CHRIS T SULLIVAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS T SULLIVAN FOUNDATION INC (EIN 59-3773382)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-23
- IRS object ID
- 202223279349100702
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- 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 | 2022-11-23T08:18:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593530905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDEE MCKERNAN SCHROEDER WILKERSON & HE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH MACDILL AVE STE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336295218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593773382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS T SULLIVAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 8133217781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 N WESTSHORE BLVD SUITE 750 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS T SULLIVAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8133217781 | PhoneNum |
| Signature | 2022-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRIS | PersonFirstNm |
| Person Last | SULLIVAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT HENDEE | PreparerPersonNm |
| PTIN | P00237330 | PTIN |
| Phone | 8132581177 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,379,655 | 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 |
| Interest On Sav Rev And Expnss | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,385,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,552,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,385,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $124,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,641,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,509,503 | 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 |
| Legal Fees Rev And Expnss | $22,784 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,011 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,773 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $86,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,028 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,028 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,509 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $772,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $772,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $989,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $941,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,652,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,465,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,794,564 | CashBOYAmt |
| Cash EOY | $478,903 | CashEOYAmt |
| Cash EOYFMV | $478,903 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,367,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,367,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,975,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,975,720 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $816,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $816,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $487,641 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,103,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,103,365 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,175,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,637,621 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,637,621 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,558,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,379,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,379,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,558,494 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,379,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,558,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,379,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,558,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,379,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,558,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,652,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $168,867 | OtherIncreasesAmt |
| Subtotal | $7,379,655 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,379,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| BLOOMIN BRANDS | $4,439,134 | $1,594 | $4,437,540 | $4,437,540 | |
| PUBLICY TRADED SECURITIES - RJ 06011 | $513,012 | $588,990 | -$75,978 | -$75,978 | |
| PUBLICY TRADED SECURITIES - RJ 0852 | $515,233 | $472,016 | $43,217 | $43,217 | |
| PUBLICY TRADED SECURITIES - RJ N143 | $84,634 | $103,882 | -$19,248 | -$19,248 | |
| CAPITAL GAINS DIVIDENDS | $167 | $167 | $167 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,385,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $68 | EsPenaltyAmt |
| Overpayment | $2,866 | OverpaymentAmt |
| Applied To ES Tax | $2,866 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CTSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | AVA FORNEY | IndividualWithBooksNm |
| Phone | 8133217775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 N WESTSHORE BLVD SUITE 750 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRIS T SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALEXANDER L SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | VICE PRES/DIRECTOR | 0.10 | $0 | $0 | $0 |
| ASHLEY M SULLIVAN | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | SECRETARY/DIRECTOR | 0.10 | $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 | $2,440,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,969,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,740,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,150,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,150,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,027,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,066 | TotalTaxAmt |
| Distributable Before Adj | $339,327 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $339,327 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $339,327 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $941,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $941,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $339,327 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $707,272 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $386,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $405,584 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $777,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $416,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,693,765 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $941,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $339,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $602,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,296,049 | 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 | $707,272 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,588,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $386,410 | ExcessFromYear4Amt |
| Excess From Year3 | $405,584 | ExcessFromYear3Amt |
| Excess From Year2 | $777,731 | ExcessFromYear2Amt |
| Excess From Year1 | $416,768 | ExcessFromYear1Amt |
| Excess From Current Year | $602,284 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRIS T SULLIVAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A KID'S PLACE | |||||||
| 1715 LITHIA PINECREST RD | BRANDON | FL | 33511 | N/A | PC | TO MEET THE NEEDS OF FOSTER CHILDREN | $3,000 |
| ACADEMY PREP | |||||||
| 1407 E COLUMBUS DR | TAMPA | FL | 33605 | N/A | PC | TO INSPIRE AND EMPOWER STUDENTS QUALIFYING FOR NEED-BASED SCHOLARSHIPS TO BECOME LEADERS | $25,000 |
| CENTER FOR ORGANIZATIONAL RESEARCH AND EDUCATION | |||||||
| 1090 VERMONT AVENUE NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT RESEARCH AND EDUCATION ON ISSUES RELATED TO CONSUMER CHOICES | $50,000 |
| ART INTERNATIONAL TRAINING AND RESESARCH INC | |||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | N/A | PC | TO SUPPORT ACCELERATED RESOLUTION THERAPY FOR THOSE WHO SUFFER FROM PTS AND OTHER PSYCHOLOGICAL TRAUMAS | $64,942 |
| AWESOME CENTER FOR ENTREPRENEURSHIP INC | |||||||
| 348 E MAIN ST | LEXINGTON | KY | 40507 | N/A | PC | TO HELP RAISE AWARENESS OF THE IMPACT OF ENTREPRENEURSHIP IN KENTUCKY | $20,000 |
| BILLY ANDRADE - BRAD FAXON CHARITIES FOR CHILDREN INC | |||||||
| PO BOX 3305 | SOUTH ATTLEBORO | MA | 02703 | N/A | PC | TO SUPPORT CHILDREN'S CHARITIES | $5,000 |
| BOYS & GIRLS CLUBS OF TAMPA BAY | |||||||
| 1307 N MACDILL AVENUE | TAMPA | FL | 33607 | N/A | PC | TO SUPPORT SAFE, INCLUSIVE SPACES FOR KIDS TO LEARN AND GROW | $9,400 |
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HWY 19 NORTH | PALM HARBOR | FL | 34684 | N/A | PC | TO SUPPORT VARIOUS LOCAL CHARITIES | $1,122 |
| CREATED WOMEN INC | |||||||
| 3102 N NEBRASKA AVE | TAMPA | FL | 33603 | N/A | PC | TO HELP FIGHT HUMAN TRAFFICKING | $5,000 |
| FARA ENERGY BALL | |||||||
| PO BOX 26454 | TAMPA | FL | 336236454 | N/A | PC | FUNDING FOR A CURE FOR FRIEDREICH'S ATAXIA | $23,400 |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 501 S DAKOTA AVE STE 1 | TAMPA | FL | 33606 | N/A | PC | TO PREPARE FLORIDA'S YOUNG PEOPLE FOR PERSONAL AND FINANCIAL SUCCESS | $3,000 |
| FDNY343RIDE | |||||||
| 1155 WASHINGTON AVE | BRONX | NY | 10456 | N/A | PC | TO HELP SUPPORT SEVERELY INJURED VETERANS | $1,000 |
| FRAMEWORKS OF TAMPA BAY INC | |||||||
| 402 EAST OAK AVENUE | TAMPA | FL | 33602 | N/A | PC | TO TEACH YOUTH TO MANAGE EMOTIONS, DEVELOP HEALTHY RELATIONSHIPS & MAKE GOOD DECISIONS | $20,000 |
| GARY KOCH INVITATIONAL PRO-AM | |||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 336074505 | N/A | PC | TO HELP RAISE MONEY FOR LOCAL CHARITIES | $5,927 |
| GENERAL TOMMY FRANKS LEADERSHIP INSTITUTE AND MUSEUM | |||||||
| 507 S MAIN STREET | HOBART | OK | 73651 | N/A | PC | TO ADVANCE THE UNDERSTANDING OF HISTORICAL EVENTS AND ENCOURAGE LEADERSHIP DEVELOPMENT | $5,000 |
| HOMELESS EMPOWERMENT PROGRAM | |||||||
| 1120 N BETTY LANE | CLEARWATER | FL | 33755 | N/A | PC | TO HELP THE HOMELESS AND VERY LOW-INCOME INDIVIDUALS | $3,000 |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT FOR NEED BASED SCHOLARSHIPS | $150,000 |
| IONA COLLEGE ATHLETICS | |||||||
| 715 NORTH AVENUE | NEW ROCHELLE | NY | 10801 | N/A | PC | TO SUPPORT THE MISSION TO BUILD CHAMPIONS ACADEMICALLY AND ATHLETICALLY | $5,000 |
| MOFFITT CANCER CENTER FOUNDATION | |||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 336129416 | N/A | PC | TO SUPPORT CANCER RESEARCH AND TREATMENT | $9,000 |
| MONTEREY PENINSULA FOUNDATION | |||||||
| 5 MANDEVILLE COURT SUITE 101 | MONTEREY | CA | 93940 | N/A | PC | TO ASSIST IN IMPROVING THE QUALITY OF LIFE ON THE MONTEREY PENINSULA | $45,000 |
| MUSEUM OF THE BIBLE | |||||||
| 400 4TH ST SW | WASHINGTON | DC | 20024 | N/A | PC | TO BRING THE TRANSFORMATIVE POWER OF THE BIBLE TO THE WORLD | $5,000 |
| NAPLES CHILDREN & EDUCATION FOUNDATION | |||||||
| 2590 GOODLETTE-FRANK ROAD NORTH | NAPLES | FL | 34105 | N/A | PC | TO HELP IMPROVE THE LIVES OF UNDERPRIVILEGED AND AT-RISK CHILDREN | $75,615 |
| ONE COMMUNITY NOW | |||||||
| 5841 MAIN STREET | NEW PORT RICHEY | FL | 34652 | N/A | PC | END CHILDHHOD HUNGER; END VETERAN HOMELESSNESS; EMPLOYMENT SUCCESS | $5,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| 5550 W EXECUTIVE DR STE 200 | TAMPA | FL | 33609 | N/A | PC | TO SUPPORT PEDIATRIC CANCER RESEARCH | $9,800 |
| REBEKAH'S ANGELS FOUNDATION | |||||||
| 18981 US HWY 441 350 | MOUNT DORA | FL | 32757 | N/A | PC | TO PROVIDE MENTAL HEALTH AND TREATMENT TO CHILDREN AND FAMILIES SUFFERING FROM TRAUMA | $20,000 |
| SOF MISSIONS | |||||||
| 11928 SHELDON RD | TAMPA | FL | 33626 | N/A | PC | TO EMPOWER VETERANS TO FIND PURPOSE AND LIVE A LIFE OF WELLNESS | $75,000 |
| SPECIAL OLYMPICS FLORIDA | |||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | N/A | PC | TO SUPPORT SPORTS TRAINING AND COMPETITION TO THOSE WITH INTELLECTUAL DISABILITIES | $250 |
| STARTING RIGHT NOW | |||||||
| 5328 PRIMOSE LAKE CIRCLE STE A | TAMPA | FL | 33647 | N/A | PC | TO AID HOMELESS UNACCOMPANIED YOUTH | $35,000 |
| THE CHISELERS INC | |||||||
| 401 W KENNEDY BLVD BOX 130F | TAMPA | FL | 33606 | N/A | PC | TO SUPPORT THE RESTORATION AND PRESERVATION OF THE 1891 TAMPA BAY HOTEL | $2,500 |
| THE JAMES MUSEUM | |||||||
| 150 CENTRAL AVENUE | ST PETERSBURG | FL | 33701 | N/A | PC | TO INSPIRE HUMAN CONNECTION TO THE HISTORY OF THE AMERICAN WEST | $5,000 |
| THE MAP FOUNDATION INC | |||||||
| 1999 RICHMOND ROAD SUITE 300 | LEXINGTON | KY | 40502 | N/A | PC | TO SUPPORT CHARITABLE ACTIVITIES FOR UNDERPRIVILEGED AND AT-RISK CHILDREN | $1,000 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | TO SUPPORT PARKINSON'S RESEARCH | $10,000 |
| VETERAN'S ALTERNATIVE | |||||||
| 1750 ARCADIA ROAD | HOLIDAY | FL | 34690 | N/A | PC | TO HELP PROVIDE ALTERNATIVE MODALITIES TO IMPROVE THE QUALITY OF LIFE FOR MILITARY AND VETERANS | $20,000 |
| THE FIRST TEE OF TAMPA BAY | |||||||
| 7910 NORTH 30TH STREET | TAMPA | FL | 33610 | N/A | PC | TO EMPOWER KIDS AND TEENS THROUGH GOLF | $54,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $772,556 | 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 | $202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,385,698 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| LYNX OPPORTUNITY FUND I, LP | 531390 | $120,300 |
| LYNX OPPORTUNITY FUND II, LP | 531390 | $2,287 |
| NEXT LEVEL BRANDS HOLDINGS OPCO LLC | 722511 | $1,780 |
| ALLY CAPITAL GROUP REAL ESTATE OPPORTUNITY FUND I LP | 531390 | -$187 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $124,180 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,517,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,641,578 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES MUSEUM OF WESTERN AND WILDLIFE ART | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CENTRAL AVENUE | AddressLine1Txt |
| City | ST PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-08-05 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | THE FULL AMOUNT OF THE GRANT WAS USED TOWARDS FUNDING THE WARHOL'S WEST SPECIAL EXHIBITION, OPEN FROM OCTOBER 2, 2021 - JANUARY 9, 2022. THE EXHIBITION EXPLORED POP ARTIST ANDY WARHOL'S FASCINATION WITH THE WEST. DEVELOPED BY THE BOOTH ART MUSEUM IN CARTERSVILLE, GA, THE EXHIBITION PRESENTS A WIDE RANGE OF WESTERN IMAGERY AND MORE BY WARHOL, INCLUDING HIS MAJOR SUITE, COWBOYS AND INDIANS (1986) NEAR THE END OF HIS LIFE. FAMOUS FACES IN THE SERIES INCLUDE GERONIMO, ANNIE OAKLEY, SITTING BULL AND THEODORE ROOSEVELT. WARHOL'S WORK IN THE WESTERN GENRE IS RECOGNIZABLE, DARING, INSPIRATIONAL, AND SOMETIMES CONFRONTATIONAL. THIS EXHIBITION FURTHERS OUR UNDERSTANDING OF HOW THE AMERICAN WEST INFILTRATES THE PUBLIC'S IMAGINATION THROUGH CONTEMPORARY ART AND POPULAR CULTURE. | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MAY 20,2022 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES | BondNm |
| EOY Book Value | $816,906 | EOYBookValueAmt |
| EOYFMV | $816,906 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES | StockNm |
| EOY Book Value | $1,975,720 | EOYBookValueAmt |
| EOYFMV | $1,975,720 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYNX OPPORTUNITY FUND I, LP | AT COST | $418,593 | $418,593 |
| LYNX OPPORTUNITY FUND II, LP | AT COST | $181,549 | $181,549 |
| NEXT LEVEL BRANDS HOLDINGS OPCO LLC | AT COST | $453,410 | $453,410 |
| ALLY CAPITAL GROUP REAL ESTATE OPPORTUNITY FUND I, LP | AT COST | $49,813 | $49,813 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $22,784 | LegalFeesAmt |
| Net Investment Income | $14,011 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,773 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| N/R - ROCKY POINT INCOME PARTNERS #13 | $500,000 | $500,000 | $500,000 |
| N/R - ROCKY POINT INCOME PARTNERS #15 | $250,000 | $211,750 | $211,750 |
| CONVERTIBLE NOTE - H-CYTE INC | $425,000 | $425,000 | $425,000 |
| N/R - ROCKY POINT INCOME PARTNERS #22 | $250,000 | $250,000 | |
| N/R - ROCKY POINT INCOME PARTNERS #25 | $250,000 | $250,000 | |
| DIVIDENDS / INTEREST RECEIVABLE | $871 | $871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE RELATED TO CHARITIES | $74,086 | $0 | $74,086 |
| INVESTMENT EXPENSES | $511 | $511 | $0 |
| MISCELLANEOUS EXPENSE | $467 | $0 | $18 |
| INVESTMENT ADVISORY FEES | $25,998 | $25,998 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LYNX OPPORTUNITY FUND I, LP | $120,300 | $120,300 |
| LYNX OPPORTUNITY FUND II, LP | $2,287 | $2,287 |
| NEXT LEVEL BRANDS HOLDINGS OPCO LLC | $1,780 | $1,780 |
| ALLY CAPITAL GROUP REAL ESTATE OPPORTUNITY FUND I LP | -$187 | -$187 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $168,867 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $86,900 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $83,150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $2,814 | $0 | $0 |
| FEDERAL INCOME TAXES - PENALTY | $72 | $0 | $0 |
| FOREIGN TAX PAID | $68 | $68 | $0 |