ROBERT AND ELLEN GUTENSTEIN FAMILY: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND ELLEN GUTENSTEIN FAMILY (EIN 13-6227087)
- Tax period
- 2022-11-01 to 2023-10-13
- Filed
- 2024-07-26
- IRS object ID
- 202422089349100212
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-26T11:48:52-05:00 | ReturnTs |
| Tax Period End | 2023-10-13 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136227087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND ELLEN GUTENSTEIN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9082446485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WATERGATE DR 606 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SILVERSHEIN | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 9082446485 | PhoneNum |
| Signature | 2024-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUE ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2062814444 | PhoneNum |
| Preparation | 2024-07-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $21,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $571,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $559,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,333,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,311,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,333,375 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,074 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,074 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,935,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,923,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,555 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $756 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,799 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $578 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,198 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,083 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $202,744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $201,134 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,610 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $210,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,164,847 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,164,847 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,399,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $210,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,178,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $536,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,712,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,336 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $32,787 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $9,066,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,964,533 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,705,757 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,912,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,912,030 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,912,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,912,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,912,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $536,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,793,947 | OtherIncreasesAmt |
| Subtotal | $23,242,088 | SubtotalAmt |
| Other Decreases | $23,242,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $1,572,384 | $1,418,488 | $153,896 | $153,896 | |
| GENERAL ELEC CO V-Q | $29,000 | $29,000 | $0 | $0 | |
| K-1 CAP GAIN/LOSS - RIEF, LLC | $67,936 | -$67,936 | -$67,936 | P | |
| BLACKROCK LIQ FRD TREAS | $12,967,496 | $12,967,496 | $0 | $0 | |
| RIEF SERIES B | $5,737,652 | $4,495,508 | $1,242,144 | $1,242,144 | P |
| CAPITAL GAINS DIVIDENDS | $5,271 | $5,271 | $5,271 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,333,375 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,010 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | LISA SILVERSHEIN | IndividualWithBooksNm |
| Phone | 9082446485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WATERGATE DR 606 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LISA SILVERSHEIN | ||||||||
| 35 WATERGATE DR 606 | SARASOTA | FL | 34236 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| CHARLES SALOMON | ||||||||
| 35 WATERGATE DR 606 | SARASOTA | FL | 34236 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL GUTENSTEIN | ||||||||
| 35 WATERGATE DR 606 | SARASOTA | FL | 34236 | VP & ASST TREASURER | 2.00 | $0 | $0 | $0 |
| HOWARD GUTENSTEIN | ||||||||
| 35 WATERGATE DR 606 | SARASOTA | FL | 34236 | ASST SECRETARY | 2.00 | $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 | $22,116,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,156,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,273,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,273,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $349,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,924,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,089,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,089,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,810 | TotalTaxAmt |
| Distributable Before Adj | $1,065,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,065,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,065,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,178,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,178,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,065,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,366 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,496 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,345 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $157,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,178,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,065,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,565 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,772 | 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 | $67,366 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $202,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,496 | ExcessFromYear4Amt |
| Excess From Year3 | $11,345 | ExcessFromYear3Amt |
| Excess From Current Year | $112,565 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A SILVER LINING FOUNDATION | |||||||
| 134 NORTH LASALLE STREET 2050 | CHICAGO | IL | 60602 | PC | SUPPORT TO PROVIDE RESPECTFUL AND EQUAL ACCESS TO COST-FREE BREAST HEALTH TESTING THROUGH A NETWORK OF PARNTERSHIPS WITH COMMUNITY, ADVOCACY AND HEALTHCARE ORGANIZATIONS | $25,000 | |
| ALL FAITH FOOD BANK | |||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 34240 | PC | SUPPORT TOWARDS PROVIDING HEALTHY SOLUTIONS TO END HUNGER IN OUR COMMUNITY | $5,000 | |
| ASLOREP (ASOLO THEATRE) | |||||||
| 5555 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | SUPPORT TO ENTERTAIN, ENGAGE AND INSPIRE THROUGH THE HIGHEST QUALITY PROFESSIONAL REPERTORY THEATRE AND SUPERIOR EDUCATIONAL PROGRAMS | $2,500 | |
| AVIVA SENIOR LIVING | |||||||
| 1951 N HONORE AVE | SARASOTA | FL | 35235 | PC | SUPPORT TOWARDS INDEPENDENT LIVING FOR SENIORS | $2,000 | |
| BARNERT TEMPLE | |||||||
| 747 ROUTE 2018 SOUTH | FRANKLIN LAKES | NJ | 07417 | PC | SUPPORT TOWARDS RELIGIOUS PROGRAMS | $150,000 | |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA BCM 200 | HOUSTON | TX | 770303498 | PC | SUPPORT TOWARDS EDUCATIONAL PROGRAMS | $25,000 | |
| BOBBY JONES CSF | |||||||
| 29 CREST LOOP | STATEN ISLAND | NY | 10312 | PC | SUPPORT TO ADVANCE KNOWLEDGE ABOUT CHIARI MALFORMATION, SYRINGOMYELIA AND RELATED DISORDERS | $1,000 | |
| CASTOFF PET RESCUE | |||||||
| 1732 JOHN SMITH RD E | BLAIRSVILLE | GA | 305120997 | PC | SUPPORT TOWARDS NO-KILL ANIMAL RESCUE | $20,000 | |
| CENTER FOR TRANSFORMATIVE ACTIONPRISONERS EXPRESS | |||||||
| 119 ANABEL TAYLOR HALL | ITHACA | NY | 148531001 | PC | SUPPORT TOWARD HELPING TO SEND PACKAGES AND TO AID IN PROVIDING DISTANCE LEARNING TO INCARCERATED INDIVIDUALS | $8,500 | |
| CHAINE FOUNDATION | |||||||
| 1051 PERIMETER DR FL 9 | SCHAUMBURG | IL | 60173 | PC | FOR THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 | |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 355 | MINNEAPOLIS | MN | 55439 | PC | SUPPORT THE RESEARCH OF IDEAS TO MAKE THE GREATEST IMPACT FOR CHILDREN FIGHTING CANCER, HELPING TO FUND PROGRAMS TO ASSIST FAMILIES WHO ARE FIGHTING CANCER TO STAY STRONG, FIND COMMUNITY, AND TAKE CARE OF THEMSELVES | $500 | |
| CITY GROWERS | |||||||
| 63 FLUSHING AVENUE BUILDING 3 | BROOKLYN | NY | 112051010 | PC | SUPPORT TO ENCOURAGE NYC YOUTH TO CONSIDER THEIR PLACE, AGENCY, AND FUTURE WITHIN THE GREATER ECOSYSTEM AND THE PLANET | $1,500 | |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | SUPPORT TO HELP RESCUE AND DELIVER FRESH, HEALTHY FOOD FOR NEW YORKERS | $5,000 | |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | SUPPORT TOWARDS PROVIDING MEALS TO HOMEBOUND ELDERLY | $2,500 | |
| CLIMATE CENTRAL | |||||||
| ONE PALMER SQUARE SUITE 402 | PRINCETON | NJ | 08542 | PC | SUPPORT TOWARDS RESEARCHERS AND REPORTING THE FACTS ABOUT CHANGING CLIMATE AND ITS IMPACT ON THE PUBLIC | $25,000 | |
| COMPEER SARASOTA | |||||||
| 1058 N TAMIAMI TRL STE 108 122 | SARASOTA | FL | 34236 | PC | SUPPORT TO HELP MATCH VOLUNTEERS WITH COMMUNITY MEMBERS WHO SUFFER FROM MENTAL HEALTH CHALLENGES | $250 | |
| CONGREGATION NER TAMID | |||||||
| 55 N VALLE VERDE DR | HENDERSON | NV | 890741700 | PC | SUPPORT FOR THE CELEBRATION OF JEWISH LIFE INCLUDING THE BROADEST RANGE OF QUALITY PROGRAMS AND COMPELLING EXPERIENCE FOR PEOPLE OF ALL AGES | $26,250 | |
| CRISIS TEXT LINE | |||||||
| PO BOX 1144 | NEW YORK | NY | 101591144 | PC | SUPPORT TOWARDS THE PROGRAM OF PROMOTING MENTAL WELL-BEING FOR PEOPLE WHEREVER THEY ARE | $4,032 | |
| CULINARY INSTITUTE OF AMERICA | |||||||
| 1946 CAMPUS DR | HYDE PARK | NY | 125381430 | PC | SUPPORT TOWARDS THE EDUCATIONAL PROGRAMS; IMMERSIVE LEARNING AND INDUSTRY CONNECTIONS PREPARING STUDENTS TO LEAD IN THE KITCHEN, THE BOARDROOM, OR ANYWHERE THEY WANT TO GO IN FOOD. | $12,500 | |
