CONTINO FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CONTINO FAMILY FOUNDATION (EIN 86-1116070)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201541329349101034
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:02:09-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuman & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 S Charles St Ste 402 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212012484 | 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 | 861116070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Contino Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONT | BusinessNameControlTxt |
| Phone | 4107719596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Neuman 575 S Charles St 402 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ricka E Neuman | PreparerPersonNm |
| PTIN | P00631167 | PTIN |
| Phone | 4106596200 | PhoneNum |
| 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 | $1,491,289 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,203 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $275,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,252 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,610 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,905 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $106,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,523 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $244 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $222,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $499,508 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $712,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $770,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $981,258 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $955,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,003,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,491,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $955,517 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,003,557 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $955,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,003,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $106,538 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,062,055 | SubtotalAmt |
| Other Decreases | $58,498 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Fidelity 711535 - See attached statement | P | 2014-01-01 | 2014-12-31 | $1,058 | $1,066 | -$8 | -$8 |
| Fidelity 711535 - See attached statement | P | 2013-01-01 | 2014-12-31 | $59,557 | $53,975 | $5,582 | $5,582 |
| Fidelity 711535 - See attached statement | P | 2013-01-01 | 2014-12-31 | $83,362 | $69,408 | $13,954 | $13,954 |
| Capital Gain Distributions | P | 2013-01-01 | 2014-12-31 | $30,907 | $30,907 | $30,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $189,470 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,409,592 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,317,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.16615 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,293,165 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.14888 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,305,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.13489 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.21774 | DistributionYr5Rt |
| Total Distribution | 0.80208 | TotalDistributionRt |
| Average Distribution | 0.16042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,361,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,332 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $696 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $219,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,905 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,391 | SubtotalAmt |
| Tax Based On Investment Income | $1,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $191 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DLA Piper US LLLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4105804172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Smith Avenue | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212093600 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Francis A Contino | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16520 Tamiami Trail 138-319 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339084556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,330,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,381,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,381,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,361,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,391 | TotalTaxAmt |
| Distributable Before Adj | $66,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,905 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,905 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $162,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,661 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $135,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $189,470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $719,464 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,905 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,244 | RemainingDistriFromCorpusAmt |
| Total Corpus | $815,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $679,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,384 | ExcessFromYear4Amt |
| Excess From Year3 | $128,679 | ExcessFromYear3Amt |
| Excess From Year2 | $153,949 | ExcessFromYear2Amt |
| Excess From Year1 | $189,470 | ExcessFromYear1Amt |
| Excess From Current Year | $96,244 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Francis A Contino | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| Catholic Community of St Francis Xa | |||||||
| 13717 Cuba Road PO Box 407 | Hunt Valley | MD | 21030 | N/A | PC | Annual giving program | $25,000 |
| Calvert Hall College HS | |||||||
| 8102 Lasalle Road | Towson | MD | 21286 | N/A | PC | General Support | $8,500 |
| McCormick Co Inc Fund | |||||||
| 18 Loveton Circle | Sparks | MD | 21152 | N/A | PC | General Support | $100,000 |
| University of MD College Park Found | |||||||
| 2119 Main Administration | College Park | MD | 20742 | N/A | PC | General Support | $10,000 |
| Notre Dame of Maryland University | |||||||
| 4701 North Charles Street | Baltimore | MD | 21210 | N/A | PC | General Support | $10,000 |
| Saint James Academy | |||||||
| 3100 Monkton Road | Monkton | MD | 21111 | N/A | PC | General Support | $5,000 |
| USM Foundation | |||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | N/A | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,252 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,252 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Francis A Betty Contino | |||||||
| 1 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $49,284 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 2 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $22,624 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 3 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $19,660 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 4 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $19,715 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 5 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $19,289 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 6 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $29,459 | Yes (X) | |
| Francis A Betty Contino | |||||||
| 7 | 16520 Tamiami Trail 138-319 | Fort Myers | FL | 339084556 | $41,172 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 675.77 shares of Franklin Growth | $49,284 | 2014-12-12 |
| 2 | 799.72 shares of Gabelli Equity | $22,624 | 2014-12-12 |
| 3 | 587.03 shares of Heartland Select | $19,660 | 2014-12-12 |
| 4 | 582.58 shares of Franklin Mutual Global | $19,715 | 2014-12-12 |
| 5 | 878.35 shares of Akre Focus Fund | $19,289 | 2014-12-12 |
| 6 | 1388.25 shares of Royce Premier Fund | $29,459 | 2014-12-12 |
| 7 | 2832.49 Royce Value Fund | $36,454 | 2014-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $3,405 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| McCormick non-voting stock | $44,277 | $97,333 |
| McCormick voting stock | $177,893 | $402,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fidelity Advisor Strategic Income Fd | AT COST | $39,883 | $37,972 |
| Templeton Global Fund | AT COST | $41,272 | $39,835 |
| Akre Focus Fund Retail | AT COST | $80,246 | $147,868 |
| MFS Value Class A | AT COST | $53,425 | $80,071 |
| Oppenheimer Dev Markets | AT COST | $32,543 | $35,158 |
| Franklin Growth | AT COST | $94,436 | $148,342 |
| TRP Equity Income | AT COST | $98,635 | $103,042 |
| TRP Value | AT COST | $19,816 | $28,211 |
| Gabelli Equity Income Fund | AT COST | $63,796 | $84,172 |
| Royce Pennsylvania Fund Service | AT COST | $37,147 | $39,896 |
| Ivy Asset Strategy | AT COST | $25,071 | $23,651 |
| OppenheimerSteelPath | AT COST | $94,107 | $103,578 |
| Franklin Mutual Global | AT COST | $16,442 | $20,222 |
| Heartland Select | AT COST | $16,070 | $20,637 |
| Royce Premier Fund | AT COST | $25,305 | $30,429 |
| Royce Value Fund | AT COST | $32,670 | $38,174 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV adjustment of stock received | Desc |
| Amt | $58,498 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $4,610 | Amt |
| Net Investment Income | $4,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $89 | $89 |
| Income Tax | $1,313 |
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