DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349103002
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:22:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL RD STE 495 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | 200068099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS M CARTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW ROSIN | InCareOfNm |
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 9413592604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 Hillview st | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Rosin | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 9413592604 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Andrew | PersonFirstNm |
| Person Last | Rosin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00474326 | PTIN |
| Phone | 7036840600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $4,148,385 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,989 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $304,163 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $304,163 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $225,827 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,839 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $880,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $294,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,152 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,067 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $43,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,065 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,112 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,112 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,271 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $125,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,144 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $865,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $803,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,039,245 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $633,394 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $709,708 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,491,400 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $589,226 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,945,239 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,902,174 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,213,288 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,589,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,606,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,148,385 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,589,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,606,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,589,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,606,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,589,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,606,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,589,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,042 | OtherIncreasesAmt |
| Subtotal | $3,606,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,606,050 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2022-12-31 | $880,127 | $934,092 | -$53,965 | -$53,965 |
| CAPITAL GAIN DIVIDENDS | P | $2,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,344 | SubtotalAmt |
| Tax Based On Investment Income | $3,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,956 | OverpaymentAmt |
| Applied To ES Tax | $2,956 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW ROSIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413592604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 HILLVIEW ST | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| andrew rosin | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | trustee | 0 | $16,000 | $0 | $0 |
| nicole c nicholas | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | co-trustee | 0 | $0 | $0 | $0 |
| robert carter nicholas | ||||||||
| 1966 hillview st | sarasota | FL | 34239 | co-trustee | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,740,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,810,680 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,795,288 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,795,288 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,723,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,344 | TotalTaxAmt |
| Distributable Before Adj | $232,824 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $232,824 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $232,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,192 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $169,192 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $560 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,192 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $169,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $560 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $560 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,072 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| children's guardian fund | |||||||
| po box 49722 | sarasota | FL | 34230 | n/a | PC | tutoring | $15,000 |
| sparcc sarasota | |||||||
| 2139 main st | sarasota | FL | 34237 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Johns Hopkins All Children's Hospital | |||||||
| 500 Seventh Ave | St Petersburg | FL | 33701 | N/A | PC | Benjamin Gilkey Fund | $5,000 |
| all faiths food bank | |||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | n/a | PC | general support | $20,000 |
| safe children coalition | |||||||
| 1834 Mani St | Sarasota | FL | 34234 | n/a | PC | general support | $10,000 |
| Heart Math Tutoring | |||||||
| PO Box 30623 | Charlotte | NC | 28230 | N/a | PC | general fund | $10,000 |
| Florida Oceanography Society | |||||||
| 890 NE Ocean Blvd | Stuart | FL | 34996 | N/a | PC | general fund | $10,000 |
| Brevard Zoo | |||||||
| 8225 N Wockhamn Rd | Melbourne | FL | 32940 | N/A | PC | General support | $27,000 |
| JFCS | |||||||
| 2688 Fruitville Rd | Sarasota | FL | 34236 | N/A | PC | general support | $10,000 |
| Marie Selby Botanical Gardens | |||||||
| 811 S Palm AVe | Sarasota | FL | 34236 | N/A | PC | general support | $10,000 |
| Sarasota Orchestra | |||||||
| 709 n Tamiami Trail | Sarasota | FL | 34236 | n/a | PC | general support | $15,000 |
| WOmen FOrward Int'l | |||||||
| 2022 L STreet NW | Washington | DC | 20036 | n/a | PC | general support | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $225,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,977 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF 990-PF | CategoryTxt |
| Amt | $4,160 | Amt |
| Net Investment Income | $2,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,080 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BLDG | 2009-04-19 | $1,671,205 | $544,557 | M39 | $42,850 |
| LAND | 2009-04-19 | $811,795 | L | ||
| AC UNIT | 2014-07-29 | $8,400 | $1,604 | M39 | $215 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR IBONDS 23 TRMS TS | $62,178 | $62,244 |
| ISHARES TR FLTG RATE | $391,693 | $391,685 |
| ISHARES IBONDS | $134,536 | $130,209 |
| ISHARES TIPS BOND ETF | $0 | $0 |
| ISHARES TR BLACKROCK ULTRA | $0 | $0 |
| ISHARES 0-5 YEAR TIPS BOND ETF | $0 | $0 |
| ISHARES TR IBOND DEC 2026 TERM | $65,163 | $64,609 |
| ISHARES TR IBONDS 24 TERM TS | $60,754 | $60,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARBRIDGE LARGE CAP GRTH | $29,043 | $28,525 |
| EQUITY ETP'S | $774,365 | $1,010,720 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| RENTAL - INSURANCE | $2,508 | |
| RENTAL - TAXES | $30,781 | |
| RENTAL - BUSINESS LICENSE | $1,982 | |
| MISC | ||
| Rent and Royalty Expense | $35,271 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | insurance payment | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX REPORTING DIFFERENCE | Desc |
| Amt | $5,042 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER/ADVISOR | CategoryTxt |
| Amt | $17,067 | Amt |
| Net Investment Income | $17,067 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990PF TAXES | $7,640 | |
| FOREIGN TAX PAID | $103 | $103 |