueAmt |
| EOYFMV | $3 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FEE--FL DOR | $61 | $61 |
| FEDERAL TAX | $2,488 |