ELLMAR FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ELLMAR FOUNDATION INC (EIN 59-3451317)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-09-14
- IRS object ID
- 202212579349100541
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-14T15:29:03-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLEVELAND STREET SUITE 1000 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593451317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLMAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLM | BusinessNameControlTxt |
| Phone | 7279380160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 2ND AVENUE SOUTH 900 | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GAGNON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7279380160 | PhoneNum |
| Signature | 2022-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | GAGNON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SIETSMA | PreparerPersonNm |
| PTIN | P00707792 | PTIN |
| Phone | 7274460504 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,034,146 | 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 | $194,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $194,316 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,676,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,214,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,676,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,870,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,870,558 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $194,316 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,273 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,991 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,060 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,601 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,657 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26,657 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $72,686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,710 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,651,819 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,651,819 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,793,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,651,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,076,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,778,599 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $194,316 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,380 | CashBOYAmt |
| Cash EOY | $934,420 | CashEOYAmt |
| Cash EOYFMV | $934,420 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $464,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,486 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,606,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,296,292 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $674,938 | LandBldgInvestmentsBOYAmt |
| Other Assets BOY | $18,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,189,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,034,146 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,034,146 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,767,065 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $611,891 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $422,255 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $422,255 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,189,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,034,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,189,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,034,146 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,189,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,076,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,266,092 | SubtotalAmt |
| Other Decreases | $17,231,946 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,034,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| 34 W ORANGE ST AND 43 W CENTER ST | P | 1997-08-08 | 2022-02-17 | $900,000 | $610,137 | $1,270,818 | $239,319 | $239,319 |
| BNY ST | P | $905,661 | $707,859 | $197,802 | $197,802 | |||
| BNY LT | P | $19,409,310 | $15,170,189 | $4,239,121 | $4,239,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,676,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $197,802 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,240 | 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 | $11,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $55,183 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7274460504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLEVELAND SREET 1000 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33755 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STELLA HIMONETOS | ||||||||
| 100 2ND AVE SOUTH SUITE 900 | ST PETERSBURG | FL | 33701 | SECRETARY | 6.00 | $0 | $0 | $0 |
| CHRISTINE GAGNON | ||||||||
| 100 2ND AVE SOUTH SUITE 900 | ST PETERSBURG | FL | 33701 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| LYNN BRADLEY | ||||||||
| 100 2ND AVE SOUTH SUITE 900 | ST PETERSBURG | FL | 33701 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| HELEN CAHALIN | ||||||||
| 100 2ND AVE SOUTH SUITE 900 | ST PETERSBURG | FL | 33701 | DIRECTOR | 6.00 | $0 | $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 | $6,578,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,186,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,764,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,764,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,633,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,423 | TotalTaxAmt |
| Distributable Before Adj | $365,228 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,228 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,651,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,651,819 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,228 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,247 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $387,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $371,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $402,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,167,377 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,651,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,228 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,286,591 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,453,968 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,453,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,247 | ExcessFromYear4Amt |
| Excess From Year3 | $387,350 | ExcessFromYear3Amt |
| Excess From Year2 | $371,545 | ExcessFromYear2Amt |
| Excess From Year1 | $402,235 | ExcessFromYear1Amt |
| Excess From Current Year | $1,286,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE GAGNON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 BELLE ISLE AVE | AddressLine1Txt |
| City | BELLEAIR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33786 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7279380160 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | FLORIDA, EDUCATIONAL, SPECIAL NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HIGHWAY 19 N | PALM HARBOR | FL | 34684 | NONE | PC | COMMUNITY | $154,000 |
| CORNERSTONE CHRISTIAN SCHOOL | |||||||
| 317 MILWAUKEE AVE | DUNEDIN | FL | 34698 | NONE | PC | EDUCATION | $60,000 |
| INSPIRE EQUINE THERAPY PROGRAM | |||||||
| 1750 ARCADIA RD | HOLIDAY | FL | 34690 | NONE | PC | HEALTH | $420,000 |
| WILDLIFE RESCUE AND REHAB | |||||||
| 9500 82ND AVE | LARGO | FL | 33777 | NONE | PC | ANIMAL | $7,819 |
| HAPPY GOAT INC | |||||||
| 110 SE 6TH STREET SUITE 1500 | FORT LAUDERDALE | FL | 33301 | NONE | PC | ANIMAL AND ENVIRONMENT | $300,000 |
| CLEARWATER MARINE AQUARIUM INC | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | NONE | PC | ANIMAL | $600,000 |
| SUNCOAST PRIMATE SANCTUARY FOUNDATION INC | |||||||
| 4600 ALTERNATE 19 | PALM HARBOR | FL | 34683 | NONE | PC | ANIMAL | $10,000 |
| FELLOWSHIP OF BELIEVERS CHURCH | |||||||
| 3333 12TH ST | SARASOTA | FL | 34237 | NONE | PC | RELIGIOUS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,651,819 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,676,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,870,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,870,558 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RISTORCELLI & ASSOCIATE | $1,000 | $0 | $0 | $0 |
| CARR RIGGS & INGRAM | $9,700 | $0 | $0 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| INNESS MANOR - LAND | 1997-05-01 | $100,000 | L | $0 | $0 | $0 | ||
| INNES MANOR - BUILDING | 1997-05-01 | $200,000 | SL | $4,060 | $4,060 | $0 | $122,866 | 39.000000000000 |
| BUILDING IMPROVEMENTS 1997 | 1997-05-01 | $315,601 | SL | $8,092 | $8,092 | $0 | $192,703 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2000 | 1999-05-01 | $77,745 | SL | $1,993 | $1,993 | $0 | $42,893 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2001 | 2001-05-01 | $203,972 | SL | $4,140 | $4,140 | $0 | $104,382 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2002 | 2002-05-01 | $194,947 | SL | $4,999 | $4,999 | $0 | $94,821 | 39.000000000000 |
| BUILDING IMPROVEMENTS | 2007-08-24 | $5,406 | SL | $110 | $110 | $0 | $1,904 | 39.000000000000 |
| BUILDING IMPROVEMENTS - PAINTING | 2008-05-28 | $21,800 | SL | $443 | $443 | $0 | $7,244 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2014 | 2014-02-26 | $13,019 | SL | $264 | $264 | $0 | $2,408 | 39.000000000000 |
| REPLACE SIDING -INNESS MANOR | 2015-01-01 | $15,718 | SL | $319 | $319 | $0 | $2,536 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2015 | 2015-06-25 | $41,000 | SL | $832 | $832 | $0 | $6,175 | 39.000000000000 |
| BUILDING IMPROVEMENTS 2017 | 2018-03-01 | $69,210 | SL | $1,405 | $1,405 | $0 | $5,548 | 39.000000000000 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| GAGNON FOUNDATION INC | |||||
| 618 BELLE ISLE AVE | BELLEAIR BEACH | FL | 33786 | CASH TRANSFER TO NON-OPERATING PRIVATE FOUNDATION EXEMPT UNDER 501(C)(3) | $5,743,982 |
| CAHALIN FAMILY FOUNDATION INC | |||||
| PO BOX 1608 | CLEARWATER | FL | 33757 | CASH TRANSFER TO NON-OPERATING PRIVATE FOUNDATION EXEMPT UNDER 501(C)(3) | $5,743,982 |
| BRALYN FOUNDATION INC | |||||
| PO BOX 1608 | CLEARWATER | FL | 33757 | CASH TRANSFER TO NON-OPERATING PRIVATE FOUNDATION EXEMPT UNDER 501(C)(3) | $5,743,982 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE FISCAL YEAR, ELLMAR FOUNDATION MADE A SUBSTANTIAL CONTRACTION OF ASSETS, WHICH CONSISTED OF 3 CASH DISTRIBUTIONS THAT IN TOTAL REPRESENTED 88% OF FMV OF ASSETS AS OF THE BEGINNING OF THE FISCAL YEAR. THE DISTRIBUTIONS WERE AS FOLLOWS: GAGNON FOUNDATION, INC. PAID 10/8/21 - $5,743,982 BRALYN FOUNDATION, INC. PAID 1/10/22- $5,743,982 CAHALIN FAMILY FOUNDATION, INC. PAID 10/8/21 - $5.743.982 ALL 3 FOUNDATIONS ARE PRIVATE NON-OPERATING FOUNDATIONS, EXEMPT UNDER 501(C)(3). ADDITIONAL DETAIL PROVIDED ON THE FOLLOWING DISSOLUTION STATEMENTS. THE ELLMAR FOUNDATION, INC. DID NOT FULLY DISSOLVE DURING THE CURRENT FISCAL YEAR. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GOZA & HALL, P.A. | $2,467 | $0 | $0 | $0 |
| LEGACY PROTECTION LAWYERS LLP | $293 | $0 | $0 | $0 |
| BBG INC. | $3,300 | $0 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAXES | $18,175 | $11,240 | $11,240 |
| UTILITY DEPOSITS | $155 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTIAL DISSOLUTION TRANSFER | Desc |
| Amt | $17,231,946 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $9,627 | $9,627 | $0 | $0 |
| INVESTMENT/BANK FEES | $43,083 | $43,083 | $0 | $0 |
| REPAIRS AND MAINTENANCE | $10,712 | $0 | $0 | $0 |
| SECURITY | $1,428 | $0 | $0 | $0 |
| UTILITIES | $3,036 | $0 | $0 | $0 |
| HVAC EXP | $4,800 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADP PAYROLL PROCESSING | CategoryTxt |
| Amt | $310 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $392 | $274 | $0 | $0 |
| EXCISE TAX 990 PF | $11,236 | $0 | $0 | $0 |
| FOREIGN TAXES | $9,327 | $9,327 | $0 | $0 |
| PROPERTY TAXES | $326 | $0 | $0 | $0 |