CHRIS T SULLIVAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHRIS T SULLIVAN FOUNDATION INC (EIN 59-3773382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349105341
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:13:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT HENDEE | PreparerPersonNm |
| PTIN | P00237330 | PTIN |
| Phone | 8132581177 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.110.77.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 11:20:26 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E2096C559B2593AECA4EEE26AAC437024B116E2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BF16ECE4B51DF12B9D60AFCB9978CF5E1DCA0B5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,636,133 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,927,810 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,882,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,880,575 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,075,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,028,727 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,533 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,533 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,319 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,159 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,160 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,750 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,292 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,292 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $138,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,847 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,285,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,230,168 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $790,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,974,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,420 | CashBOYAmt |
| Cash EOY | $736,343 | CashEOYAmt |
| Cash EOYFMV | $736,343 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $59,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,365 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,365 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,365 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,365 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,901,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,947,485 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,398,463 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $259,141 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,056,454 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,175,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,175,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,975,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,185,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,636,133 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $710,593 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $129,827 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $710,593 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $129,827 | 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 | $5,264,496 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,055,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,264,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,055,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,975,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,185,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,264,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $790,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,055,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,055,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BLOOMIN BRANDS | PropertyDesc |
| Gross Sales Price | $3,882,175 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,600 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,880,575 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,880,575 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,880,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $914,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,244,164 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $869,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,782,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,163,273 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,120,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.127552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,076,944 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,817,733 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109694 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,496,078 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,465,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.200233 | DistributionYr5Rt |
| Total Distribution | 0.615597 | TotalDistributionRt |
| Average Distribution | 0.123119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,638,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,309,805 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,745 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,349,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,230,168 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,490 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79,490 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79,490 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,016 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38,474 | 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 | Yes (1) | 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 (4 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 |
| PATRICIA THOMPSON | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 33607 | EXECUTIVE DIRECTOR | 7.50 | $24,533 | $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 | $75,750 | 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 | $4,599,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,715,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,485,414 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,800,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,800,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,638,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $531,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $531,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,490 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,490 | TotalTaxAmt |
| Distributable Before Adj | $452,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $452,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $452,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,230,168 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,230,168 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,230,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,921,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $586,057 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $707,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $386,410 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $405,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,006,852 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,230,168 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $452,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $777,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,784,583 | 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 | $1,921,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,863,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $586,057 | ExcessFromYear4Amt |
| Excess From Year3 | $707,272 | ExcessFromYear3Amt |
| Excess From Year2 | $386,410 | ExcessFromYear2Amt |
| Excess From Year1 | $405,584 | ExcessFromYear1Amt |
| Excess From Current Year | $777,731 | 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 (59 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 | $300 | |
| 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 | $21,000 | |
| 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 | $76,800 | |
| AWESOME CENTER FOR ENTREPRENEURSHIP INC | ||||||||
| 348 E MAIN ST | LEXINGTON | KY | 40507 | N/A | PC | TO HELP RAISE AWARENESS OF THE IMPACT OF ENTREPRENEURSHIP IN KENTUCKY | $20,000 | |
| BONEFISH & TARPON TRUST | ||||||||
| 135 SAN LORENZO AVE STE 860 | CORAL GABLES | FL | 33146 | N/A | PC | TO SUPPORT THE CONSERVATION OF BONEFISH, TARPON AND PERMIT AND THE LARGER FISHERIES THEY SUPPORT | $250 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | TO SUPPORT SAFE, INCLUSIVE SPACES FOR KIDS TO LEARN AND GROW | $16,750 | |
| BLUEGRASS LAND CONSERVANCY | ||||||||
| 380 S MILL STREET SUITE 205 | LEXINGTON | KY | 40508 | N/A | PC | TO PRESERVE THE SCENIC FARMLAND AND NATURAL RESOURCES IN THE BLUEGRASS REGION | $500 | |
| CHI CHI RODRIGUEZ YOUTH FOUNDATION | ||||||||
| 3030 N MCMULLEN BOOTH ROAD | CLEARWATER | FL | 33761 | N/A | PC | TO IMPROVE STUDENTS ACADEMIC PERFORMANCE & SELF ESTEEM THROUGH GOLF | $20,000 | |
| CHILDREN'S BUREAU | ||||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | N/A | PC | TO HELP MINIMIZE INSTANCES OF ABUSE AND NEGLECT FOR CHILDREN AND FAMILIES | $2,500 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| PO BOX 100386 | GAINESVILLE | FL | 326100386 | N/A | PC | SUPPORT PEDIATRIC PROGRAMS AND HELP FUND PEDIATRIC RESEARCH | $250 | |
| COMMUNITY FOUNDATION OF TAMPA BAY | ||||||||
| 4300 W CYPRESS ST STE 700 | TAMPA | FL | 33607 | N/A | PC | TO BUILD A BETTER COMMUNITY THROUGH PHILANTHROPY AND LEADERSHIP | $15,100 | |
| COPPERHEAD CHARITIES INC | ||||||||
| 36750 US HWY 19 NORTH | PALM HARBOR | FL | 34684 | N/A | PC | TO SUPPORT VARIOUS LOCAL CAHRITIES | $5,740 | |
| FARA ENERGY BALL | ||||||||
| PO BOX 26454 | TAMPA | FL | 336236454 | N/A | PC | FUNDING FOR A CURE FOR FRIEDREICH'S ATAXIA | $33,472 | |
| FIRST BAPTIST CHURCH COLLEGE HILL | ||||||||
| 3838 NORTH 29TH STREET | TAMPA | FL | 33610 | N/A | PC | TO SUPPORT THE CHURCH | $300 | |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION | ||||||||
| 501 S DAKOTA AVE STE 1 | TAMPA | FL | 33606 | N/A | PC | TO PREPARE FLORIDA'S YOUNG PEOPLE FOR PERSONAL AND FINANCIAL SUCCESS | $4,250 | |
| FOLDS OF HONOR | ||||||||
| 5800 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | N/A | PC | TO PROVIDE SHOLARSHIPS FOR CHILDREN AND SPOUSES OF FALLEN OR DISABLED MILITARY SERVICE MEMBERS | $500 | |
| FRAMEWORKS OF TAMPA BAY INC | ||||||||
| 402 EAST OAK AVENUE | TAMPA | FL | 33602 | N/A | PC | TO TEACH YOUTH TO MANAGE EMOTIONS, DEVELOP HEALTHY RELATIONSHIPS & MAKE GOOD DECISIONS | $20,000 | |
| GARY KOCH INVITATIONAL PRO-AM | ||||||||
| 1511 N WESTSHORE BLVD SUITE 750 | TAMPA | FL | 336074505 | N/A | PC | TO HELP RAISE MONEY FOR LOCAL CHARITIES | $5,017 | |
| 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 | $14,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | N/A | PC | TO DEVELOPE LEADERS, ADVANCE POLICY AND TAKE ACTION TO SOLVE CHALLENGES | $20,000 | |
| GIRL SCOUTS OF WEST CENTRAL FLORIDA | ||||||||
| 4610 EISENHOWER BLVD | TAMPA | FL | 33634 | N/A | PC | TO SUPPORT BUILDING GIRLS OF COURAGE, CONFIDENCE AND CHARACTER | $500 | |
| GOLD SHIELD FOUNDATION INC | ||||||||
| PO BOX 271791 | TAMPA | FL | 33688 | N/A | PC | TO SUPPORT FINANCIAL ASSISTANCE FOR FAMILIES OF FALLEN HEROES | $350 | |
| HANDS ACROSS THE BAY | ||||||||
| 3800 ULMERTON ROAD | CLEARWATER | FL | 33762 | N/A | PC | TO HELP ASSIST AND MENTOR WORKING FAMILIES IN NEED | $10,000 | |
| HOMELESS EMPOWERMENT PROGRAM | ||||||||
| 1120 N BETTY LANE | CLEARWATER | FL | 33755 | N/A | PC | TO HELP THE HOMELESS AND VERY LOW-INCOME INDIVIDUALS | $3,000 | |
| HORATIO ALGER ASSOCIATION | ||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | N/A | PC | SUPPORT FOR NEED BASED SCHOLARSHIPS | $127,000 | |
| JUNIOR ACHIEVEMENT OF TAMPA BAY | ||||||||
| 13707 N 22ND STREET | TAMPA | FL | 33613 | N/A | PC | TO HELP PREPARE TODAY'S STUDENTS FOR A BRIGHT FUTURE | $5,000 | |
| 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 | $37,500 | |
| MERCY HOME FOR BOYS & GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | N/A | PC | TO PROVIDE A SAFE PLACE FOR KIDS IN CRISIS TO HEAL | $450 | |
| 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 | $10,500 | |
| 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 | ||||||||
| 999 VANDERBILT BEACH ROAD SUITE 300 | NAPLES | FL | 34108 | N/A | PC | TO HELP IMPROVE THE LIVES OF UNDERPRIVILEGED AND AT-RISK CHILDREN | $53,246 | |
| NAVAL POSTGRADUATE SCHOOL FOUNDATION | ||||||||
| PO BOX 8626 | MONTEREY | CA | 939438626 | N/A | PC | TO HELP SUPPORT INURED VETERANS, MILITARY MEMBERS AND THEIR FAMILIES | $7,200 | |
| ONE COMMUNITY NOW | ||||||||
| 1540 LITTLE ROAD | TRINITY | FL | 34655 | N/A | PC | STAND DOWN - SUPPORT FOR HOMELESS AND AT-RISK VETERANS | $5,000 | |
| ONE MIND INSTITUTE | ||||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | N/A | PC | TO HELP ENABLE SCIENTIFIC RESEARCH TO FIND BETTER THERAPIES FOR BRAIN DISORDERS | $3,000 | |
| OUR HEROS FOUNDATION INC | ||||||||
| 400 N ASHLEY DRIVE | TAMPA | FL | 33602 | N/A | PC | TO HONOR LOCAL LAW ENFORCEMENT AND FIRE RESCUE | $1,000 | |
| 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 | $6,300 | |
| PEDIATRIC CANCER FOUNDATION | ||||||||
| 550 W EXECUTIVE DR STE 300 | TAMPA | FL | 33607 | N/A | PC | TO SUPPORT PEDIATRIC CANCER RESEARCH | $10,000 | |
| REBEKAH'S ANGELS | ||||||||
| 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 | |
| REMEMBER HONOR SUPPORT | ||||||||
| 76 FOURTH STREET NORTH 1073 | SAINT PETERSBURG | FL | 33731 | N/A | PC | TO SUPPORT THOSE WHO HAVE SERVED AND CONTINUE TO SERVE TO KEEP US FREE AND SAFE | $800 | |
| SCHOOLS FOR HAITI | ||||||||
| PO BOX 273848 | TAMPA | FL | 33688 | N/A | PC | TO TEACH DISCIPLESHIP, DEVLOPMENT AND DIVERSITY IN HAITI SCHOOLS | $4,500 | |
| SPECIAL OLYMPICS FLORIDA | ||||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | N/A | PC | TO SUPPORT SPORTS TRAINING AND COMPETITION TO THOSE WITH INTELLECTUAL DISABILITIES | $500 | |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | ||||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PC | TO SUPPORT WOUNDED VETERANS AND THEIR FAMILIES | $5,000 | |
| ST JUDE CHILDREN'S REASERCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | TO ADVANCE CURES AND PREVENTION FOR PEDIATRIC CATASTROPHIC DISEASES | $100 | |
| STARTING RIGHT NOW | ||||||||
| 5328 PRIMOSE LAKE CIRCLE STE A | TAMPA | FL | 33647 | N/A | PC | TO AID HOMELESS UNACCOMPANIED YOUTH | $42,075 | |
| 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 | $25,000 | |
| THE CHILDREN'S MUSEUM OF TAMPA INC | ||||||||
| 110 W GASPARILLA PLAZA | TAMPA | FL | 33602 | N/A | PC | TO CREATE A LEARNING LABORATORY WHERE CHILDREN PLAY, DISCOVER AND CONNECT | $9,010 | |
| 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 LEXINGTON CANCER FOUNDATION INC | ||||||||
| 1504 COLLEGE WAY | LEXINGTON | KY | 40502 | N/A | PC | TO CREATE AWARENESS AND RAISE FUNDS IN THE FIGHT AGAINST CANCER | $40,000 | |
| 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 | |
| THE V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PC | TO HELP FUND CANCER RESEARCH | $4,550 | |
| UNBRIDLED CHARITABLE FOUNDATION INC | ||||||||
| 310 BLANKENBAKER LANE | LOUISVILLE | KY | 40207 | N/A | PC | TO HELP FEED CHILDREN ACROSS AMERICA AND SUPPORT LOCAL CHARITIES IN THE LOUISVILLE KENTUCKY AREA | $16,900 | |
| UNIVERSTIY OF SOUTH FLORIDA FOUNDATION INC | ||||||||
| 4202 E FOWLER AVE ALC 100 | TAMPA | FL | 33620 | N/A | PC | TO SUPPORT THE COLLEGE | $3,000 | |
| 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 | $232,846 | |
| WOODFORD HUMANE SOCIETY | ||||||||
| 265 THOMAS LANE | VERSAILLES | KY | 40383 | N/A | PC | TO PROVIDE HOMELESS PETS WITH A SAFE AND HEALTHY TEMPORARY HOME | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,927,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,075,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,075,962 | 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 | $1,947,485 | EOYBookValueAmt |
| EOYFMV | $4,398,463 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LYNX OPPORTUNITY FUND I, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $259,141 | BookValueAmt |
| EOYFMV | $259,141 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $10,319 | LegalFeesAmt |
| Net Investment Income | $5,159 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,160 | DisbursementsCharitablePrpsAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | CHRIS T SULLIVAN | LenderPersonNm |
| Title | PRESIDENT | TitleTxt |
| Loan Original | $129,827 | LoanOriginalAmt |
| Balance Due | $129,827 | BalanceDueAmt |
| Note | 2018-06 | NoteDt |
| Loan Maturity | 2018-06 | LoanMaturityDt |
| Repayment Terms | ZERO INTEREST - PAYABLE ON DEMAND | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | SHORT TERM LOAN TO FACILITATE CHARITABLE CONTRIBUTIONS AND EXPENSES | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $129,827 | ConsiderationFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $2,053,367 | $0 | $0 |
| RECEIVABLE - WC | $3,087 | $0 | $0 |
| N/R - I PLAN IT INC | $2,000,000 | $2,000,000 | |
| N/R - ROCKY POINT INCOME PARTNERS #13 | $500,000 | $500,000 | |
| N/R - ROCKY POINT INCOME PARTNERS #15 | $250,000 | $250,000 | |
| CONVERTIBLE NOTE - H-CYTE INC | $425,000 | $425,000 |
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 | $89,830 | $0 | $89,830 |
| LYNX OPPORTUNITY FUND I, LP - INVESTMENT EXPENSES | $49,022 | $49,022 | $0 |
| BANK FEES | $35 | $18 | $17 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $75,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES & LICENSES | $61 | $31 | $30 |
| FEDERAL INCOME TAXES | $702 | $0 | $0 |
| FEDERAL INCOME TAXES - PENALTY | $30 | $0 | $0 |