DORIS M CARTER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DORIS M CARTER FAMILY FOUNDATION (EIN 20-0068099)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-08
- IRS object ID
- 202031609349100018
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- 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 | 2020-06-08T11:49:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL RD STE 495 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200068099 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORIS M CARTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW ROSIN | InCareOfNm |
| Business Name Control | DORI | BusinessNameControlTxt |
| Phone | 9413592604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 Hillview st | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW ROSIN | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 9413592604 | PhoneNum |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 7036840600 | PhoneNum |
| Preparation | 2020-06-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,649,547 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,775 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $310,127 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $310,127 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $230,759 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $309,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $367,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,802 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $447 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $43,065 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,065 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,300 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,303 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,303 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $132,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $208,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $114,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,759 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $884,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $874,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,044,111 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $443,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $656,351 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $658,677 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,491,400 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $460,031 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,074,434 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,031,369 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,900,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $50,575 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Total Assets BOY | $3,568,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,608,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,649,547 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,568,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,608,701 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,568,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,608,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,568,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,608,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,568,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $168 | OtherIncreasesAmt |
| Subtotal | $3,608,701 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,608,701 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ISHARES EDGE MSCI EAFE ETF | 2018-08-29 | 2019-02-25 | $5,612 | $5,640 | -$28 | -$28 | |
| ISHARES EDGE MSCI EMERGING MRK | 2018-12-03 | 2019-02-25 | $2,034 | $1,970 | $64 | $64 | |
| ISHARES TR IBONDS DEC 19 | 2019-02-25 | 2019-12-19 | $28,880 | $28,836 | $44 | $44 | |
| ISHARES TREASURY FLOATING | 2018-12-03 | 2019-06-18 | $22,376 | $22,373 | $3 | $3 | |
| CLEARBRIDGE LARGE CAP GR | 2017-01-15 | 2019-02-25 | $9,590 | $8,325 | $1,265 | $1,265 | |
| ISHARES EDGE MSCI MIN VOL USA | 2016-04-04 | 2019-02-25 | $2,246 | $1,722 | $524 | $524 | |
| ISHARES S&P MIDCAP | 2017-09-08 | 2019-02-25 | $6,865 | $6,203 | $662 | $662 | |
| ISHARES S&P SMALL CAP | 2017-02-22 | 2019-02-25 | $8,666 | $7,642 | $1,024 | $1,024 | |
| DELAWARE VALUE FUND | 2017-01-15 | 2019-02-25 | $8,040 | $7,467 | $573 | $573 | |
| ISHARES EDGE MSCI EAFE ETF | 2016-10-31 | 2019-02-25 | $27,491 | $25,615 | $1,876 | $1,876 | |
| ISHARES S&P 500 VALUE ETF | 2016-05-03 | 2019-02-25 | $21,295 | $16,204 | $5,091 | $5,091 | |
| ISHARES TR FLTG RATE EFT | 2017-05-16 | 2019-06-18 | $118,006 | $117,737 | $269 | $269 | |
| ISHARES TR IBONDS DEC 19 | 2018-06-12 | 2019-12-19 | $42,984 | $42,871 | $113 | $113 | |
| ISHARES TRUST CORE HIGH DIV | 2016-07-11 | 2019-02-25 | $5,451 | $4,734 | $717 | $717 | |
| CAPITAL GAIN DIVIDENDS | $6,048 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $194,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,184,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,991,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,194 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,465,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $211,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,362,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,947 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,235,032 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058407 | DistributionYr5Rt |
| Total Distribution | 0.269014 | TotalDistributionRt |
| Average Distribution | 0.053803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,507,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $242,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,658 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $245,186 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $208,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,316 | SubtotalAmt |
| Tax Based On Investment Income | $5,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $84 | OverpaymentAmt |
| Applied To ES Tax | $84 | 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 |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW ROSIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413592604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 HILLVIEW ST | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342393607 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| andrew rosin | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | trustee | 0 | $12,000 | $0 | $0 |
| nicole c nicholas | ||||||||
| 1966 HILLVIEW ST | SARASOTA | FL | 342393607 | co-trustee | 0 | $0 | $0 | $0 |
| robert carter nicholas | ||||||||
| 1966 hillview st | sarasota | FL | 34239 | co-trustee | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,519,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,576,346 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,576,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,507,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,316 | TotalTaxAmt |
| Distributable Before Adj | $220,069 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $220,069 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $220,069 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $208,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $208,360 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $208,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,447 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,082 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,059 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $101,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $208,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,709 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,709 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,879 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,738 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,082 | ExcessFromYear4Amt |
| Excess From Year3 | $30,059 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | andrew rosin | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 hillview st | AddressLine1Txt |
| City | sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9413592604 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JFCS | ||||||||
| 2688 Fruitville Rd | sarasota | FL | 34236 | n/a | PC | general support | $25,000 | |
| children's guardian fund | ||||||||
| po box 49722 | sarasota | FL | 34230 | n/a | PC | tutoring | $65,000 | |
| sparcc sarasota | ||||||||
| 2139 main st | sarasota | FL | 34237 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| marie selby botanical garden | ||||||||
| 811 s palm ave | sarasota | FL | 34236 | N/A | PC | Sponsorship of Warhol Exhibit | $15,000 | |
| The FLorida Center | ||||||||
| 4620 17th Sr | sarasota | FL | 34245 | none | PC | general support | $20,000 | |
| Embracing our differences | ||||||||
| P O Box 2559 | Sarasota | FL | 34230 | n/a | PC | general support | $15,000 | |
| Conservation FOundation | ||||||||
| 400 Palmetto Ave | Osprey | FL | 34229 | n/a | PC | general support | $15,000 | |
| Benjamin Gilkey Fund | ||||||||
| Johns Hopkins All children hospital | St Petersburg | FL | 33701 | N/A | PC | General support | $20,000 | 500 Seventh Ave |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $230,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $288,118 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,118 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF 990-PF | CategoryTxt |
| Amt | $4,120 | Amt |
| Net Investment Income | $2,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,060 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BLDG | 2009-04-19 | $1,671,205 | $416,007 | M39 | $42,850 |
| LAND | 2009-04-19 | $811,795 | L | ||
| AC UNIT | 2014-07-29 | $8,400 | $959 | M39 | $215 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TRST FLOATING RATE BD | $153,392 | $153,167 |
| ISHARES TR FLTG RATE | $144,516 | $144,409 |
| ISHARES IBONDS | $292,411 | $295,018 |
| ISHARES TR ULTRA SH TRM | $66,032 | $66,083 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE VALUE FD | $69,372 | $77,154 |
| CLEARBRIDGE LARGE CAP GRTH | $73,391 | $93,098 |
| ET FUNDS | $666,958 | $802,303 |
| VANGUARD REIT ETF | $25,895 | $30,064 |
| SPDR SERIES TRST BLOOMBERG | $24,677 | $27,584 |
| ISHARES TR PFD * INCOME | $13,929 | $13,908 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MD RECEIVABLE | Desc |
| BOY Book Value | $50,575 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| RENTAL - INSURANCE | $2,126 | |
| RENTAL - TAXES | $33,050 | |
| RENTAL - BUSINESS LICENSE | $1,127 | |
| Rent and Royalty Expense | $36,303 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | insurance payment | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET INCREASE | Desc |
| Amt | $168 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER/ADVISOR | CategoryTxt |
| Amt | $13,802 | Amt |
| Net Investment Income | $13,802 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990PF TAXES | $17,282 | |
| FOREIGN TAX PAID | $447 | $447 |