| DICKINSON COLLEGE | |||||||
| PO BOX 1773 | CARLISLE | PA | 170132896 | PC | SUPPORT TOWARDS EDUCATIONAL PROGRAMS; PROVIDING A DIFFERENT KIND OF LIBERAL-ARTS EDUCATION. | $5,000 | |
| ECO HEALTH ALLIANCE | |||||||
| 520 EIGHTH AVENUE SUITE 1200 | NEW YORK | NY | 10018 | PC | SUPPORT TOWARDS MISSION OF BUILDING ON GROUNDBREAKING SCIENCE DEDICATED TO PROTECTING WILDLIFE AND PUBLIC HEALTH FROM THE EMERGENCE OF DISEASE. | $13,000 | |
| FLATBUSH CATS | |||||||
| 263 E 23RD ST | BROOKLYN | NY | 112266109 | PC | SUPPORT TO HELP PLAN AND GROW RESCUE EFFORTS ALL YEAR LONG | $10,000 | |
| FREE 2 TEACH FOUNDATION | |||||||
| PO BOX 1405 | HUNTSVILLE | AL | 358070405 | PC | SUPPORT TOWARDS EDUCATIONAL PROGRAMS | $7,500 | |
| FREEDOM FROM RELIGION FOUNDATION | |||||||
| PO BOX 750 | MADISON | WI | 53701 | PC | SUPPORT TO PROMOTE THE CONSTITUTIONAL PRINCIPLE OF SEPARATION OF STATE AND CHURCH, AND TO EDUCATE THE PUBLIC ON MATTERS RELATING TO NONTHEISM | $500 | |
| FRIENDS OF LAKE KEOWEE SOCIETY | |||||||
| 1209 STAMP CREEK RD UNIT A | SALEM | SC | 29676 | PC | SUPPORT FOR THE PRESERVATION AND ENHANCEMENT OF LAKE KEOWEE | $10,000 | |
| GIRLS INC OF SARASOTA COUNTY | |||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | PC | SUPPORT TO EMPOWER GIRLS, 5 TO 18, TO BE SELF-CONFIDENT, RESPONSIBLE, AND WELL-ROUNDED INDIVIDUALS | $1,500 | |
| GOLDEN CORNER FOOD PANTRY | |||||||
| PO BOX 456 | SENECA | SC | 296790456 | PC | SUPPORT TO PROVIDE EMERGENCY AND SUPPLEMENTAL FOOD TO DISADVANTAGED AND LOW INCOME RESIDENTS | $26,000 | |
| HAROLD HAL KELLEY RESPITE FOUNDATION (RESPITE HOUSE) | |||||||
| 1408 CHICAGO ST | VALPARAISO | IN | 463835170 | PC | SUPPORT FOR MEN SEEKING RECOVERY FROM THE DISEASE OF ADDICTION AND REQUIRE ASSISTANCE IN THEIR HOUSING, CARE, AND RECOVERY PROCESS | $25,000 | |
| HEARTS FOR EMMA | |||||||
| PO BOX 254 | CRANFORD | NJ | 070160254 | PC | SUPPORT TOWARDS PROVIDING ASSISTANCE AND RELIEF TO FAMILIES WITH A CHILD DIAGNOSED WITH PEDIATRIC HEART DISEASE | $10,000 | |
| HILLTOP NEIGHBORHOOD HOUSE INC | |||||||
| 460 COLLEGE AVE | VALPARAISO | IN | 463836512 | PC | SUPPORT TOWARDS PROVIDING VALUABLE RESOURCES FOR CHILDREN AND FAMILIES | $10,000 | |
| ICE HOCKEY IN HARLEM | |||||||
| PS 101 141 E 111TH ST 420 | NEW YORK | NY | 100290000 | PC | SUPPORT TO PROVIDE GUIDANCE AND COUNSELING TO THE CHILDREN AND FAMILIES OF THE HARLEM COMMUNITY | $10,000 | |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 4915 I-55 NORTH SUITE 100A | JACKSON | MS | 39206 | PC | SUPPORT TO CELEBRATE JEWISH LIFE IN THE SOUTH | $50,000 | |
| ITS THE JOURNEY | |||||||
| 40 TECHNOLOGY PARKWAY SOUTH STE 200 | PEACHTREE CORNERS | GA | 30092 | PC | TO SUPPORT BREAST HEALTH AND BREAST CANCER PROGRAMS | $65,000 | |
| IVY TECH FOUNDATION | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | PC | SUPPORT TOWARDS BUILDING PARNTERSHIPS WITH DIVERSE DONORS AND LEADERS TO GENERATE RESOURCES AND CREATE OPPORTUNITIES FOR COMMUNITIES WHILE BREAKING DOWN BARRIERS FOR STUDENTS PURSUING THEIR EDUCATION | $25,000 | |
| KIPP MIAMI | |||||||
| 3000 NW 110TH ST | MIAMI | FL | 33167 | PC | SUPPORT TOWARDS EDUCATIONAL PROGRAMS | $15,000 | |
| LIBROS PARA TODOS | |||||||
| 104R NC HWY 54 262 | CARRBORO | NC | 275100000 | PC | ASSISSTING IN THE SUPPORT OF THE EDUCATIONAL SECTOR; OFFERING QUALITY EDUCATIONAL PRODUCTS THAT ARE ACCESSIBLE TO THE ENTIRE FOUNDATION | $4,000 | |
| LOVE 146 | |||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | PC | SUPPORT TOWARDS ENDING CHILD TRAFFICKING AND EXPLOITATION | $1,000 | |
| MAAC FOUNDATION | |||||||
| 4203 MONTDALE PARK DR | VALPARAISO | IN | 463834098 | PC | SUPPORT TO DEVELOP AND MAINTAIN TRAINING OPPORTUNITIES FOR FIREFIGHTERS, POLICE OFFICERS, AND EMS | $41,600 | |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 S PALM AVE | SARASOTA | FL | 342367726 | PC | SUPPORTING MISSION TO PROVIDE BAYFRONT SANCTUARIES CONNECTING PEOPLE WITH AIR PLANTS OF THE WORLD, NATIVE NATURE, AND REGIONAL HISTORY | $5,000 | |
| MARIETTA SCHOOLS FOUNDATION | |||||||
| 144 POLK ST NW | MARIETTA | GA | 30064 | PC | SUPPORT TO PROMOTE EDUCATIONAL ACHIEVEMENT AND EXCELLENCE | $1,500 | |
| MRBUBBLEZ INC | |||||||
| 6720 S LOIS AVE APT 7105 | TAMPA | FL | 336161649 | PC | SUPPORT TO HELP THE HOMELESS MAINTAIN THEIR PRIDE AND DIGNITY | $500 | |
| NEW YORK CARES | |||||||
| 65 BROADWAY 19TH FLOOR | NEW YORK | NY | 10006 | PC | SUPPORTING PROGRAMS TO HELP RELIEVE UNFAIR CHOICES - NUTRITIOUS MEALS, WARM COAST, COLLEGE PREP - FOR A MORE EQUITABLE NYC | $20,000 | |
| OUR CAUSE 4 PAWS RESCUE | |||||||
| 2421 SHANNON RD | ORLANDO | FL | 328065766 | PC | SUPPORTING MISSION TO RESCUE DOGS, REHABILITATE, VET AND REHOME | $2,000 | |
| PATH FOUNDATION | |||||||
| 2201 WESTLAKE AVENUE SUITE 200 | SEATTLE | WA | 98121 | PC | SUPPORTING PROGRAMS WORKING TO ACCELERATE HEALTH EQUITY SO ALL PEOPLE AND COMMUNITIES CAN THRIVE | $20,000 | |
| PLANNED PARENTHOOD OF SW & CENTRAL FL | |||||||
| 736 CENTRAL AVENUE | SARASOTA | FL | 34236 | PC | SUPPORTING PROGRAMS OFFERING A WIDE RANGE OF AFFORDABLE AND RELIABLE REPRODUCTIVE AND SEXUAL HEALTH CARE SERVICES | $10,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION | |||||||
| 1401 CALUMET AVE | VALPARAISO | IN | 463833104 | PC | SUPPORT TOWARDS HELPING THE COMMUNITY SUPPORT THEIR FAVORITE CAUSES | $15,000 | |
| REWILD | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | PC | SUPPORT TO PROTECT AND RESTORE THE WILD TO BUILD A THRIVING EARTH | $1,000 | |
| RUFF DOG RESCUE INC | |||||||
| 73 TOWER HILL RD | THOMPSON | PA | 18465 | PC | SUPPORTING MISSION OF RESCUING DOGS FROM HIGH/QUICK ILL SHELTERS AND PLACE THEM IN FOSTER HOMES UNTIL SUITABLE, PERMANENT HOMES ARE FOUND | $5,000 | |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE ST FL 3 | NEW YORK | NY | 100071327 | PC | SUPPORTING PROGRAMS PROVIDING VICTIM ASSISTANCE ACROSS NEW YORK CITY COMMUNITIES AND SYSTEMS | $102,500 | |
| SARASOTA LIBRARY FOUNDATION | |||||||
| 1970 MAIN STREET FLOOR 5 | SARASOTA | FL | 34236 | PC | SUPPORT FOR PUBLIC LIBRARIES OF SARASOTA COUNTY | $5,000 | |
| SARASOTA MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1515 SO OSPREY AVE NO B4 | SARASOTA | FL | 34239 | PC | SUPPORT TO ENSURE WORLD CLASS HEALTHCARE THROUGHOUT OUR COMMUNITY | $5,000 | |
| SARSEF | |||||||
| 4574 E BRDWY BLVD | TUCSON | AZ | 857113510 | PC | SUPPORTING MISSION OF CREATING ARIZONA'S FUTURE CRITICAL THINKERS AND PROBLEM SOLVERS THROUGH SCIENCE AND ENGINEERING | $20,000 | |
| STUDENT DIPLOMACY CORPS | |||||||
| 601 W 26TH ST RM 325 309 | NEW YORK | NY | 100011141 | PC | SUPPORT PROGRAMS TO ENSURE THAT TALENTED UNDESERVED STUDENTS HAVE ACCESS TO TRANSFORMATIVE INTERNATIONAL EDUCATION PROGRAMS | $15,000 | |
| TEMPLE ISRAEL OF VALPARAISO | |||||||
| PO BOX 2051 | VALPARAISO | IN | 46383 | PC | SUPPORT FOR RELIGIOUS PROGRAMS | $44,000 | |
| TEMPLE SINAI | |||||||
| 4631 S LOCKWOOD RIDGE RD | SARASOTA | FL | 342317538 | PC | SUPPORTING MISSION TO SERVE AS A SPIRITUAL REFORM CONGREGATION, A PLACE OF SANCTUARY AND A KEHILLA K'DOSHAH, FOR ALL INTERESTED JEWISH AND JEWISH ADJACENT INDIVIDUALS AND FAMILIES | $36,560 | |
| THE BAY PARK CONSERVANCY | |||||||
| 655 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | SUPPORTING THE GOAL OF IMPLEMENTING A LONG-TERM MASTER PLAN FOR 53-ACRES OF CITY-WNED LAND ALONG SARASOTA BAY THAT WILL ESTABLISH A CULTURAL AND ECONOMIC LEGACY FOR THE REGION WHILE ENSURING OPEN, PUBLIC ACCESS TO THE BAYFRONT | $5,000 | |
| THE CARING PLACE | |||||||
| PO BOX 5334 | CLEVELAND | TN | 373205334 | PC | SUPPORT TOWARDS PROVIDING RESOURCES AND OPPORTUNITIES IN THE COMMUNITY | $20,000 | |
| THE CAT HOUSE ON THE KINGS | |||||||
| 7120S KINGS RIVER RD | PARLIER | CA | 936489720 | PC | SUPPORTING THE MISSION TO PLACE RESCUED CATS AND KITTENS INTO LOVING, PERMANENT HOMES | $905 | |
| THE RINGLING MUSEUM OF ART FOUNDATION | |||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | SUPPORT FOR SPECIAL EXHIBITIONS AND EDUCATION PROGRAMS FOR STUDENTS | $2,000 | |
| THE SPRING OF TAMPA BAY | |||||||
| PO BOX 5147 | TAMPA | FL | 33675 | PC | SUPPORTING HILLSBOROUGH COUNTY'S CERTIFIED DOMESTIC VIOLENCE CENTER PROVIDING SURVIVORS OF DOMESTIC VIOLENCE WITH COMPREHENSIVE SERVICES AND PROGRAMS | $1,000 | |
| TIDEWELL | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 342385160 | PC | SUPPORTING MISSION OF HELPING PEOPLE LIVE WELL BY PROVIDING CARE, COMFORT AND COMPASSION | $15,000 | |
| UNITED IN PINK | |||||||
| 1515 BASS ROAD SUITE H | MACON | GA | 31210 | PC | SUPPORTING FAMILIES AFFECTED BY A BREAST CANCER DIAGNOSIS | $10,000 | |
| VNA HOSPICE OF NIWI | |||||||
| 501 MARQUETTE STREET | VALPARAISO | IN | 46383 | PC | SUPPORT TOWARDS ADVOCATING FOR AGING COMMUNITY MEMBERS, PROVIDING NONPROFIT HOSPICE CARE, PALLIATIVE CARE, AND OTHER SENIOR CARE SERVICES | $15,000 | |
| WEALTHY HABITS | |||||||
| 1200 ASHWOOD PKWY STE 155 | ATLANTA | GA | 303386900 | POF | SUPPORTING TWO PROJECTS: 1) THE MOOLA MANIA, A STUDENT FOCUSED VIRTUAL COMPETITION TO TESTKNOWLEDGE OF NATIONAL FINANCIAL LITERACY STANDARDS, AND 2) THE SUMMER-END INTERN LUNCHEON. | $9,250 | |
| WILLIAM BREMAN JEWISH HERITAGE MUSEUM | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | PC | SUPPORT TO CONNECT PEOPLE TO JEWISH HISTORY, CULTURE, AND ARTS | $50,000 | |
| WINNEBAGO ALUMNI ASSOCIATION | |||||||
| PO BOX 595 | WINNEBAGO | MN | 560980595 | PC | SUPPORT MISSION TO PROVIDE MUSEUM ITEMS AND INFORMATION FOR THE GENERAL PUBLIC | $25,000 | |
| WMNF | |||||||
| 1210 EAST MARTIN LUTHER KING | TAMPA | FL | 33603 | PC | SUPPORT TO PROMOTE PEACE, GOODWILL, AND A SENSE OF COMMUNITY | $1,000 | BOULEVARD |
| WORKSHOP IN BUSINESS OPPORTUNITIES | |||||||
| 411 LAFAYETTE ST 6TH FL | NEW YORK | NY | 100037035 | PC | SUPPORTING MISSION TO ENABLE SMALL BUSINESS OWNERS AND BUDDING ENTREPRENEURS FROM UNDERSERVED COMMUNITIES TO OBTAIN FINANCIAL SUCCESS BY STARTING, OPERATING, AND BUILDING SUCCESSFUL BUSINESSES THAT DEVELOP ECONOMIC POWER, PROVIDE JOBS, AND IMPROVE COMMUNITIES | $50,000 | |
| YOUNG HARRIS COLLEGE | |||||||
| PO BOX 68 | YOUNG HARRIS | GA | 305820068 | PC | SUPPORT FOR EDUCATIONAL PROGRAMS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,164,847 | 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 | $21,712 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $571,068 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,333,375 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,935,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,935,229 | 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 | $5,775 | Amt |
| Net Investment Income | $578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,198 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| EZBO FOUNDATION | |||||
| 765 MARLAY LANE SW | POWDER SPRINGS | GA | 30127 | DISTRIBUTED $1,907,749 OF CASH AND PUBLICLY TRADED STOCK WITH A FMV OF $5,839,534 | $7,747,283 |
| GUTENSTEIN HERITAGE FOUNDATION | |||||
| 610 SWEET FERN TRAIL | SALEM | SC | 29676 | DISTRIBUTED $1,907,833 OF CASH AND PUBLICLY TRADED STOCK WITH A FMV OF $5,838,571 | $7,746,404 |
| GUTENSTEIN LEGACY FOUNDATION | |||||
| 150 SOUTH 5TH STREET SUITE 1330 | MINNEAPOLIS | MN | 55402 | DISTRIBUTED $1,907,799 OF CASH AND PUBLICLY TRADED STOCK WITH A FMV OF $5,840,602 | $7,748,401 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE TRUSTEES HAVE DECIDED TO DIVIDE THE ROBERT & ELLEN GUTENSTEIN FAMILY FOUNDATION (FOUNDATION) INTO THREE SEPARATE PRIVATE FOUNDATIONS. THIS REORGANIZATIONS INVOLVES THE CREATION OF THREE NEW PRIVATE FOUNDATIONS; THE GUTENSTEIN LEGACY FOUNDATION, GUTENSTEIN HERITAGE FOUNDATION, AND THE EZBO FOUNDATION. EACH NEW PRIVATE FOUNDATION WILL BE GOVERNED BY TRUSTEES OF THE FOUNDATION. EACH OF THE NEW PRIVATE FOUNDATIONS RECEIVED FROM THE FOUNDATION, FOR NO CONSIDERATION, A DISTRIBUTION IN AN AMOUNT EQUAL TO 33.33% OF THE FMV OF THE FOUNDATION'S ASSETS. PRIOR TO THE DISTRIBUTIONS, EACH OF THE NEW PRIVATE FOUNDATIONS RECEIVED IRS RECOGNITION AS 501(C)(3) ORGANIZATIONS AND 509(A) PRIVATE FOUNDATIONS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,555 | LegalFeesAmt |
| Net Investment Income | $756 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,799 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIQUIDATING DISTRIBUTION TO EZBO | $7,747,283 |
| LIQUIDATING DISTRIBUTION TO GUTENSTEIN HERITAGE FOUNDATION | $7,746,404 |
| LIQUIDATING DISTRIBUTION TO GUTENSTEIN LEGACY FOUNDATION | $7,748,401 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $94,060 | $94,060 | $0 |
| STATE FILING FEE | $750 | $0 | $750 |
| INSURANCE REFUND | -$140 | -$70 | -$70 |
| K-1 PASS THROUGH EXPENSES | $106,214 | $106,214 | $0 |
| BANK FEES | $60 | $30 | $30 |
| EZBO FOUNDATION APPLICATION FEE | $600 | $300 | $300 |
| GUTENSTEIN HERITAGE FOUNDATION APPLICATION FEE | $600 | $300 | $300 |
| GUTENSTEIN LEGACY FOUNDATION APPLICATION FEE | $600 | $300 | $300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,074 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,074 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - SECURITIES TRANSFERRED AT FMV TO NEW FOUNDATIONS | $4,044,724 |
| BOOK TAX DIFFERENCE - RIEF SERIES | $1,749,223 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,083 | $8,083 | $0 |
| 2022 EXCISE TAX ESTIMATE | $6,800 | $0 | $0 |
| 2021 TAX LIABILITY | $3,314 | $0 | $0 |