CHRIS T SULLIVAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS T SULLIVAN FOUNDATION INC (EIN 59-3773382)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202103139349101100
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T08:38:52-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-05 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,427,228 | 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 | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,185 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $221,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,200 | 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 | $21,875 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,438 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,437 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $110,950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $109,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,080 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,080 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,420 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $253,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $518,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $518,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $692,896 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$550,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $736,343 | CashBOYAmt |
| Cash EOY | $1,794,564 | CashEOYAmt |
| Cash EOYFMV | $1,794,564 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,695 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $7,365 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,947,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,870,328 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $259,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $487,641 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $487,641 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,175,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,175,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,175,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,185,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,558,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,427,228 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $129,827 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $129,827 | 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 | $6,055,328 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,558,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,055,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,558,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,185,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,558,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,055,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$550,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,504,385 | SubtotalAmt |
| Other Decreases | $1,945,891 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,558,494 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,814 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,814 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $372 | 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 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE COOK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 S BRADFORD AVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $72,600 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,857,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,143,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,662,641 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,663,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,663,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,578,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,814 | TotalTaxAmt |
| Distributable Before Adj | $276,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $692,896 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $692,896 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $692,896 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $586,057 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $707,272 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $386,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $405,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $777,731 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,863,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $692,896 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $416,768 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,279,822 | 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 | $586,057 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,693,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $707,272 | ExcessFromYear4Amt |
| Excess From Year3 | $386,410 | ExcessFromYear3Amt |
| Excess From Year2 | $405,584 | ExcessFromYear2Amt |
| Excess From Year1 | $777,731 | ExcessFromYear1Amt |
| Excess From Current Year | $416,768 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $5,000 | |
| AIM FOR MENTAL HEALTH | ||||||||
| PO BOX 4235 | CARMEL | CA | 93921 | N/A | PC | TO FUND RESEARCH FOR TREATMENTS AND CURES FOR YOUTH MENTAL HEALTH DISORDERS | $10,000 | |
| 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 | $50,485 | |
| 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 | |
| CHILDREN'S HOME NETWORK | ||||||||
| 10909 MEMORIAL HWY | TAMPA | FL | 33615 | N/A | PC | TO UNLOCK THE POTENTIAL OF AT-RISK CHILDREN AND FAMILIES | $1,000 | |
| COPPERHEAD CHARITIES INC | ||||||||
| 36750 US HWY 19 NORTH | PALM HARBOR | FL | 34684 | N/A | PC | TO SUPPORT VARIOUS LOCAL CAHRITIES | $11,000 | |
| CREATED WOMEN INC | ||||||||
| 3102 N NEBRASKA AVE | TAMPA | FL | 33603 | N/A | PC | TO HELP FIGHT HUMAN TRAFFICKING | $15,000 | |
| DON'T EVER GIVE UP INC | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | SO I | TO RAISE AWARENESS TO END CANCER BY SUPPORTING RESEARCH | $4,550 | |
| FARA ENERGY BALL | ||||||||
| PO BOX 26454 | TAMPA | FL | 336236454 | N/A | PC | FUNDING FOR A CURE FOR FRIEDREICH'S ATAXIA | $15,000 | |
| 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 | |
| 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 | |
| HANDS ACROSS THE BAY | ||||||||
| 3800 ULMERTON ROAD | CLEARWATER | FL | 33762 | N/A | PC | TO HELP ASSIST AND MENTOR WORKING FAMILIES IN NEED | $10,000 | |
| HORATIO ALGER ASSOCIATION | ||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT FOR NEED BASED SCHOLARSHIPS | $15,000 | |
| J WOOD PLATT CADDIE SCHOLARSHIP TRUST | ||||||||
| 1974 SPROUL ROAD SUITE 400 | BROOMALL | PA | 19008 | N/A | PC | TO FINANCIALLY AID DESERVING CADDIES IN THEIR PURSUIT OF HIGHER EDUCATION | $1,000 | |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | ||||||||
| 1101 W SLIGH AVE | TAMPA | FL | 336045958 | N/A | PC | TO SUPPORT THE RESCUE, REHABILITATION AND CARE FOR ANIMALS | $4,500 | |
| METROPOLITAN MINISTRIES | ||||||||
| 2002 NORTH FLORIDA AVENUE | TAMPA | FL | 33602 | N/A | PC | TO PROVIDE MEALS AND HOPE TO STRUGGLING FAMILIES | $2,500 | |
| MOFFITT CANCER CENTER FOUNDATION | ||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 336129416 | N/A | PC | TO SUPPORT CANCER RESEARCH AND TREATMENT | $15,000 | |
| MONTEREY PENINSULA FOUNDATION | ||||||||
| ONE LOWER RAGSDALE DR BLDG 3 STE | MONTEREY | CA | 93940 | N/A | PC | TO ASSIST IN IMPROVING THE QUALITY OF LIFE ON THE MONTEREY PENINSULA | $35,000 | 100 |
| 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 | $117,700 | |
| NATIONAL PEDIATRIC CANCER FOUNDATION | ||||||||
| 5550 W EXECUTIVE DR STE 200 | TAMPA | FL | 33609 | N/A | PC | TO SUPPORT RESEARCH TO ELIMINATE CHILHOOD CANCER | $10,000 | |
| ONE COMMUNITY NOW | ||||||||
| 5841 MAIN STREET | NEW PORT RICHEY | FL | 34652 | N/A | PC | END CHILDHHOD HUNGER; END VETERAN HOMELESSNESS; EMPLOYMENT SUCCESS | $5,000 | |
| PEBBLE BEACH COMPANY FOUNDATION | ||||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | N/A | PC | TO SUPPORT MEANINGFUL WAYS TO IMPACT THE EDUCATIONAL NEEDS OF MONTERY COUNTY YOUTH | $1,300 | |
| POSITIVE COACHING ALLIANCE | ||||||||
| 1001 N RENGSTORFF AVE STE 100 | MOUTAIN VIEW | CA | 94043 | N/A | PC | TO SUPPORT YOUTH SPORTS IN DEVELOPING BETTER ATHLETES AND BETTER PEOPLE | $10,000 | |
| PRESERVE VISION FLORIDA | ||||||||
| 9200 SEMINOLE BOULEVARD - SECOND | SEMINOLE | FL | 33772 | N/A | PC | TO HELP CHILDREN AND ADULTS RECEIVE CRITICALLY NEEDED EYE HEALTH SERVICES AND EDUCATION | $5,000 | FLOOR |
| 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 | |
| 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 | $30,000 | |
| TAMPA METROPOLITAN AREA YMCA | ||||||||
| 7910 WILLIE BLACK DR | TAMPA | FL | 33610 | N/A | PC | TO SUPPORT THE FIRST TEE PROGRAM IN TAMPA BAY FOR YOUTH TO LEARN GOLF & VALUES | $8,000 | |
| 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 DYSAUTONOMIA PROJECT | ||||||||
| 13075 US HWY 19 N | CLEARWATER | FL | 33764 | N/A | PC | TO EDUCATE HEALTHCARE PROFESSIONALS, PATIENTS AND COMMUNITIES ABOUT DYSAUTONOMIA | $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 | |
| THE PEPIN ACADEMIES FOUNDATION | ||||||||
| 9304 CAMDEN FIELD PKWY | RIVERVIEW | FL | 33578 | N/A | SOUNK | TO SUPPORT PEPIN ADACEMIES PUBLIC, TUITION FREE CHARTER SCHOOLS FOR STUDENTS WITH LEARNING DISABILITIES. | $5,000 | |
| 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 | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $518,785 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $221,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,200 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 199,296 BLOOMIN' BRANDS, INC | StockNm |
| EOY Book Value | $1,594 | EOYBookValueAmt |
| EOYFMV | $3,870,328 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LYNX OPPORTUNITY FUND I, LP | AT COST | $443,626 | $443,626 |
| LYNX OPPORTUNITY FUND II, LP | AT COST | $44,015 | $44,015 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $21,875 | LegalFeesAmt |
| Net Investment Income | $13,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,437 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| N/R - I PLAN IT INC | $2,000,000 | $0 | $0 |
| N/R - ROCKY POINT INCOME PARTNERS #13 | $500,000 | $500,000 | $500,000 |
| N/R - ROCKY POINT INCOME PARTNERS #15 | $250,000 | $250,000 | $250,000 |
| CONVERTIBLE NOTE - H-CYTE INC | $425,000 | $425,000 | $425,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS CORRECTION | Desc |
| Amt | $1,945,891 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE RELATED TO CHARITIES | $45,065 | $0 | $45,065 |
| LYNX OPPORTUNITY FUND I, LP - INVESTMENT EXPENSES | $3,420 | $3,420 | $0 |
| OFFICE EXPENSE | $1,454 | $0 | $1,454 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $110,950 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $109,075 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $60,474 | $0 | $0 |
| FEDERAL INCOME TAXES - PENALTY | $40 | $0 | $0 |