SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-03
- IRS object ID
- 201340939349100109
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-03T17:26:30-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 339191049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650816375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1 |
| Business Name Line2 | C/O ROBERT J LAWTON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SADA | NameControl |
| Phone | 2394333335 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J LAWTON | Name |
| Title | PRESIDENT | Title |
| Phone | 2394333335 | Phone |
| Date Signed | 2013-02-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM C HUGHES | Name |
| Phone | 2399392233 | Phone |
| Date Prepared | 2013-04-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 982300 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 232452 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 18 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 18 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17472 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17472 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12008 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 65201 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12008 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 306 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 306 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 262256 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29804 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 61 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 61 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2061 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1561 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28775 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28775 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30836 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1561 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29275 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 231420 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 28243 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 113687 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9830 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9830 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 216 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 491497 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 826990 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 972470 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 605400 | TotalAssetsBOY |
| Total Assets EOY | 836820 | TotalAssetsEOY |
| Total Assets EOYFMV | 982300 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 605400 | UnrestrictedBOY |
| Unrestricted EOY | 836820 | UnrestrictedEOY |
| Total Net Assets BOY | 605400 | TotalNetAssetsBOY |
| Total Net Assets EOY | 836820 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 605400 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 836820 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 605400 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 231420 | ExcessOfRevenueOverExpenses |
| Subtotal | 836820 | Subtotal |
| Total Net Assets Fund Balances EOY | 836820 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MOTOROLA MOBILITY | P | 2011-03-10 | 2012-05-22 | 40000 | 26260 | 13740 | 13740 |
| ALCATEL-LUCENT ADR | P | 2002-08-20 | 2012-07-25 | 210 | 1899 | -1689 | -1689 |
| ALCATEL-LUCENT ADR | P | 2004-03-22 | 2012-07-25 | 1 | 32 | -31 | -31 |
| GOLDMAN SACHS TR FINL SQ MMFD | P | 2012-08-20 | 2012-10-16 | 9995 | 10001 | -6 | -6 |
| GOLDMAN SACHS TR FINL SQ MMFD | P | 2012-08-20 | 2012-10-31 | 14995 | 15001 | -6 | -6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12008 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 28011 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 684935 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040896 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 569306 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043035 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31028 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 461026 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067302 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 33729 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 558257 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060418 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26125 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 681949 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038309 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249960 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049992 | AverageDistributionRatio |
| Net Noncharitable Assets | 808699 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40428 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 282 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40710 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29275 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 565 | InvestmentIncomeExciseTax |
| Subtotal | 565 | Subtotal |
| Tax Based On Investment Income | 565 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 835 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 835 | TotalCreditsAndPayments |
| Overpayment | 270 | Overpayment |
| Amount Credited To Next Year | 270 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MR ROBERT J LAWTON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2394333335 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 747589 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 73425 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 821014 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 821014 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12315 | CashDeemedCharitable |
| Net Noncharitable Assets | 808699 | NetNoncharitableAssets |
| Minimum Investment Return | 40435 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40435 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 565 | TaxBasedOnInvestmentIncome |
| Total Tax | 565 | TotalTax |
| Distributable Amount Before Adj | 39870 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 39870 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 39870 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29275 | ExpensesAndContributions |
| Qualifying Distributions | 29275 | QualifyingDistributions |
| Adj Qualifying Distributions | 29275 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39870 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 28275 | UndistributedIncomePriorYear |
| Qualifying Distributions | 29275 | QualifyingDistributions |
| Applied To Year1 | 28275 | AppliedToYear1 |
| Applied To Current Year | 1000 | AppliedToCurrentYear |
| Undistributed Income CY | 38870 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| COMMUNITY COOPERATIVE MIN | ||||||
| PO BOX 2143 | FORT MYERS | FL | 33902 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| CONSERVANCY OF SWFL | ||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| DENVER RESCUE MISSION | ||||||
| 3501 E 46TH AVE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| ECHO | ||||||
| 17391 DURRANCE ROAD | FORT MYERS | FL | 33917 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $1,275 |
| NORTHWEST HARVEST | ||||||
| 711 CHERRY STREET | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| PLANNED PARENTHOOD | ||||||
| 1958 PROSPECT STREET | SARASOTA | FL | 34239 | PUBLIC CHARITY | GENERAL USE | $5,500 |
| 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 | $2,000 |
| TLC MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| ABUSE COUNSELING & TRTMT | ||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| EDGEWOOD CONGREGATIONAL CHURCH | ||||||
| 1788 BROAD STREET | CRANSTON | RI | 02905 | PUBLIC CHARITY | GENERAL USE | $3,500 |
| WOMEN'S CRISIS CENTER | ||||||
| PO BOX 367 | CASTLE ROCK | CO | 80104 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | PUBLIC CHARITY | GENERAL USE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28775 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,472 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $306 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,008 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,804 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29804 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SADAKO JUDD TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 232452 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (5 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | AT&T - 46 SHARES | 1720 | 2012-08-13 |
| 1 | EXELIS INC - 765 SHARES | 8208 | 2012-08-13 |
| 1 | ITT CORP - 382 SHARES | 7919 | 2012-08-13 |
| 1 | XYLEM INC - 765 SHARES | 18750 | 2012-08-13 |
| 1 | MERCK & CO INC - 4489 SHARES | 195855 | 2012-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUGHES SNELL & CO, PA | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| ROBERT J LAWTON |
| MATTHEW J LAWTON |
| SARA L MEYERS |
| ELIZABETH L COLLINS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS | 727957 | 884589 |
| MUTUAL FUNDS | 99033 | 87881 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 306 | RevenueAndExpensesPerBooks |
| Net Investment Income | 306 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANNUAL FEE--FL DOR | Category |
| Amount | $61 | Amount |
| Net Investment Income | 61 | NetInvestmentIncome |