PELICANS NEST GOLF CLUB CHARITABLE GIVING FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PELICANS NEST GOLF CLUB CHARITABLE GIVING FOUNDATION (EIN 82-3073644)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-02
- IRS object ID
- 202413379349201211
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-02T12:32:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 1555 PALM BEACH LAKES BLVD SUITE | AddressLine1Txt |
| Address Line2 | 500 | AddressLine2Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823073644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELICAN'S NEST GOLF CLUB CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | GIVING FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELI | BusinessNameControlTxt |
| Phone | 2399472282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 PELICANS NEST DRIVE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SAITZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2399472282 | PhoneNum |
| Signature | 2024-12-02 | 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 | CHRISTOPHER CECIL | PreparerPersonNm |
| PTIN | P01877773 | PTIN |
| Phone | 5616971785 | PhoneNum |
| Preparation | 2024-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $11,775 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $11,775 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $11,775 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $7,000 | GrantsAndSimilarAmountsPaidAmt |
| Total Expenses | $7,000 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,775 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $69,468 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $74,243 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,468 | BOYAmt |
| EOY | $74,243 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,468 | BOYAmt |
| EOY | $74,243 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,468 | BOYAmt |
| EOY | $74,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE FOUNDATION WAS ESTABLISHED TO PROVIDE ASSISTANCE TO EMPLOYEES IN TIMES OF NATURAL DISASTERS AND FOR EDUCATIONAL PURPOSES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE FOUNDATION WAS ESTABLISHED TO PROVIDE ASSISTANCE TO EMPLOYEES IN TIMES OF NATURAL DISASTERS AND FOR EDUCATIONAL PURPOSES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $7,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $7,000 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,000 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| WAYNE BAUMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL BIGFORD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS BURKE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA HADLEY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN SHEETS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY SCHWANDT | ||||
| PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE HAMILTON | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES SAITZ | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY LOOMIS | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM MAURAIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4450 PELICANS NEST DRIVE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2399495664 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,775 | CurrentTaxYearAmt |
| Total | $380,570 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,775 | CurrentTaxYearAmt |
| Total | $380,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $380,570 | PublicSupportTotal170Amt |
| Total Support | $380,570 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: WESLEY MARTINEZ. GRANTEE ADDRESS: 18465 NARCISSUS RD FORT MYERS, FL 33967. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: NICHOLAS SPRIO. GRANTEE ADDRESS: 1436 SE 21ST ST CAPE CORAL, FL 33990. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: KRISTIN SAALFELD. GRANTEE ADDRESS: 9141 PITTSBURGH BLVD FORT MYERS, FL 33967. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: ALI ST. JOHN. GRANTEE ADDRESS: 1112 SW 9TH AVE CAPE CORAL, FL 33991. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: MATT ZIELINSKI. GRANTEE ADDRESS: 18259 LOWE DR. FORT MYERS, FL 33967. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: BROOKE SOWERWINE. GRANTEE ADDRESS: 15625 SUMMIT PLACE CIR NAPLES, FL 34119. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: GRANT. GRANTEE NAME: MADISON REMALEY. GRANTEE ADDRESS: 4179 WINDCREST DR. WEST CHAPEL, FL 33544. DATE OF GIFT: 09/15/23. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 7,000. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |