GARDIKES FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: GARDIKES FAMILY FOUNDATION INC (EIN 20-0536787)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202313189349103346
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T14:45:41-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	310796034	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FLAGEL HUBER FLAGEL	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3400 SOUTH DIXIE DRIVE	AddressLine1Txt
City	DAYTON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45439	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	200536787	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GARDIKES FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GARD	BusinessNameControlTxt
Phone	9419668836	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	546 DOVE POINTE	AddressLine1Txt
City	OSPREY	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34229	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ARTHUR GARDIKES	PersonNm
Person Title	PSTD	PersonTitleTxt
Phone	9419668836	PhoneNum
Signature	2023-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ARTHUR	PersonFirstNm
Person Last	GARDIKES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH M GORDON CPA	PreparerPersonNm
PTIN	P00235515	PTIN
Phone	9372993400	PhoneNum

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	$259,465	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	$3,752	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,752	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$12,691	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$21,548	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$12,691	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$16,443	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,443	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
Accounting Fees Rev And Expnss	$1,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$235	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$47	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$185	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,467	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,575	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,575	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$16,042	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$14,575	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$401	ExcessRevenueOverExpensesAmt
Net Investment Income	$16,443	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	-$6,725	CashBOYAmt
Cash EOY	$2,533	CashEOYAmt
Cash EOYFMV	$2,533	CashEOYFMVAmt
Corporate Stock BOY	$149,399	CorporateStockBOYAmt
Corporate Stock EOY	$140,582	CorporateStockEOYAmt
Corporate Stock EOYFMV	$243,361	CorporateStockEOYFMVAmt
Other Investments BOY	$9,902	OtherInvestmentsBOYAmt
Other Investments EOY	$9,862	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$13,571	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$152,576	TotalAssetsBOYAmt
Total Assets EOY	$152,977	TotalAssetsEOYAmt
Total Assets EOYFMV	$259,465	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$152,576	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$152,977	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$152,576	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$152,977	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$152,576	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$152,977	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$152,576	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$401	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$152,977	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$152,977	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
105 SHARES OF APPLE	P	2017-08-25	2022-12-31	$16,498	$4,208	$12,290	$12,290
125 SHARES OF SCHOLASTIC CORP	P	2021-10-13	2022-11-29	$4,996	$4,609	$387	$387
SPDR GOLD TRUST	P	2019-02-12	2022-12-31	$54	$40	$14	$14

Field	Value	IRS element (for citing)
Capital Gain Net Income	$12,691	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$229	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$229	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$229	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$229	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	0	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	ARTHUR GARDIKES MD	IndividualWithBooksNm
Phone	9419668836	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	546 DOVE POINTE	AddressLine1Txt
City	OSPREY	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34229	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
ARTHUR GARDIKES MD
546 DOVE POINTE	OSPREY	FL	34229	PRESIDENT/SECRETARY/TREAS.	0.00	$0	$0	$0
JOHN W WEST III
5602 MARQUESAS CIRCLE STE 212	SARASOTA	FL	34233	DIRECTOR	0.00	$0	$0	$0
PETER J GARDIKES
6756 MASEFIELD ST	WORTHINGTON	OH	43085	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$306,748	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,919	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$312,667	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$312,667	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,690	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$307,977	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$15,399	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$15,399	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$229	TaxBasedOnInvestmentIncomeAmt
Total Tax	$229	TotalTaxAmt
Distributable Before Adj	$15,170	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$15,170	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$15,170	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,575	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$14,575	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$15,170	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,548	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$3,170	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$3,943	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,297	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$106	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$13,064	TotalExcessDistributionCyovAmt
Qualifying Distributions	$14,575	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$14,575	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$595	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$595	ExcessDistributionCyovAppCYAmt
Total Corpus	$12,469	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	$1,953	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$10,516	ExcessDistriCyovToNextYrAmt
Excess From Year4	$3,170	ExcessFromYear4Amt
Excess From Year3	$3,943	ExcessFromYear3Amt
Excess From Year2	$3,297	ExcessFromYear2Amt
Excess From Year1	$106	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ARTHUR GARDIKES MD	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AIR FORCE MUSEUM FOUNDATION INC
PO BOX 1903	WRIGHT PATTERSON AFB	OH	45433	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL, SUPPORT	$250
ALL FAITHS FOOD BANK OF SARASOTA FL
8171 BLAIKIE CT	SARASOTA	FL	34240	N/A	OTHER PUBLIC CHARITY	PROVIDE GOODS & SERVICE TO THE POOR	$1,500
ANNUNCIATION GREEK ORTHODOX CATHEDRAL
555 N HIGH ST	COLUMBUS	OH	43215	N/A	OTHER PUBLIC CHARITY	CHRISTIAN PARRISH SUPPORT	$2,500
CLASSICAL WSMR
4202 E FOWLER AVE	TAMPA	FL	33620	N/A	OTHER PUBLIC CHARITY	PUBLIC BROADCASTING SUPPORT	$300
DISABLED AMERICAN VETERANS
PO BOX 14301	CINCINNATI	OH	45250	N/A	OTHER PUBLIC CHARITY	SUPPORT OF DISABLED VETERANS	$150
HEIFER INTERNATIONAL
PO BOX 8058	LITTLE ROCK	AR	72203	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$600
INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS
PO BOX 97330	WASHINGTON	DC	20077	N/A	OTHER PUBLIC CHARITY	PROVIDE GOODS & FOOD TO POOR	$500
JOHN AND MABLE RINGLING MUSEUM OF ART
5401 BAY SHORE RD	SARASOTA	FL	34243	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DR	CLARKSBURG	MD	20871	N/A	OTHER PUBLIC CHARITY	HEALTHCARE RESEARCH FUNDING	$100
MARIE SELBY BOTANICAL GARDEN
811 SOUTH PALM AVE	SARASOTA	FL	34236	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
NATIONAL AUDUBON SOCIETY
225 VARICK ST 7TH FLOOR	NEW YORK	NY	10014	N/A	OTHER PUBLIC CHARITY	SUPPORT WILDLIFE CONSERVATION	$125
NATIONAL WILDLIFE FEDERATION
PO BOX 1583	MERRIFIELD	VA	22116	N/A	OTHER PUBLIC CHARITY	EDUCATION	$250
ORTHODOX CHRISTIAN MISSION
220 MASON MANATEE WAY	ST AUGUSTINE	FL	32086	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$1,300
SALVATION ARMY
PO BOX 1505	VENICE	FL	34284	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$1,000
SHRINER'S HOSPITAL FOR CHILDREN
PO BOX 1510	RANSON	WV	25438	N/A	OTHER PUBLIC CHARITY	HELP FUND HEALTHCARE NEEDS	$100
ST BARBARA GREEK ORTHODOX CHURCH
7671 LOCKWOOD RIDGE RD	SARASOTA	FL	34239	N/A	OTHER PUBLIC CHARITY	CHRISTIAN PARRISH SUPPORT	$3,000
ST JOSEPH'S INDIAN SCHOOL
PO BOX 326	CHAMBERLAIN	SD	57326	N/A	OTHER PUBLIC CHARITY	EDUCATION	$35
ST JUDE CHILDRENS HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	N/A	OTHER PUBLIC CHARITY	HELP FUND HEALTHCARE NEEDS	$1,500
ST STEPHENS INDIAN MISSION FOUNDATION
PO BOX 278	ST STEPHENS	WY	82524	N/A	OTHER PUBLIC CHARITY	TEACH AND MINISTER TO POOR	$250
VFW
406 W 34TH STREET	KANSAS CITY	MO	64111	N/A	OTHER PUBLIC CHARITY	SUPPORT OF VETERANS	$100
WOODLAND CEMETERY ARBORETUM
118 WOODFORD AVE	DAYTON	OH	45409	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800	WASHINGTON	DC	20024	N/A	OTHER PUBLIC CHARITY	EDUCATIONAL SUPPORT	$250
CONSUMER REPORTS
101 TRUMAN AVENUE	YONKERS	NY	10703	N/A	OTHER PUBLIC CHARITY	SUPPORT TO INDEPENDENT PRODUCT TESTING	$15

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,575	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,752	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$12,691	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,752	ExclusionAmt
Related Or Exempt Function Incm	$12,691	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,443	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
4	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)
8	INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3)

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	TAX PREPARATION FEES	CategoryTxt
Amt	$1,000	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	$140,582	EOYBookValueAmt
EOYFMV	$243,361	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	MUTUAL FUNDS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$9,862	BookValueAmt
EOYFMV	$13,571	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	ANNUAL FOUNDATION FEE TO FLORIDA	Desc
Revenue And Expenses Per Books	$185	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES - MERRILL LYNCH	CategoryTxt
Amt	$235	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL INCOME TAXES	CategoryTxt
Amt	$47	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt