IRMA SCHUSTER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRMA SCHUSTER FOUNDATION INC (EIN 01-0805754)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-01-22
- IRS object ID
- 202400229349100760
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-22T14:52:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592213319 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPLEE SHEA CRAMER & MILLER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH OSPREY AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342367834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010805754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRMA SCHUSTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRMA | BusinessNameControlTxt |
| Phone | 9413663600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH OSPREY AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN J SHEA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9413663600 | PhoneNum |
| Signature | 2024-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN | PersonFirstNm |
| Person Last | SHEA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORMAN J SHEA III | PreparerPersonNm |
| PTIN | P00456227 | PTIN |
| Phone | 9413663600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,023 | 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 |
| Interest On Sav Rev And Expnss | $2,567 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,567 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,714 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,498 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,708 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $176,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $183,950 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $261,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $261,256 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $242,571 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $242,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $261,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $242,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $242,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARK ETF TRUST INNOVATION ETF | P | 2021-04-15 | 2022-01-13 | $328 | $503 | -$175 | -$175 |
| ALPHABET INCORPORATED CAP | P | 2022-03-31 | 2022-09-08 | $4,356 | $5,643 | -$1,287 | -$1,287 |
| AMAZON COM INCORPORATED | P | 2022-12-01 | 2022-12-29 | $500 | $572 | -$72 | -$72 |
| FIRST TRUST MATERIALS ALPHADEX | P | 2022-05-27 | 2022-07-05 | $6,595 | $8,813 | -$2,218 | -$2,218 |
| FIRST TRUST NASDAQ RISING | P | 2022-05-27 | 2022-09-23 | $9,353 | $11,410 | -$2,057 | -$2,057 |
| FIRST TRUST NASDAQ SEMICONDUCTOR | P | 2022-01-26 | 2022-05-11 | $7,782 | $9,382 | -$1,600 | -$1,600 |
| GLOBAL X FINTECH ETF | P | 2022-01-26 | 2022-02-28 | $157 | $195 | -$38 | -$38 |
| INVESCO S&P 500 EQUAL | P | 2022-01-26 | 2022-09-27 | $2,513 | $3,130 | -$617 | -$617 |
| LISTED FDS TRUST ROUNDHILL | P | 2021-11-26 | 2022-01-26 | $4,574 | $5,833 | -$1,259 | -$1,259 |
| SPDR S&P BIOTECH | P | 2021-04-15 | 2022-01-26 | $1,323 | $1,878 | -$555 | -$555 |
| SPDR CONSUMER DISCRETIONARY | P | 2022-02-11 | 2022-12-01 | $5,568 | $6,662 | -$1,094 | -$1,094 |
| VANGUARD HEALTH CARE | P | 2022-05-27 | 2022-12-01 | $10,202 | $9,696 | $506 | $506 |
| VANGUARD INFORMATION TECHNOLOGY | P | 2022-05-27 | 2022-12-01 | $700 | $725 | -$25 | -$25 |
| VANGUARD COMMUNICATION SERVICES | P | 2022-01-26 | 2022-05-27 | $3,198 | $3,833 | -$635 | -$635 |
| ARK ETF TRUST INNOVATION ETF | P | 2018-11-07 | 2022-01-13 | $8,603 | $4,812 | $3,791 | $3,791 |
| AMAZON COM INCORPORATED | P | 2018-11-07 | 2022-12-29 | $7,279 | $7,000 | $279 | $279 |
| AMPLIFY ONLINE RETAIL | P | 2020-03-05 | 2022-01-13 | $8,910 | $4,839 | $4,071 | $4,071 |
| FIRST TRUST NASDAQ CEA | P | 2021-04-15 | 2022-12-01 | $5,044 | $3,705 | $1,339 | $1,339 |
| FIRST TRUST INDXX NEXTG | P | 2020-06-10 | 2022-01-26 | $4,626 | $3,312 | $1,314 | $1,314 |
| GLOBAL X FINTECH ETF | P | 2021-01-19 | 2022-02-28 | $8,968 | $13,348 | -$4,380 | -$4,380 |
| INVESCO S&P 500 EQUAL | P | 2021-04-15 | 2022-09-27 | $16,720 | $18,472 | -$1,752 | -$1,752 |
| ISHARES TR U.S. MED DVC | P | 2021-04-15 | 2022-12-01 | $2,110 | $1,551 | $559 | $559 |
| ISHARES TR SELF DRIVNG | P | 2021-04-15 | 2022-05-11 | $12,410 | $13,470 | -$1,060 | -$1,060 |
| SPDR S&P BIOTECH ETF | P | 2018-11-07 | 2022-01-26 | $6,331 | $5,677 | $654 | $654 |
| SPDR CONSUMER DISCRETIONARY SELECT | P | 2021-05-01 | 2022-12-28 | $10,457 | $10,264 | $193 | $193 |
| SPDR INDUSTRIAL SELECT SECTOR FUND | P | 2020-06-10 | 2022-12-01 | $6,815 | $4,938 | $1,877 | $1,877 |
| VANGUARD INFORMATION TECHNOLOGY | P | 2021-01-19 | 2022-12-01 | $22,317 | $15,764 | $6,553 | $6,553 |
| VANGUARD COMMUNICATION SERVICES | P | 2021-02-15 | 2022-06-16 | $11,419 | $9,670 | $1,749 | $1,749 |
| FIRST TRUST ETF IV FIRST | P | 2020-09-24 | 2022-06-22 | $10,008 | $10,588 | -$580 | -$580 |
| CAPITAL GAINS DIVIDENDS | P | $17 | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,498 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUPLEE SHEA CRAMER MILLER | IndividualWithBooksNm |
| Phone | 9413663600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 S OSPREY AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMAN J SHEA | ||||||||
| 800 SOUTH OSPREY AVE | SARASOTA | FL | 34236 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| LESLIE TATMAN | ||||||||
| 222 LONG COVE DRIVE | LAGRANGE | GA | 30240 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| ALEXANDRA GBEATTY | ||||||||
| 5050 CENTRAL SARASOTA PKWY | SARASOTA | FL | 34238 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $219,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $292,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $292,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $288,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,408 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $14,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,015 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,015 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,423 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STAR CHILDREN FOUNDATION | |||||||
| 3300 17TH ST | SARASOTA | FL | 34235 | NONE | 501(C)3 | BUILDING A BRIGHTER FUTURE FOR CHILDREN IN FOSTER CARE THROUGH INNOVATION, SCIENCE, AND COMPASSION. | $5,000 |
| AVENUE 941 | |||||||
| 518 13TH ST W | BRADENTON | FL | 34205 | NONE | 501(C)3 | MENTOR AND PROVIDE TUTORING SERVICES TO LOW INCOME AND AT RISK CHILDREN. | $3,000 |
| BOYS & GIRLS CLUBS OF SARASOTA AND DESOTO COUNTIES | |||||||
| 3130 FRUITVILLE ROAD | SARASOTA | FL | 34237 | NONE | 501(C)3 | TO ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS | $5,500 |
| HUMANE SOCIETY OF SARASOTA COUNTY | |||||||
| 2331 15TH STREET | SARASOTA | FL | 34237 | NONE | 501(C)3 | RESCUING, FOSTERING, CARING FOR AND FINDING HOMES FOR PETS IN AND AROUND SARASOTA COUNTY, FL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,567 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,779 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,708 | Amt |
| Net Investment Income | $5,708 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - RAYMOND JAMES #1720 | StockNm |
| EOY Book Value | $168,089 | EOYBookValueAmt |
| EOYFMV | $183,950 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA DEPT OF STATE | $62 | $62 | $0 |
| FOREIGN TAXES | $42 | $42 | $0 |
| FEDERAL TAXES | $199 | $0 | $0 |
| OTHER EXPENSES | $190 | $190 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,263 | Amt |
| Net Investment Income | $2,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |