GARDIKES FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GARDIKES FAMILY FOUNDATION INC (EIN 20-0536787)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-30
- IRS object ID
- 202032749349100403
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-30T09:05:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310796034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAGEL HUBER FLAGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SOUTH DIXIE DRIVE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | 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 | 200536787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GARDIKES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARD | BusinessNameControlTxt |
| Phone | 9419668836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 DOVE POINTE | AddressLine1Txt |
| City | OSPREY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR GARDIKES | PersonNm |
| Person Title | PSTD | PersonTitleTxt |
| Phone | 9419668836 | PhoneNum |
| Signature | 2020-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GORDON CPA | PreparerPersonNm |
| PTIN | P00235515 | PTIN |
| Phone | 9372993400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.192.117.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-30 | IPDt |
| IP Tm | 08:39:20 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 3190352020273033de23 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B6D84A7A61C67B20515B88501E87ED326494259E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B6D84A7A61C67B20515B88501E87ED326494259E | 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 | $216,703 | 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 | $725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,723 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,723 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,005 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$10,094 | CashBOYAmt |
| Cash EOY | -$10,161 | CashEOYAmt |
| Cash EOYFMV | -$10,161 | CashEOYFMVAmt |
| Corporate Stock BOY | $142,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $164,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,414 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,730 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,018 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,432 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $194,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $194,202 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $184,208 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $194,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $194,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $184,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $194,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $184,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $184,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $44,892 | GrossSalesPriceAmt |
| Cost Or Other Basis | $44,902 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,350 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,748 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $226,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060790 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,455 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $229,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,741 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $239,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057353 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $246,749 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052888 | DistributionYr5Rt |
| Total Distribution | 0.293509 | TotalDistributionRt |
| Average Distribution | 0.058702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $196,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,591 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,723 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $50 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR GARDIKES MD | IndividualWithBooksNm |
| Phone | 9419668836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 DOVE POINTE | AddressLine1Txt |
| City | OSPREY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 GARDIKES MD | ||||||||
| 546 DOVE POINTE | OSPREY | FL | 34229 | PRESIDENT/SECRETARY/TREAS. | 0.00 | $0 | $0 | $0 |
| JOHN W WEST III | ||||||||
| 5602 MARQUESAS CIRCLE STE 212 | SARASOTA | FL | 34233 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER J GARDIKES | ||||||||
| 6756 MASEFIELD ST | WORTHINGTON | OH | 43085 | DIRECTOR | 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 |
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 | $191,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,592 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable Before Adj | $9,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,042 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,943 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,065 | 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 | $842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,520 | ExcessFromYear4Amt |
| Excess From Year3 | $2,042 | ExcessFromYear3Amt |
| Excess From Year2 | $2,548 | ExcessFromYear2Amt |
| Excess From Year1 | $3,170 | ExcessFromYear1Amt |
| Excess From Current Year | $3,943 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR GARDIKES MD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 600 E ST NW | WASHINGTON | DC | 20049 | N/A | OTHER PUBLIC CHARITY | EMPOWER AGING POPULATION | $43 |
| AIR FORCE MUSEUM FOUNDATION INC | |||||||
| PO BOX 1903 | WRIGHT PATTERSON AFB | OH | 45433 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT | $250 |
| ALL FAITHS FOOD BANK OF SARASOTA FL | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | N/A | OTHER PUBLIC CHARITY | PROVIDE GOODS & SERVICE TO THE POOR | $1,500 |
| ANNUNCIATION GREEK ORTHODOX CATHEDRAL | |||||||
| 555 N HIGH ST | COLUMBUS | OH | 43215 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISH SUPPORT | $1,000 |
| ANNUNCIATION GREEK ORTHODOX CHURCH | |||||||
| 500 NORTH BELMONT PARK | DAYTON | OH | 45405 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISH SUPPORT | $1,500 |
| ART CENTER SARASOTA | |||||||
| 707 TAMIAMI TRI | SARASOTA | FL | 34236 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT OF POOR | $250 |
| CLASSICAL WSMR | |||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | N/A | OTHER PUBLIC CHARITY | PUBLIC BROADCASTING SUPPORT | $300 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $600 |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 SOUTH PALM AVE | SARASOTA | FL | 34236 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL, SUPPORT | $250 |
| NATIONAL AUDUBON SOCIETY | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | OTHER PUBLIC CHARITY | SUPPORT WILDLIFE CONSERVATION | $105 |
| ORTHODOX CHRISTIAN MISSION | |||||||
| 220 MASON MANATEE WAY | ST AUGUSTINE | FL | 32086 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $1,300 |
| SALVATION ARMY | |||||||
| PO BOX 1505 | VENICE | FL | 34284 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $500 |
| ST BARBARA GREEK ORTHODOX CHURCH | |||||||
| 7671 LOCKWOOD RIDGE RD | SARASOTA | FL | 34239 | N/A | OTHER PUBLIC CHARITY | CHRISTIAN PARRISH SUPPORT | $3,600 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | OTHER PUBLIC CHARITY | HELP FUND HEALTHCARE NEEDS | $1,500 |
| ST STEPHENS INDIAN MISSION FOUNDATION | |||||||
| PO BOX 278 | ST STEPHENS | WY | 82524 | N/A | OTHER PUBLIC CHARITY | TEACH AND MINISTER TO POOR | $250 |
| WOODLAND CEMETERY ARBORETUM | |||||||
| 118 WOODFORD AVE | DAYTON | OH | 45409 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL SUPPORT | $250 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 9809 | WASHINGTON | DC | 20077 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL SUPPORT | $100 |
| JOHN AND MABLE RINGLING MUSEUM OF ART | |||||||
| 5401 BAY SHORE RD | SARASOTA | FL | 34243 | N/A | OTHER PUBLIC CHARITY | EDUCATIONAL SUPPORT | $250 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | OTHER PUBLIC CHARITY | HEALTHCARE RESEARCH FUNDING | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,723 | 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 | $725 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$10 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,005 | ExclusionAmt |
| Related Or Exempt Function Incm | -$10 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,995 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
| 4 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
| 8 | INVESTMENT INCOME IS GENERATED TO FUND CHARITABLE ORGANIZATIONS AS DEFINED IN IRC SECTION 501(C) (3) |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $20,017 | EOYBookValueAmt |
| EOYFMV | $20,018 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $164,378 | EOYBookValueAmt |
| EOYFMV | $195,414 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,974 | BookValueAmt |
| EOYFMV | $11,432 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FOUNDATION FEE TO FLORIDA | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - MERRILL LYNCH | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $56 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |