MICHAEL & ROBIN LALLY FOUNDATION CORP: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ROBIN LALLY FOUNDATION CORP (EIN 86-1421679)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349100830
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T07:38:36-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161468002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIAMPOU TRAVIS BESAW & KERSHNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BRYANT WOODS NORTH | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | MICHAEL LALLY | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 5133245230 | PhoneNum |
| Signature | 2023-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | LALLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA LAROUSSI | PreparerPersonNm |
| PTIN | P01257512 | PTIN |
| Phone | 7166302400 | PhoneNum |
| Preparation | 2023-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,181,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $954,298 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,219 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,184,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,221 | 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 |
| Other Prof Fees Rev And Expnss | $6,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,591 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,592 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $264,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $919,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,221 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,621 | CashBOYAmt |
| Cash EOY | $13,903 | CashEOYAmt |
| Cash EOYFMV | $13,903 | CashEOYFMVAmt |
| Corporate Stock BOY | $885,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $639,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,167,541 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $907,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $653,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,181,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $907,986 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $653,332 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $907,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $653,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $907,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $653,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $907,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $919,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,827,524 | SubtotalAmt |
| Other Decreases | $1,174,192 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $653,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY LONG TERM COVERED SECURITIES | PropertyDesc |
| Acquired | 2018-10-08 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $246,259 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,040 | CostOrOtherBasisAmt |
| Gain Or Loss | $230,219 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $230,219 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | 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 | $3,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $102 | OverpaymentAmt |
| Applied To ES Tax | $102 | 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 | 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 | Yes (1) | 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 | 5133245230 | 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 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBIN LALLY | ||||||||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | CO-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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $669,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $935,997 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,626,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,626,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,602,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,200 | TotalTaxAmt |
| Distributable Before Adj | $76,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,921 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,193 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $172,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $181,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $353,956 | 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 | $353,956 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $172,684 | ExcessFromYear1Amt |
| Excess From Current Year | $181,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARC CENTER FOR DISABILITIES | |||||||
| 3190 TYRONE BOULEVARD NORTH | ST PETERSBURG | FL | 33710 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $20,000 |
| ST PAUL UNITED METHODIST | |||||||
| 9372 NY-240 | WEST VALLEY | NY | 14171 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $1,200 |
| JOHNS PASS RESCUE | |||||||
| 12969 VILLAGE BLVD | MADEIRA BEACH | FL | 33708 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $500 |
| CITY OF MADERIA BEACH | |||||||
| 300 MUNICIPAL DR | MADEIRA BEACH | FL | 33708 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $5,688 |
| PASTURE VALLEY CHILDREN MISSIONS | |||||||
| PO BOX 1665 | ROLLA | MO | 65402 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $21,815 |
| CITY OF MADERIA BEACH | |||||||
| 300 MUNICIPAL DR | MADEIRA BEACH | FL | 33708 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $80 |
| PITIFUL PAWS RESCUE | |||||||
| 64 PRIVATE DR 1464 | CHESAPEAKE | OH | 45619 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $12,500 |
| SPCA TAMPA BAY | |||||||
| 9099 130TH AVE N | LARGO | FL | 33773 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $10,000 |
| PASTURE VALLEY CHILDREN MISSIONS | |||||||
| PO BOX 1665 | ROLLA | MO | 65402 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $23,050 |
| PITIFUL PAWS RESCUE | |||||||
| 64 PRIVATE DR 1464 | CHESAPEAKE | OH | 45619 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $7,500 |
| CITY OF ST PETE BEACH | |||||||
| 155 COREY AVENUE | ST PETE BEACH | FL | 33706 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $17,318 |
| PASTURE VALLEY CHILDREN MISSIONS | |||||||
| PO BOX 1665 | ROLLA | MO | 65402 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $10,000 |
| DISABILITY FITNESS FOUNDATION | |||||||
