MICHAEL & ROBIN LALLY FOUNDATION CORP: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ROBIN LALLY FOUNDATION CORP (EIN 86-1421679)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202511209349102276
- Schema version
- 2023v6.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T16:04:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710817652 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 W 8TH STREET | AddressLine1Txt |
| City | YUMA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861421679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & ROBIN LALLY FOUNDATION CORP | BusinessNameLine1Txt |
| Business Name Line2 | DBA FORWARD FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 5133245230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 PONCE DE LEON BLVD 301 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN LALLY | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5133245230 | PhoneNum |
| Signature | 2025-04-30 | 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 | MICHELE STRANDBERG | PreparerPersonNm |
| PTIN | P01502455 | PTIN |
| Phone | 9287829831 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,113,134 | 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 | $25,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $366,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $976,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $366,625 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $391,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,766 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $5,919 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,348 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $394,240 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,903 | CashBOYAmt |
| Cash EOY | $50,000 | CashEOYAmt |
| Cash EOYFMV | $50,000 | CashEOYFMVAmt |
| Corporate Stock BOY | $639,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $565,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,063,134 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $653,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $615,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,113,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $653,332 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $615,510 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $615,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $615,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $615,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $615,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY SHORT TERM GAINS | D | 2023-01-01 | 2023-12-31 | $98,633 | $69,653 | $28,980 | $28,980 |
| MORGAN STANLEY LONG TERM GAINS | D | 2018-10-08 | 2023-12-31 | $877,701 | $540,056 | $337,645 | $337,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $366,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102 | 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 | $102 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $178 | EsPenaltyAmt |
| Tax Due | $5,522 | 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 | Yes (1) | 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 | ROBIN LALLY | IndividualWithBooksNm |
| Phone | 7274895885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33756 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL LALLY | ||||||||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBIN LALLY | ||||||||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | PRESIDENT/TREASURER | 6.00 | $0 | $0 | $0 |
| DORIS LALLY | ||||||||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BLACK AMERICAN ENGINEERING SCHOLARSHIP AWARD $128,629 - A NATIONAL PROGRAM DESIGNED TO INCREASE THE REPRESENTATION OF BLACK STUDENTS IN THE ENGINEERING FIELD BY PROVIDING TARGETED FINANCIAL ASSISTANCE, MENTORSHIP, AND CAREER DEVELOPMENT SUPPORT. STUDENTS ARE ELIGIBLE TO RECEIVE UP TO $10,000 PER ACADEMIC YEAR IN SCHOLARSHIP FUNDING AND ARE PAIRED WITH A PROFESSIONAL MENTOR IN THE ENGINEERING INDUSTRY FOR GUIDANCE AND SUPPORT. AS OF THE END OF 2023, THE PROGRAM HAD SUPPORTED MORE THAN 25 STUDENTS ENROLLED IN ACCREDITED ENGINEERING PROGRAMS ACROSS THE UNITED STATES. TOTAL PROGRAM EPENDITURES ALSO INCLUDE THE MENTORSHIP GRANT PROGRAM, WHICH ENABLES EACH MENTOR TO DIRECT A $2,500 GRANT TO A NONPROFIT OR EDUCATIONAL INSTITUTION OF THEIR CHOICE. THE FOUNDATION SUPPORTED THIS INITIATIVE AS PART OF ITS BROADER COMMITMENT TO PROMOTING EDUCATIONAL EQUITY AND EXPANDING ACCESS TO STEM CAREERS FORM UNDERREPRESENTED COMMUNITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | BEACH ACCESSIBILITY INITIATIVE $52,101 - THE FOUNDATION OPERATES THE BEACH ACCESSIBILITY INITIATIVE TO IMPROVE PUBLIC ACCESS FOR INDIVIDUALS WITH MOBILITY CHALLENGES. IN PARTNERSHIP WITH PASCO COUNTY, THE FOUNDATION FUNDED THE INSTALLATION OF FIVE MOBILITY MATS AT PUBLIC PARKS AND BEACHES, INCLUDING MOON LAKE PARK, ANCLOTE RIVER PARK, ROBERT K. REES MEMORIAL PARK, AND ROBERT J. STRICKLAND MEMORIAL PARK. IN PINELLAS COUNTY, THE FOUNDATION FUNDED THE INSTALLATIONOF A 372-FOOT MOBILITY MAT AT SAND KEY BEACH, ONE OF THE MOST FREQUENTLY VISITED BEACHES IN THE TAMPA BAY AREA. THESE ADA-COMPLIANT MOBI-MATS CREATE ACCESSIBLE PATHWAYS ACROSS SANDY TERRAIN FOR INDIVIDUALS USING WHEELCHAIRS, WALKERS, OR STROLLERS. THIS INITIATIVE REFLECTS THE FOUNDATION'S COMMITTMENT TO PROMOTING INCLUSION AND IMPROVING ACCESSIBILITY IN OUTDOOR PUBLIC SPACES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | PITIFUL PAWS RESCUE $51,380 - LOCATED IN CHESAPEAKE, OH, IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO THE RESCUE, REHABILITATION, AND ADOPTION SERVICES FOR ABANDONED, NEGLECTED, AND ABUSED DOGS. SERVING A RURAL REGION WITH A LIMITED SHELTER ACCESS, THE ORGANIZATION OFFERS MEDICAL CARE, EMOTIONAL SUPPORT, AND PLACEMENT INTO PERMANENT HOMES. THE FOUNDATION PROVIDED FUNDING IN SUPPORT OF ITS ANIMAL WELFARE EFFORTS IN UNDERSERVED COMMUNITIES. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | JOHNS PASS RESCUE $49,120 - LOCATED IN MADEIRA BEACH, FL, IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO THE RESCUE, REHABILITATION, AND LONG-TERM CARE OF EXOTIC AND MARINE WILDLIFE. THE ORGANIZATION ALSO PROVIDES PUBLIC EDUCATION PROGRAMS TO PROMOTE CONSERVATION AWARENESS AND RESPONSIBLE PET OWNERSHIP. FOLLOWING A CATASTROPHIC FIRE IN 2023 THAT DESTROYED ITS PRIMARY FACILITY, THE FOUNDATION PROVIDED FINANCIAL ASSISTANCE TO SUPPORT THE ORGANIZATION'S REBUILDING EFFORTS AND CONTINUED MISSION DELIVERY. | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $1,179,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,238,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,238,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,219,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,446 | TotalTaxAmt |
| Distributable Before Adj | $55,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $394,240 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $394,240 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $172,684 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,272 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $353,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $394,240 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,709 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $692,665 | 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 | $692,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $172,684 | ExcessFromYear2Amt |
| Excess From Year1 | $181,272 | ExcessFromYear1Amt |
| Excess From Current Year | $338,709 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PITIFUL PAWS RESCUE | |||||||
| 64 PRIVATE DR 1464 | CHESAPEAKE | OH | 45619 | EOF | UNRESTRICTED GRANT | $51,380 | |
| JOHNS PASS RESCUE | |||||||
| 12969 VILLAGE BLVD | MADEIRA BEACH | FL | 33708 | EOF | UNRESTRICTED GRANT | $49,120 | |
| PASTURE VALLEY CHILDRENS MISSIONS | |||||||
| PO BOC 1665 | ROLLA | MO | 65402 | EOF | UNRESTRICTED GRANT | $24,500 | |
| ST PAUL UNITED METHODIST | |||||||
| 9372 NY-240 | WEST VALLEY | NY | 14171 | EOF | UNRESTRICTED GRANT | $2,500 | |
| KAIZEN FOUNDATION NC | |||||||
| PO BOX 79386 | CHARLOTTE | NC | 28271 | EOF | UNRESTRICTED GRANT | $1,250 | |
| RAISING RELIEF FOUNDATION | |||||||
| 2840 W BAY DR | LARGO | FL | 33779 | EOF | UNRESTRICTED GRANT | $35,000 | |
| ST JOHNS EPISCOPAL CHURCH | |||||||
| 1676 S BELCHER RD | CLEARWATER | FL | 33764 | EOF | UNRESTRICTED GRANT | $2,500 | |
| TSU FOUNDATION | |||||||
| 3500 JOHN A MERRITT BOULEVARD | NASHVILLE | TN | 37209 | EOF | UNRESTRICTED GRANT | $2,500 | |
| PINELLAS COUNTY | |||||||
| 333 CHESTNUT ST | CLEARWATER | FL | 33756 | EOF | UNRESTRICTED GRANT | $23,060 | |
| PASCO COUNTY BOARD OF COUNTY COMMISIONERS | |||||||
| 8731 CITIZENS DRIVE | NEW PORT RICHEY | FL | 34654 | EOF | UNRESTRICTED GRANT | $29,041 | |
| AUTISM SPEAKS | |||||||
| PO BOX 37148 | BOONE | IA | 500370148 | EOF | UNRESTRICTED GRANT | $2,500 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | EOF | UNRESTRICTED GRANT | $15,000 | |
| CHRISTIAN VETERINARY MISSION | |||||||
| 19031 33RD AVE W | LYNNWOOD | WA | 98036 | EOF | UNRESTRICTED GRANT | $2,500 | |
| CITY OF TARPON SPRINGS | |||||||
| 324 E PINE STREET | TARPON SPRINGS | FL | 34689 | EOF | UNRESTRICTED GRANT | $6,010 | |
| CONCUSSION LEGACY FOUNDATION INC | |||||||
| 361 NEWBURY STREET 5TH FLOOR | BOSTON | MA | 02115 | EOF | UNRESTRICTED GRANT | $10,000 | |
| FAMILY EQUALITY | |||||||
| 475 PARK AVENUE SOUTH SUITE 2100 | NEW YORK | NY | 10016 | EOF | UNRESTRICTED GRANT | $10,000 | |
| BETTER HEALTHCARE FOR AFRICA | |||||||
| 688 JONSOL COURT | GAHANNA | OH | 432303116 | EOF | UNRESTRICTED GRANT | $2,500 | |
| FORT MILL CARE CENTER INC | |||||||
| PO BOX 1401 | FORT MILL | SC | 297161401 | EOF | UNRESTRICTED GRANT | $1,250 | |
| GEORGETOWN HERITAGE | |||||||
| 1000 POTOMAC STREET | WASHINGTON | DC | 20007 | EOF | UNRESTRICTED GRANT | $10,000 | |
| GREATER THAN TECH | |||||||
| 6608 EL CAJON BLVD | SAN DIEGO | CA | 92115 | UNRESTRICTED GRANT | $2,500 | ||
| JUNIOR ACHIEVEMENT USA | |||||||
| ONE EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | EOF | UNRESTRICTED GRANT | $2,500 | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | |||||||
| 323 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | EOF | UNRESTRICTED GRANT | $2,500 | |
| ASHEBORO HIGH SCHOOL | |||||||
| 1221 S PARK ST | ASHEBORO | NC | 27203 | EOF | SCHOLARSHIPS | $10,000 | |
| CAPE CORAL HIGH SCHOOL | |||||||
| 2300 SANTA BARBARA BLVD | CAPE CORAL | FL | 33991 | EOF | SCHOLARSHIP | $10,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | EOF | SCHOLARSHIPS | $1,709 | |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | EOF | SCHOLARSHIPS | $10,000 | |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | EOF | SCHOLARSHIPS | $10,000 | |
| FORDHAM UNIVERSITY | |||||||
| 113 W 60TH STREET | NEW YORK | NY | 10023 | EOF | SCHOLARSHIPS | $5,000 | |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| NORTH AVE NW | ATLANTA | GA | 30332 | EOF | SCHOLARSHIPS | $15,343 | |
| HARVEY MUDD COLLEGE | |||||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | EOF | SCHOLARSHIPS | $3,235 | |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH ST NW | WASHINGTON | DC | 20059 | EOF | SCHOLARSHIPS | $2,500 | |
| NEW YORK UNIVERSITY | |||||||
| NEW YORK UNIVERSITY | NEW YORK | NY | 10012 | EOF | SCHOLARSHIPS | $4,519 | |
| NORTH CAROLINA AGRICULTURAL & TECHNICAL STATE UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | EOF | SCHOLARSHIPS | $7,000 | |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 10 WATAUGA CLUB DRIVE 121 PEELE | RALEIGH | NC | 27607 | EOF | SCHOLARSHIPS | $5,000 | HALL |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 110 SPROUL HALL 5800 | BERKELEY | CA | 947205800 | EOF | SCHOLARSHIPS | $760 | |
| UNIVERSITY OF MISSOURI | |||||||
| 230 JESSE HALL | COLUMBIA | MO | 65211 | EOF | SCHOLARSHIPS | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | EOF | SCHOLARSHIPS | $8,288 | |
| VIRIGNIA COMMONWEALTH UNIVERSITY | |||||||
| 907 FLOYD AVE | RICHMOND | VA | 23284 | EOF | SCHOLARSHIPS | $5,000 | |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 99225 | EOF | SCHOLARSHIPS | $2,775 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,240 | 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 | $25,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $366,625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $391,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,766 | 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 | CategoryTxt |
| Amt | $4,655 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $565,510 | EOYBookValueAmt |
| EOYFMV | $1,063,134 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCHOLARSHIP ADMIN EXPENSE | $17,975 | $0 | $0 |
| OFFICE EXPENSES | $428 | $0 | $0 |
| FLORIDA CORP FEE | $35 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANT | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $3,836 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |