THE SHARP FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SHARP FAMILY FOUNDATION INC (EIN 59-3302952)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-07
- IRS object ID
- 201540979349100314
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-07T19:39:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592312507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD & OSBORNE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9120 CORSEA DEL FONTANA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341094395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593302952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHARP FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 2395668730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12612 LAKEWOOD COURT | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BARTON SHARP | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2395668730 | PhoneNum |
| Signature | 2015-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY A MCDONALD CPA | PreparerPersonNm |
| PTIN | P00414995 | PTIN |
| Phone | 2392548161 | PhoneNum |
| Preparation | 2015-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,033,571 | 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 | $25,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,338 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,338 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $447,301 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $414 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $414 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $414 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $93,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,752 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $599 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,865 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,132 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $223 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,123 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $140 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,581 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $43,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,752 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,752 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $136,055 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,480 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $578,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $455,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $845,091 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $714,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $644,262 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,033,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $107,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $107,741 | CapitalStockEOYAmt |
| Retained Earning BOY | $606,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $536,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $714,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $644,262 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $644,262 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $714,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $644,605 | SubtotalAmt |
| Other Decreases | $343 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $644,262 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,790 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,070,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083841 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $2,727 | NetVlNoncharitableAssetsYr2Amt |
| Net Vl Noncharitable Assets Yr3 | $2,961 | NetVlNoncharitableAssetsYr3Amt |
| Net Vl Noncharitable Assets Yr4 | $3,942 | NetVlNoncharitableAssetsYr4Amt |
| Net Vl Noncharitable Assets Yr5 | $4,741 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.083841 | TotalDistributionRt |
| Average Distribution | 0.083841 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,124,062 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,500 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $120,000 | 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 | $258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $258 | SubtotalAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $258 | TaxDueAmt |
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 | W BARTON SHARP | IndividualWithBooksNm |
| Phone | 2395668730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12612 LAKEWOOD COURT | AddressLine1Txt |
| City | FT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM BARTON SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| PHYLLIS SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| MARGARET RUFFALO | ||||||||
| 1456 PARKSIDE DRIVE | BOLINGBROOK | IL | 60490 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARMON SHARP | ||||||||
| 318 NORLICK DRIVE | BRYAN | OH | 43506 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CATHERINE SHARP | ||||||||
| 12612 LAKEWOOD COURT | FT MYERS | FL | 33908 | DIRECTOR | 1.00 | $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 | $948,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,141,180 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,141,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,124,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $258 | TotalTaxAmt |
| Distributable Before Adj | $55,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,742 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,945 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $36,662 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,662 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,055 | RemainingDistriFromCorpusAmt |
| Total Corpus | $100,717 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $100,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $36,662 | ExcessFromYear1Amt |
| Excess From Current Year | $64,055 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| ST MARY OF THE WOODS COLLEGE | |||||||||
| ST MARY OF THE WOODS COLLEGE | ST MARY OF THE WOODS | ST MARY OF THE WOODS | ST MARY OF THE WOODS | IN | 47876 | DONEE | PUBLIC | UNRESTRICTED | $15,000 |
| EQUESTRIAN CONNECTION NFP | |||||||||
| EQUESTRIAN CONNECTION NFP | 872 S MILWAUKEE AVE 273 | 872 S MILWAUKEE AVE 273 | LIVERTYVILLE | IL | 60048 | DONEE | PUBLIC | UNRESTRICTED | $20,000 |
| COMMUNITY FOUNDATION OF COLLIER | |||||||||
| COMMUNITY FOUNDATION OF COLLIER | 2400 TAMIAMI TRAIL N | 2400 TAMIAMI TRAIL N | NAPLES | FL | 34103 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| COMMUNITY HEALTH PROFESSIOINALS INC | |||||||||
| COMMUNITY HEALTH PROFESSIONALS INC | 127 BLAKESLEE AVE | 127 BLAKESLEE AVE | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $3,000 |
| WILLIAMS COUNTY SPORTSMANS EDUCATIO | |||||||||
| WILLIAMS COUNTY SPORTSMANS EDUCATION | 01521 NEY-WMS CTR ROAD | 01521 NEY-WMS CTR ROAD | BRYAN | OH | 43506 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||||
| SHRINERS HOSPITAL FOR CHILDREN | 2900 ROCKY POINT DR | 2900 ROCKY POINT DR | TAMPA | FL | 33607 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| PHEASANTS FOREVER | |||||||||
| PHEASANTS FOREVER | 07492 COUNTY ROAD P50 | 07492 COUNTY ROAD P50 | MONTPELIER | OH | 43543 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| LEADER DOGS FOR THE BLIND | |||||||||
| LEADER DOGS FOR THE BLIND | 1039 S ROCHESTER ROAD | 1039 S ROCHESTER ROAD | ROCHESTER HILLS | MI | 48307 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| INDIANAPOLIS ZOO | |||||||||
| INDIANAPOLIS ZOO | 1200 WEST WASHINGTON ST | 1200 WEST WASHINGTON ST | INDIANAPOLIS | IN | 46222 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||||
| WOUNDED WARRIOR PROJECT | 4899 BELFORT ROAD | 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| KINGWOOD CENTER | |||||||||
| KINGWOOD CENTER | 900 PARK AVENUE WEST | 900 PARK AVENUE WEST | MANSFIELD | OH | 44906 | DONEE | PUBLIC | UNRESTRICTED | $2,000 |
| JACKSON HEALTH FOUNDATION | |||||||||
| JACKSON HEALTH FOUNDATION | 1501 NW NORTH RIVER DRIVE | 1501 NW NORTH RIVER DRIVE | MIAMI | FL | 33125 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| SHY WOLF SANCTUARY | |||||||||
| SHY WOLF SANCTUARY | PO BOX 3032 | PO BOX 3032 | NAPLES | FL | 34106 | DONEE | PUBLIC | UNRESTRICTED | $1,500 |
| NAPLES BOTANICAL GARDEN | |||||||||
| NAPLES BOTANICAL GARDEN | 4820 BAYSHORE DRIVE | 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| NAMI COLLIER COUNTY | |||||||||
| NAMI COLLIER COUNTY | 6216 TRAIL BLVD BLDG C | 6216 TRAIL BLVD BLDG C | NAPLES | FL | 34108 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| THE SHELTER FOR ABUSED WOMEN | |||||||||
| THE SHELTER FOR ABUSED WOMEN | PO BOX 10102 | PO BOX 10102 | NAPLES | FL | 34101 | DONEE | PUBLIC | UNRESTRICTED | $2,500 |
| HUMANE SOCIETY NAPLES | |||||||||
| HUMANE SOCIETY NAPLES | 370 AIRPORT PULLING RD N | 370 AIRPORT PULLING RD N | NAPLES | FL | 34104 | DONEE | PUBLIC | UNRESTRICTED | $1,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||||
| BREAST CANCER RESEARCH FOUNDATION | 60 EAST 56TH ST-8TH FLOOR | 60 EAST 56TH ST-8TH FLOOR | NEW YORK | NY | 10022 | DONEE | PUBLIC | UNRESTRICTED | $10,000 |
| THE BONNIE ADDARIO LUNG CANCER FD | |||||||||
| BONNIE ADDARIO LUNG CANCER FD | 1100 INDUSTRIAL ROAD 1 | 1100 INDUSTRIAL ROAD 1 | SAN CARLOS | CA | 94070 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| JACKSON HEALTH FOUNDATION | |||||||||
| JACKSON HEALTH FOUNDATION | 1501 NW NORTH RIVER DRIVE | 1501 NW NORTH RIVER DRIVE | MIAMI | FL | 33125 | DONEE | PUBLIC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,338 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,937 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 7 | INCOME EARNED ON SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
| 8 | INCOME EARNED ON SALES OF SECURITIES IS USED TO FUND CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS. |
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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,865 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED-METLIFE SECURITIES 7785 | 2014-01 | PURCHASE | 2014-12 | $109,267 | $109,774 | -$507 |
| SEE ATTACHED-METLIFE SECURITIES 7785 | 2013-01 | PURCHASE | 2014-12 | $131,976 | $111,257 | $20,719 |
| SEE ATTACHED-METLIFE SECURITIES 7785 | 2013-01 | PURCHASE | 2014-12 | $206,058 | $158,085 | $47,973 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS PLC SHS | $3,600 | $6,435 |
| HOLLYSYS AUTOMATION TECH LTD | ||
| PERION NETWORK LTD | ||
| AMAZON COM INC | ||
| AMGEN INC | $8,899 | $143,361 |
| APPLE INC | ||
| BANK AMER CORP | $23,320 | $8,945 |
| BERKSHIRE HATHAWAY INC CL B | $18,517 | $60,060 |
| CF INDS HLDGS INC | $2,002 | $2,725 |
| CIGNA CORP | $2,131 | $4,116 |
| CHEVRON CORP | $22,384 | $44,872 |
| EDWARDS LIFESCIENCES CORP | $3,124 | $6,369 |
| EQUINIX INC | $8,330 | $11,563 |
| GILEAD SCIENCES INC | ||
| GOOGLE INC CL A | $10,997 | $53,066 |
| GOOGLE INC CL C | $10,962 | $52,640 |
| JP MORGAN CHASE & CO | $20,343 | $31,290 |
| LIFE TECHNOLOGIES CORP | ||
| MALLINCKRODT PUB LTD CO SHS | $12,688 | $17,726 |
| MICROSOFT CORP | $18,623 | $46,450 |
| PANERA BREAD CO CL A | ||
| PHILIP MORRIS INTL INC | ||
| QUALCOMM INC | $15,975 | $29,732 |
| ROYAL DUTCH SHELL PLC REPSTG B | $25,624 | $27,824 |
| ROYAL DUTCH SHELL PLC REPSTG A | $23,712 | $26,780 |
| 3M CO | $17,152 | $49,296 |
| TOTAL S A SPONSORED ADR | $5,793 | $5,120 |
| UNION PACIFIC CORP | $2,487 | $4,765 |
| UNITED RENTALS INC | $8,545 | $10,201 |
| UNITEDHEALTH GROUP INC | ||
| YAHOO INC | $7,171 | $10,102 |
| IVY HIGH INCOME FUND CL A | ||
| PUTNAM EQUITY SPECTRUM FUND CL Y | ||
| PUTNAM DIVERSIFIED INCOME FUND CL Y | $25,959 | $24,944 |
| VANGUARD HIGH YIELD CORP BOND FUND | $47,130 | $49,089 |
| FIRST TR SASDAQ 100 TECHNOLOGY INDEX | $11,929 | $13,125 |
| ISHARES TR IBOXX USD INVT GRADE CORP | $23,637 | $23,882 |
| JP MORGAN CHASE & CO ALERIAN MLP | $11,128 | $13,785 |
| POWERSHARES QQQ TR UNIT SER 1 | $28,805 | $30,975 |
| POWERSHARES GLOBAL TR S&P 500 | $9,943 | $10,365 |
| POWERSHARES GLOBAL INSD NATL MUNI BD | $10,236 | $10,164 |
| VANGUARD WHITEHALL FDS HIGH DIV YIEL | $6,610 | $6,875 |
| VANGUARD INDEX FDS VANGUARD VALUE | $8,026 | $8,449 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $599 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX PAID | $213 |
| M & E | $130 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES | $16,581 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | METLIFE 127785 | Desc |
| Revenue And Expenses Per Books | $414 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $414 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METLIFE FEES | CategoryTxt |
| Amt | $11,132 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID 127785 | CategoryTxt |
| Amt | $223 | Amt |
Comments