| 12651 RACE TRACK ROAD | TAMPA | FL | 33626 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $2,500 |
| KAIZEN FOUNDATION NC | |||||||
| PO BOX 79386 | CHARLOTTE | NC | 28271 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $2,500 |
| PROJECT LEAD THE WAY | |||||||
| 3939 PRIORITY WAY SOUTH DR STE 400 | INDIANAPOLIS | IN | 46240 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $2,500 |
| SAYVA INC | |||||||
| 3162 ARIANA DR | OAKTON | VA | 22124 | NONE | TAX EXEMPT | UNRESTRICTED GRANT | $500 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL | CLEMSON | SC | 29634 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| NORTH AVE NW | ATLANTA | GA | 30332 | NONE | TAX EXEMPT | SCHOLARSHIP | $718 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | TAX EXEMPT | SCHOLARSHIP | $4,818 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 99225 | NONE | TAX EXEMPT | SCHOLARSHIP | $2,375 |
| FORDHAM UNIVERSITY | |||||||
| 113 W 60TH STREET | NEW YORK | NY | 10023 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| UNC ASHEVILLE | |||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 28804 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,805 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 99225 | NONE | TAX EXEMPT | SCHOLARSHIP | $1,253 |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,937 |
| NEW YORK UNIVERSITY | |||||||
| NEW YORK UNIVERSITY | NEW YORK | NY | 10012 | NONE | TAX EXEMPT | SCHOLARSHIP | $2,568 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| NORTH AVE NW | ATLANTA | GA | 30332 | NONE | TAX EXEMPT | SCHOLARSHIP | $1,257 |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||
| 907 FLOYD AVE | RICHMOND | VA | 23284 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| VIRGINIA TECH | |||||||
| 925 PRICES FORK ROAD | BLACKSBURG | VA | 24060 | NONE | TAX EXEMPT | SCHOLARSHIP | $2,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURG | PA | 15213 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | |||||||
| 323 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,093 |
| UNC ASHEVILLE | |||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 28804 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 99225 | NONE | TAX EXEMPT | SCHOLARSHIP | $1,253 |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||
| 907 FLOYD AVE | RICHMOND | VA | 23284 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | |||||||
| 323 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| FLORIDA STATE UNIVERSITY | |||||||
| 600 W COLLEGE AVE | TALLAHASSEE | FL | 32306 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,937 |
| NEW YORK UNIVERSITY | |||||||
| NEW YORK UNIVERSITY | NEW YORK | NY | 10012 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,913 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURG | PA | 15213 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| FORDHAM UNIVERSITY | |||||||
| 113 W 60TH STREET | NEW YORK | NY | 10023 | NONE | TAX EXEMPT | SCHOLARSHIP | $5,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| NORTH AVE NW | ATLANTA | GA | 30332 | NONE | TAX EXEMPT | SCHOLARSHIP | $3,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,501 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,221 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (44 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DORIS LALLY | |||||||
| 1 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $10,000 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 2 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $14,402 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 3 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $14,625 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 4 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $37,944 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 5 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $10,326 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 6 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $10,452 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 7 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $6,418 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 8 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $11,746 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 9 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $8,300 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 10 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $9,011 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 11 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $33,415 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 12 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $35,678 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 13 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $17,370 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 14 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $8,266 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 15 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $11,292 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 16 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $10,523 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 17 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $22,670 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 18 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $51,518 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 19 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $16,528 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 20 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $22,736 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 21 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $50,627 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 22 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $20,148 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 23 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $32,005 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 24 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $9,332 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 25 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $6,735 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 26 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $43,887 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 27 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $10,202 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 28 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $41,087 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 29 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $39,381 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 30 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $32,415 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 31 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $14,785 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 32 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $12,955 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 33 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $37,788 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 34 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $19,086 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 35 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $23,493 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 36 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $15,586 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 37 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $17,587 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 38 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $13,504 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 39 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $28,428 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 40 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $19,412 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 41 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $14,390 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 42 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $11,130 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 43 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $28,148 | Yes (X) | |
| MICHAEL AND ROBIN LALLY | |||||||
| 44 | 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 | $48,967 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (43 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 188 SHARES OF AAON INC STOCK | $14,402 | 2022-12-28 |
| 3 | 55 SHARES OF ACCENTURE PLC IRELAND CL A STOCK | $14,625 | 2022-12-28 |
| 4 | 114 SHARES OF ADOBE INC STOCK | $37,944 | 2022-12-28 |
| 5 | 109 SHARES OF APPLIED MATERIALS INC STOCK | $10,326 | 2022-12-28 |
| 6 | 19 SHARES OF BROADCOM INC STOCK | $10,452 | 2022-12-28 |
| 7 | 170 SHARES OF AXOS FINL INC STOCK | $6,418 | 2022-12-28 |
| 8 | 173 SHARES OF ASTRAZENECA PLC ADR STOCK | $11,746 | 2022-12-28 |
| 9 | 3481 SHARES OF COUNTRY GARDEN SVCS HLDGS ADR STOCK | $8,300 | 2022-12-28 |
| 10 | 27 SHARES OF CIGNA CORP STOCK | $9,011 | 2022-12-28 |
| 11 | 554 SHARES OF COPART INC STOCK | $33,415 | 2022-12-28 |
| 12 | 163 SHARES OF CHARLES RIVER LABS INTL INC STOCK | $35,678 | 2022-12-28 |
| 13 | 253 SHARES OF DESCARTES SYSTEMS GROUP INC STOCK | $17,370 | 2022-12-28 |
| 14 | 16 SHARES OF ELEVANCE HEALTH INC STOCK | $8,266 | 2022-12-28 |
| 15 | 72 SHARES OF EATON CORP PLC SHS STOCK | $11,292 | 2022-12-28 |
| 16 | 311 SHARES OF EVO PMTS INC CL A STOCK | $10,523 | 2022-12-28 |
| 17 | 227 SHARES OF EXPONENT INC STOCK | $22,670 | 2022-12-28 |
| 18 | 84 SHARES OF FAIR ISAAC & CO INC STOCK | $51,518 | 2022-12-28 |
| 19 | 184 SHARES OF FOX FACTORY HOLDING CORP STOCK | $16,528 | 2022-12-28 |
| 20 | 260 SHARES OF ALPHABET INC CL C STOCK | $22,736 | 2022-12-28 |
| 21 | 582 SHARES OF ALPHABET INC CL A STOCK | $50,627 | 2022-12-28 |
| 22 | 298 SHARES OF HDFC BANK LTD ADR STOCK | $20,148 | 2022-12-28 |
| 23 | 438 SHARES OF INTERACTIVE BROKERS GROUP CL A STOCK | $32,005 | 2022-12-28 |
| 24 | 259 SHARES OF KEURIG DR PEPPER INC COM STOCK | $9,332 | 2022-12-28 |
| 25 | 152 SHARES OF LEMAITRE VASCULAR INC STOCK | $6,735 | 2022-12-28 |
| 26 | 205 SHARES OF LPL FINL HLDGS INC COM STOCK | $43,887 | 2022-12-28 |
| 27 | 511 SHARES OF MARTEN TRANSPORT LTD STOCK | $10,202 | 2022-12-28 |
| 28 | 173 SHARES OF NORDSON CP STOCK | $41,087 | 2022-12-28 |
| 29 | 141 SHARES OF NETFLIX INC STOCK | $39,381 | 2022-12-28 |
| 30 | 278 SHARES OF NIKE INC B STOCK | $32,415 | 2022-12-28 |
| 31 | 107 SHARES OF NOVANTA INC STOCK | $14,785 | 2022-12-28 |
| 32 | 127 SHARES OF PHILIP MORRIS INTL INC STOCK | $12,955 | 2022-12-28 |
| 33 | 125 SHARES OF POOL CORP STOCK | $37,788 | 2022-12-28 |
| 34 | 92 SHARES OF RBC BEARINGS INC STOCK | $19,086 | 2022-12-28 |
| 35 | 637 SHARES OF ROLLINS INC STOCK | $23,493 | 2022-12-28 |
| 36 | 189 SHARES OF CHARLES SCHWAB NEW STOCK | $15,586 | 2022-12-28 |
| 37 | 333 SHARES OF SCHLUMBERGER LTD STOCK | $17,587 | 2022-12-28 |
| 38 | 164 SHARES OF BIO-TECHNE CORP STOCK | $13,504 | 2022-12-28 |
| 39 | 337 SHARES OF TERADYNE INC STOCK | $28,428 | 2022-12-28 |
| 40 | 259 SHARES OF THOR INDUSTRIES INC STOCK | $19,412 | 2022-12-28 |
| 41 | 154 SHARES OF TEXAS ROADHOUSE INC CL A STOCK | $14,390 | 2022-12-28 |
| 42 | 89 SHARES OF VALERO ENERGY CP DELA NEW STOCK | $11,130 | 2022-12-28 |
| 43 | 98 SHARES OF VERTEX PHARMACEUTICALS STOCK | $28,148 | 2022-12-28 |
| 44 | 666 SHARES OF BERKLEY W R CORP STOCK | $48,967 | 2022-12-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $639,429 | EOYBookValueAmt |
| EOYFMV | $1,167,541 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TO ADJUST BALANCE SHEET TO COST BASIS | $839,603 |
| APPRECIATION OVER DONOR'S COST BASIS FOR STOCKS DONATED INTO THE FOUNDATION | $334,589 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA DEPARTMENT OF STATE ANNUAL CORP FEE | $61 | $0 | $61 |
| WEBSITE EXPENSES | $965 | $0 | $965 |
| PROMOTIONS | $4,420 | $0 | $4,420 |
| RECRUITING | $345 | $0 | $345 |
| BANK FEES | $140 | $0 | $140 |
| SUPPLIES | $144 | $0 | $144 |
| MEALS | $100 | $0 | $100 |
| FLORIDA CORP REGISTRATION FEES | $175 | $0 | $175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTEE RESEARCH | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SENECA THE YOUNGER LLC | |||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 |
| DORIS LALLY | |||
| 1180 PONCE DE LEON BLVD | CLEARWATER | FL | 33756 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX PAYMENT | CategoryTxt |
| Amt | $6,789 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |