EHRHART FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EHRHART FAMILY FOUNDATION (EIN 65-6263281)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202233069349101223
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T16:06:10-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | 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 | 656263281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHRHART FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EHRH | BusinessNameControlTxt |
| Phone | 9414858220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W VENICE AVENUE G | AddressLine1Txt |
| City | VENICE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34285 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN TRAMMELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9414858220 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEAN | PersonFirstNm |
| Person Last | TRAMMELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL GOLDSTEIN | PreparerPersonNm |
| PTIN | P00179524 | PTIN |
| Phone | 9413654617 | 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 | $4,482,321 | 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 | $79,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $598,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $424,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $424,319 | 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 | $3,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,649 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,649 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,994 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,880 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,880 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,220 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,220 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,220 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,972,297 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,456,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,456,202 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $19 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,992,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,482,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,482,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,840,146 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,840,146 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,152,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,642,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,992,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,482,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,992,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,482,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,992,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $317,216 | OtherIncreasesAmt |
| Subtotal | $4,482,321 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,482,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $509,074 | $253,450 | $255,624 | $255,624 |
| CAPITAL GAINS DIVIDENDS | P | $89,191 | $89,191 | $89,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,045 | 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 | $2,045 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,167 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL T HARTLEY | IndividualWithBooksNm |
| Phone | 9414858220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W VENICE AVENUE G | AddressLine1Txt |
| City | VENICE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34285 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN TRAMMELL | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL HARTLEY | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANN THOMPSON | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CAROL HIGMAN | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK EHRHART | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL TILLMAN | ||||||||
| 100 WEST VENICE AVE SUITE G | VENICE | FL | 34235 | TRUSTEE | 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 |
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 | $4,339,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,356,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,356,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,291,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,212 | TotalTaxAmt |
| Distributable Before Adj | $209,356 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,356 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,356 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $202,869 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,356 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,516 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $13,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $45,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $202,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,487 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,487 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,959 | 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 | $55,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,881 | ExcessFromYear3Amt |
| Excess From Year1 | $45,078 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALACHUA COUNTY LIBRARY DISTRICT FOUNDATION | |||||||
| 401 E UNIVERSITY AVE | GAINESVILLE | FL | 32601 | NONE | PC | GENERAL | $10,000 |
| BETTY J JOHNSON NORTH SARASOTA PUBLIC LIBRARY | |||||||
| 2801 NEWTOWN BLVD | SARASOTA | FL | 34234 | NONE | PC | GENERAL | $3,000 |
| COLLEGE OF CHARLESTON SAILING | |||||||
| 24 PATRIOTS POINT RD | MT PLEASANT | SC | 29464 | NONE | PC | GENERAL | $10,000 |
| FISH AND WILDLIFE FOUNDATION OF FLORIDA | |||||||
| PO BOX 11010 | TALLAHASSEE | FL | 32302 | NONE | PC | GENERAL | $5,000 |
| HANDWEAVER'S GUILD OF AMERICA FIBER TRUST | |||||||
| 1255 BUFORD HWY SUITE 209 | SUWANEE | GA | 30024 | NONE | PC | GENERAL | $5,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $15,000 |
| MOUNT DESERT ISLAND COMMUNITY SAILING CENTER | |||||||
| PO BOX 116 | SOUTHWEST HARBOR | ME | 04679 | NONE | PC | GENERAL | $3,912 |
| NRA WHITTINGTON CENTER | |||||||
| PO BOX 700 | RATON | NM | 87740 | NONE | PC | GENERAL | $5,000 |
| PLANNED PARENTHOOD OF SOUTH EAST & NORTH FLORIDA | |||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL | $5,000 |
| SAIL SARASOTA INC | |||||||
| 1717 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | GENERAL | $4,000 |
| SARASOTA YOUTH SAILING PROGRAM INC | |||||||
| 1717 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | GENERAL | $30,000 |
| VENICE ART CENTER | |||||||
| 390 NOKOMIS AVE S | VENICE | FL | 34285 | NONE | PC | GENERAL | $5,000 |
| VENICE CHORALE | |||||||
| PO BOX 1004 | VENICE | FL | 34284 | NONE | PC | GENERAL | $5,000 |
| VENICE HERITAGE INC | |||||||
| PO BOX 1190 | VENICE | FL | 34284 | NONE | PC | GENERAL | $10,000 |
| VENICE INSTITUTE FOR PERFORMING ARTS MANAGEMENT | |||||||
| 1 INDIAN AVE | VENICE | FL | 34285 | NONE | PC | GENERAL | $25,000 |
| VENICE MAIN STREET | |||||||
| PO BOX 602 | VENICE | FL | 34285 | NONE | PC | GENERAL | $15,000 |
| VENICE THEATRE INC | |||||||
| 140 W TAMPA AVE | VENICE | FL | 34285 | NONE | PC | GENERAL | $41,737 |
| VISABLE MEN ACADEMY | |||||||
| 921 63RD AVE E | BRADENTON | FL | 34203 | NONE | PC | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,649 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $424,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $424,319 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,220 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA FIVE YEAR GLBL FIXED | FMV | $169,850 | $169,850 |
| DFA INTERM GOVT FIXED | FMV | $338,269 | $338,269 |
| DFA ONE YEAR FIXED INCM | FMV | $145,716 | $145,716 |
| DFA SHORT TERM EXTENDED | FMV | $81,204 | $81,204 |
| DFA TWO YEAR GLBL FIXED | FMV | $89,866 | $89,866 |
| DFA EMERGING MKTS CORE | FMV | $80,139 | $80,139 |
| DFA EMERGING MKTS PORT | FMV | $79,544 | $79,544 |
| DFA EMERGING MKTS SMALL | FMV | $64,023 | $64,023 |
| DFA INTL CORE EQTY PORT | FMV | $437,593 | $437,593 |
| DFA INTL SMALL CAP VALUE | FMV | $263,808 | $263,808 |
| DFA INTL VALUE PORT | FMV | $110,995 | $110,995 |
| DFA LARGE CAP INTL PORT | FMV | $188,094 | $188,094 |
| DFA SMALL CAP INTL PORT | FMV | $29,417 | $29,417 |
| DFA REAL ESTATE | FMV | $227,719 | $227,719 |
| DFA TAX MANAGED US MARKE | FMV | $197,344 | $197,344 |
| DFA US CORE EQTY 2 PORT | FMV | $1,119,445 | $1,119,445 |
| DFA US LARGE CAP VALUE | FMV | $214,405 | $214,405 |
| DFA US SMALL CAP PORT | FMV | $326,758 | $326,758 |
| DFA US TARGETED VALUE | FMV | $249,398 | $249,398 |
| DFA US SMALL CAP ETF | FMV | $13,618 | $13,618 |
| DFA INT'L LARGE VALUE ETF | FMV | $3,381 | $3,381 |
| DFA US TARGETED VALUE ETF | FMV | $10,977 | $10,977 |
| VANGUARD SHORT-TERM BOND ETF | FMV | $1,293 | $1,293 |
| VANGUARD SHORT-TERM TREASURY ETF | FMV | $8,212 | $8,212 |
| ISHARES TR LEHMAN BOND | FMV | $5,134 | $5,134 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $19 | EOYBookValueAmt |
| EOYFMV | $19 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $317,216 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $47,150 | Amt |
| Net Investment Income | $47,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |