BERMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERMAN FOUNDATION INC (EIN 46-4332181)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202111339349102016
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T10:14:04-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISTORCELLI & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6570 30TH AVE N | AddressLine1Txt |
| City | SAINT PETERSBURG | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33710 | 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 | 464332181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 7274334402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR BERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7274334402 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | BERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy D Ristorcelli | PreparerPersonNm |
| PTIN | P01384776 | PTIN |
| Phone | 7273811200 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $247,768 | 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 | $1,081 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,081 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,081 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,011 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,011 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,092 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,092 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $594 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $347 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,233 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,092 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,892 | CashBOYAmt |
| Cash EOY | $76,925 | CashEOYAmt |
| Cash EOYFMV | $76,925 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $112,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,843 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,448 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $35,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,000 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $233,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $247,768 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $233,696 | RetainedEarningBOYAmt |
| Retained Earning EOY | $220,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $233,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $233,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $220,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $233,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,353 | ExcessRevenueOverExpensesAmt |
| Subtotal | $220,343 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $220,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $32,461 | $0 | $37,222 | -$4,761 | $0 | $0 | $0 | -$4,761 |
| PUBLICLY TRADED SECURITIES | P | $913 | $0 | $0 | $913 | $0 | $0 | $0 | $913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,848 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $41 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR BERMAN | IndividualWithBooksNm |
| Phone | 7274334402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GULF BLVD 605 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 337672797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BONNIE BERMAN | ||||||||
| 1200 GULF BLVD 605 | CLEARWATER BEACH | FL | 33767 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ESTELLE BERMAN | ||||||||
| 13-B STRATFORD DR E | BOYNTON BEACH | FL | 33436 | VICE PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS AND RELATED EXPENSES ARE MADE TO PERPETUATE AND ENLARGE THE NOTION OF CHARITABLE GIVING AND ADVANCE EDUCATION AND WELL BEING OF CHILDREN AND FAMILIES | Description1Txt |
| Expenses1 | $11,510 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $169,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $240,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $240,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $237,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41 | TotalTaxAmt |
| Distributable Before Adj | $11,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,815 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,510 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,815 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,510 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,567 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,567 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MENORAH MANOR | ||||||
| 255 59TH ST N | ST PETERSBURG | FL | 33710 | PC | MEDICAL HEALTH | $4,750 |
| GULF COAST JEWISH FAMILY SERVICES | ||||||
| 14041 ICOT BLVD | CLEARWATER | FL | 33760 | PC | FOOD BANK | $500 |
| DAVE THOMAS FOUNDATION FOR ADOPTION | ||||||
| 716 MT ARYSHIRE BLVD S | COLUMBUS | OH | 43235 | PC | FAMILY SERVICES | $200 |
| FLORIDA HOLOCAUST MUSEUM | ||||||
| 55 5TH ST S | ST PETERSBURG | FL | 33701 | PC | EDUCATION | $500 |
| GRATITUDE TRAINING | ||||||
| 1955 N FEDERAL HWY 207 | POMPANO BEACH | FL | 33062 | PC | SCHOLARSHIP | $250 |
| YAD ELIEZER | ||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | PC | FAMILY SERVICES | $200 |
| SEARCH DOG FOUNDATION | ||||||
| 6800 WHEELER CANYON RD | SANTA PAULA | CA | 92060 | PC | SEARCH AND RESCUE SERVICES | $200 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE RECNELL RD | SANTA BARBARA | CA | 93117 | PC | RELIEF EFFORTS | $1,000 |
| PETA | ||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | PC | ANIMAL PROTECTION | $200 |
| UNITED WAY OF BERKS COUNTY | ||||||
| 501 WASHINGTON ST 601 | READING | PA | 19601 | PC | DISASTER RELIEF | $1,000 |
| ST JUDES CHILDRENS HOSPITAL | ||||||
| 1501 W CLEVELAND ST 230 | TAMPA | FL | 33606 | PC | PUBLIC HEALTH | $500 |
| PAN FOUNDATION | ||||||
| PO BOX 2310 | MT CLEMENS | MI | 48046 | PC | PUBLIC HEALTH | $500 |
| STRAZ CENTER FOR THE PERFORMING ARTS | ||||||
| 1010 N MACINNES PL | TAMPA | FL | 33602 | PC | PERFORMING ARTS | $100 |
| WINSHIP BREAST CANCER FUND | ||||||
| 1365-C CLIFTON RD NE | ATLANTA | GA | 30322 | PC | PUBLIC HEALTH | $100 |
| COVID RELIEF | ||||||
| VARIOUS | CLEARWATER | FL | 33767 | N/A | DISASTER RELIEF | $1,095 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PC | FOOD BANK | $100 |
| LIFEPOINT - FIVE APPLE FARMS | ||||||
| 194 SHOROFF SPRINGS RD | HIGHLAND | NC | 28741 | PC | PUBLIC HEALTH | $215 |
| HUMANE SOCIETY | ||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | PC | ANIMAL PROTECTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,510 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,081 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $32,461 | GrossSalesPriceAmt |
| Basis | $37,222 | BasisAmt |
| Total Net | -$4,761 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MARKET-LINKED NOTES | BondNm |
| EOY Book Value | $35,000 | EOYBookValueAmt |
| EOYFMV | $35,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $108,418 | EOYBookValueAmt |
| EOYFMV | $135,843 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BOOKS & JOURNALS | $305 | $305 |
| OFFICE SUPPLIES | $675 | $675 |
| POSTAGE | $123 | $123 |
| TELEPHONE | $130 | $130 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAYMOND JAMES & ASSOCIATES INC BROKER FEES | CategoryTxt |
| Amt | $594 | Amt |
| Net Investment Income | $594 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $49 | $49 |
| ANNUAL REPORT FEE | $298 | $298 |